ASK Investment Managers Unlisted Shares
ASK Investment Managers – Market Outlook: Mid-Teens Earnings Growth FY27–28, Limited Valuation Upside
CNBC TV 18
2 min read
Expert Analysis:
George Joseph, CIO & CEO–Equity at ASK Investment Managers, expects FY26 earnings growth of 7–12% and mid-teens growth in FY27–28, predicated on India's structural growth narrative and visible earnings recovery, but cautions that stock selection will matter more than broad-based rallies in a maturing market cycle.
Valuations have normalized closer to historical averages, limiting upside from multiple expansion; global markets are shifting from liquidity-driven to cash-flow-led environments, with geopolitical tensions, subdued global growth, and narrowing US earnings breadth constraining further re-rating.
ASK is constructive on private financials, citing five-year low valuations and three-to-five-year upside potential, and bullish on NBFC opportunities as microfinance/MSME/SME stress eases and rate-cut benefits materialize; conversely, ASK is avoiding renewable energy, citing valuation–fundamental misalignment and overcrowding.
India continues to stand out among major economies on structural growth, but investor returns are likely moderate, necessitating disciplined stock-picking focused on resilient, cash-generative businesses rather than relying on multiple expansion or broad-based rallies.
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