'Markets are pricing in quite a strong earnings revival'

Metals and mining, cement, infrastructure, industrials etc. are expected to perform well in March quarter earnings, Kumar said

The Indian economy is on the cusp of an uptrend, and as such, investors should utilise the short-term correction in the markets to buy cyclical stocks, NIRAJ KUMAR, chief investment officer at Future Generali India Life Insurance Company tells Chirinjibi Thapa in an interview. Edited excerpts:

How should investors approach the markets now?

Markets are, by nature, unpredictable and corrections are inevitable. But the key lesson is that corrections like these are indeed an opportunity to buy the stocks at lower prices and construct a long-term portfolio. In the current context, we reckon that the last bout of correction in the equity