Positive impactResults
Manulife's Rana Gupta looks beyond large caps, prefers mid-sized lenders, new-age manufacturing
CNBC-TV18 2d ago·28 Aug 2026, 5:46 am
Rana Gupta, a senior portfolio manager at Manulife Investment Management, is shifting his focus away from India's largest companies. He believes the strongest earnings growth is now found in the mid-cap space. His strategy involves targeting mid-sized lenders, including those in the gold loan sector, as well as companies in new-age manufacturing. He also sees potential in select information technology firms and commodities.
This shift matters to investors because it suggests a move away from the over-concentration seen in large-cap stocks. By diversifying into these other areas, the strategy aims to capture growth that may be more stable and less volatile. It signals a preference for sectors that are currently driving the economy forward, rather than relying solely on the biggest players.
Investors should watch for how these specific mid-cap sectors perform in the coming quarters. It is important to monitor the earnings reports of these companies to see if they can sustain the growth that has attracted attention. This approach requires patience, as mid-cap stocks can sometimes be more volatile than their large-cap counterparts.
Excerpt from CNBC-TV18
Rana Gupta, Senior Portfolio Manager, India Equity Specialist, Manulife Investment Management sees stronger earnings growth beyond large-caps, with opportunities in NBFCs, gold loans, manufacturing, select IT and commodities. The views and tips expressed by investment experts on CNBCTV18.com are their own, not of the…Read the original at CNBC-TV18
Key takeaways
- Category: Results.
- AI reads the tone as positive (potentially bullish) for the stock.
- Assessed as a significant, market-relevant update.
Why it matters
A meaningful update worth tracking. The tone is positive — historically associated with upward pressure, though not predictive. Use the price and stock snapshot to gauge how the market is responding.
