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Expect 2018 to be a stock picker's market: Rupal Bhansali

The CFA Society India is hosting its 8th India Investment Conference in Mumbai today. In an interview with CNBC-TV18, Rupal Bhansali, Chief Investment Officer, International & Global Equities Portfolio Manager at Ariel Investments shared her reading and outlook on the market from the sidelines of the conference.

January 12, 2018 / 02:11 PM IST

The CFA Society India is hosting its 8th India Investment Conference in Mumbai today. In an interview with CNBC-TV18, Rupal Bhansali, Chief Investment Officer, International & Global Equities Portfolio Manager at Ariel Investments shared her reading and outlook on the market from the sidelines of the conference.

Focussing on the power of non-consensus investing, she said.

Markets have done very well globally not just in India and looking forward, it is going to be a stock picker’s market, which means that active managers who had a very tough time in the last couple of years, it is time for them to shine, she added.

Healthcare is a big overweight in my international and global equity strategies. I own companies that make complex molecules, said Bhansali.