Archive · 18 Jul 2026
DSP Asset Managers Bets on Cyclicals
DSP Asset Managers, a company that helps people invest money, thinks that certain types of businesses, called cyclical sectors, and insurance companies are good places to put money.
Their boss, Anish Tawakley, believes that even though the world is a bit uncertain and oil prices are high, Indian companies will still do well.
However, he is a bit worried about the IT sector and businesses that lend money without much security.
He sees insurance as a great long-term opportunity.
DSP Asset Managers' CIO Anish Tawakley expects India's earnings cycle to remain strong despite higher crude prices.
Prefers investing in cyclical sectors and sees insurance as a long-term opportunity.
Cautious about the IT sector and unsecured lending due to potential risks.
Views global uncertainty as a factor but remains optimistic about certain sectors.
Highlights insurance as one of the most attractive long-term investment opportunities.
- Who
- DSP Asset Managers, Anish Tawakley (CIO)
- What
- Betting on cyclical sectors and insurance as value plays.
- When
- Not specified
- Where
- India
- Why
- Expects strong earnings cycle despite higher crude prices and global uncertainty.
Optimistic View
Cautious View
Market Outlook
Optimistic View
Expects India's earnings cycle to remain strong despite higher crude prices.
Cautious View
Cautious about IT sector and unsecured lending.
- Company
- DSP Asset Managers
- Key Figure
- Anish Tawakley (CIO)
- Preferred Sectors
- Cyclical sectors, Insurance
- Cautious Sectors
- IT, Unsecured Lending
- Market Condition
- Global Uncertainty