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Indian market will stay expensive, outperform -Jhunjhunwala

India is going to be among the fastest growing economy in the world,
it is likely to stay an expensive market and be an outperformer,
says jhunjhunwala sharing his outlook on performance
of global equity markets. Growth in India can hold above
7 percent, jhunjhunwala says, adding, as one of the growth leaders the country will
attract fairly good foreign capital. On global market jitters ahead of the US
Federal Reserve meeting later this month,
Chief Investment Officer, Benson Avenue Capital and asked him about the turnaround seen in US markets.
According to him, the correction seen on Friday in the US markets could have been a one-off event because
of extremely low volatility and because of two catalysts. One, where most Fed watchers have increased their
view that rates are going to rise and two, some indications showing Donald Trump doing better in polls,
which did not go well with people on Friday.
However, now most markets are settling in with the idea that rates are going up. So,
positioning is to stay long equity but be cautious on bonds and that is what is playing
through right now.

Rakesh Jhunjhunwala Latest Portfolio Holdings

Company % Holding No of Shares (in Lakhs) Rs Crore

A2Z Maintenance and Engineering 16.7 123.88 16

Adinath Exim Resources 4.05 1.66 0

Agro Tech Foods 8.2 20 116

Anant Raj 2.12 62.5 35

Aptech 41.57 170.56 124

Aurobindo Pharma 1 30 394

Autoline Industries 10.18 12.51 10

Bilcare 8.51 20.03 10

CRISIL 5.67 40 444

DB Realty 1.03 25 15

Delta Corp 6.84 155 182

Dewan Housing Finance 4 58 237

Escorts 4.08 50 60

Edelweiss Capital 100 55

Federal Bank 1.1 98.5 237



Firstsource Solutions 3.8 250 61

Geojit BNP Paribas Financial 7.88 180 36

Geometric 19.35 122.51 122

Hindustan Oil Exploration Company 1.5 19.61 8

HT Media 15 11

Ion Exchange (India) 6.02 8.75 9

Karur Vysya Bank 3.9 47.5 221

Kesoram Industries 6.83 75 55

Lupin 1.76 78.83 737

Mcnally Bharat Engineering 3.21 9.98 6

MCX 3.94 20 174

NCC 11.54 296.08 89

Orient Cement
9
Pipavav Defence and Offshore 1.43 105 48

Polaris Consulting & Services Ltd 4.99 38.18 64.91

Prakash Industries 8.45 150.02 70

Prime Focus 6.14 113.95 38

Prozone Capital Shopping Centres 2.46 37.5 6

Rallis India 10.34 201.06 472

Radico Khaitan 6.85 11.5

SpiceJet 1.92 100 19

Sterling Holiday Resorts 3.47 31.3 78.25

Titan Company 9.05 804.66 1,799

TV18 Broadcast 1.34 229.4 56

VIP India 6.7 95.8 92

Viceroy Hotels 14.64 62.08 12

Jet Airways 1.05 11.95