Archive · 23 Jul 2026
Emmer Capital Maintains India Allocation Amid Oil Risks
Emmer Capital Partners, led by CEO Manishi Raychaudhuri, is keeping its investment in India despite worries about rising oil prices and geopolitical tensions.
They think investors should focus on sectors like oil exploration, basic materials, and private banks, which are expected to do well over the long term.
The firm believes private banks, especially those with strong credit growth and controlled costs, will perform better.
Despite recent challenges, they see India as a good place to invest, especially in the banking sector.
Emmer Capital Partners maintains its India allocation despite rising oil prices and geopolitical tensions.
CEO Manishi Raychaudhuri advises focusing on sectors with improving earnings and long-term potential.
Preferred sectors include oil exploration, basic materials, select industrials, utilities, and consumer services.
Private sector banks are favored for their long-term investment potential.
ICICI Bank is cited as an example of a bank with strong credit growth and controlled costs.
- Who
- Emmer Capital Partners, Manishi Raychaudhuri
- What
- Maintaining India allocation despite oil price risks
- When
- Present
- Where
- Global markets, India
- Why
- Belief in long-term potential of private banks and selective sectors
Optimistic View
Cautious View
Market Uncertainty
Optimistic View
Focus on sectors with improving earnings and long-term potential in private banks.
Cautious View
Geopolitical tensions and rising oil prices pose significant risks to the market.
- Company
- Emmer Capital Partners
- CEO
- Manishi Raychaudhuri
- Key Sectors
- Oil exploration, basic materials, select industrials, utilities, consumer services
- Preferred Banks
- Private sector banks
- Example Bank
- ICICI Bank