EMs do well during coordinated global recoveries: Savita Subramanian | Interviews

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Savita Subramanian, Head of US Equity and Quantitative Strategy, BofA Securities

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Savita Subramanian, Head of US Equity and Quantitative Strategy, BofA Securities


The US market has been the best-performing globally over the past one year. SAVITA SUBRAMANIAN, head of US equity and quantitative strategy, BofA Securities, spells out the factors underpinning a strong US equity market and possible headwinds and tailwinds, going ahead. In an interview with Samie Modak in Mumbai, Subramanian says high valuations suggest low to mid-single digit returns over the next 10 years. Edited excerpts:


US equities have been best-performing globally. Why is the US market doing so well vis-à-vis other global markets?


The US corporate sector has several advantages that have allowed companies to outperform many other global regions. Firstly,

First Published: Apr 08 2024 | 7:42 PM IST



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