Markets across Asia are witnessing a liquidity driven rally, Hans Goetti of Finaport sees some more legs to it.
"ECB showed the willingness to expand their balance sheet by almost unlimited amounts. That liquidity finds its way into asset markets and one of the beneficiaries are emerging markets, where returns are potentially the highest," he told CNBC-TV18. Goetti finds valuations attractive in India and is looking for 12% earnings growth for this year. He believes, India is relatively well positioned within Asia from a valuation and sentiment perspective to benefit from this rally. He expects India to outperform other Asian markets for the year. Further, he also foresees Asian markets outperforming developed markets ahead. Below is the edited transcript of GoettiDiscover the latest Business News, Sensex, and Nifty updates. Obtain Personal Finance insights, tax queries, and expert opinions on Moneycontrol or download the Moneycontrol App to stay updated!
