'We are constructive on equities over 18-24 months'

Summary: Canara Robeco AMC’s MD and CEO describes a year that tested conviction and gives a view on markets over a longer horizon than the question asked. He says what listing has and hasn’t changed, and pushes back on how his fund house is labelled.

Summary: Canara Robeco AMC’s MD and CEO describes a year that tested conviction and gives a view on markets over a longer horizon than the question asked. He says what listing has and hasn’t changed, and pushes back on how his fund house is labelled. How would you describe the past 12 months for your fund house in one sentence? A year that tested conviction, sharpened execution and reminded us that in asset management, trust compounds more reliably than market cycles. What is the one number you watch every morning that is not AUM? I watch India’s macroeconomic indicators closely, though not daily. A growin

This article was originally published on October 23, 2026.