Manulife continues to focus on 5 Ds; likes telecom, realty-linked and NBFC stocks: Rana Gupta

Rana Gupta of Manulife Investment Management foresees a gradual economic recovery, with telecom and real estate-linked consumption sectors appearing promising. He emphasizes the influence of domestic flows and delineates investment themes including digitisation, deglobalisation, decarbonisation, demography, and deficit reduction, noting the improved fiscal condition and potential return of FII flows.