Julius Baers Asia-Pacific head on how 2022s shaping up for equitiess - Business Standard

equity market | Investment | FII
Puneet Wadhwa  |  New Delhi  Last Updated at December 6, 2021 08:00 IST

1) The way have reacted to the Omicron Covid strain, it seems that they know more than the medical experts do. What do you think?

>> Risk from coronavirus is not going away


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>> Portfolio construct should be done keeping this risk is mind 2) How do you see 2022 shaping up for equities as an asset class?

>> The coming decade belongs to equities

>> Equities will outperform the fixed income universe in the next 10 years

>> The US, India and China are the main hotspots where growth has been strong

>> Indian equities a long-term story; valuations have always been rich

>> Do not base decision solely on valuations 3) How are the FIIs looking at India as an destination?

>> India is still a marginal allocation for FIIs

>> China has been a predominant bet

>> Local investors participating in Indian is good; wealth generation opportunity 4) How do you see corporate earnings play out?

>> 2021 will have a big base year effect for 2022

>> 2021 is the biggest ‘beat year’ for corporate earnings across the world

>> Do not see negative earnings growth
5) What should an ideal portfolio construct be for investors to tackle opportunities and risks that lie ahead in 2022?

>> Equites: Around 52 – 55 per cent; Bonds: 35 per cent; Alternate assets: 10 per cent; and some cash

>> For someone with average risk profile, equities is the best place to be

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