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HomeNewsBusinessMarketsOpportunity cost drives every investor's decision making: Canara Robeco's Shridatta Bhandwaldar

Opportunity cost drives every investor's decision making: Canara Robeco's Shridatta Bhandwaldar

The opportunity cost to move out of the US or Europe is high for investors and unless domestic earnings growth keeps surprising, India will have heterogeneous capital flows, says Bhandwaldar

We will have a current account deficit moving probably to 1.5 to 2 percent if the oil prices sustain at these levels, but it is very easily fungible as things stand, Shridatta says.

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