Monitoring inflation in US & Indian market; going for largecaps in India: Hartmut Issel

Hartmut Issel, CIO WM at UBS Wealth Management, favors large-cap equities, particularly in consumer and financial sectors, due to their attractive valuations and growth potential. He sees opportunity in India's market, citing unsustainable earnings growth in FY24 and a technical upside in sectors like consumer and financials. He advises caution in the two-wheeler space due to peaking momentum.