Manulife's Rana Gupta: Investor Playbook for Indigo, Quick Commerce, EMS, Meesho

• Manulife's Rana Gupta advises caution on Indigo due to unclear revenue/cost dynamics amid operational challenges.
• Gupta is optimistic about quick commerce's long-term outlook, expecting profitability for larger players within 2-3 quarters despite short-term concerns.
• For the EMS sector, Gupta stresses cash flow alongside growth, seeing opportunities after recent corrections given India's projected electronics production growth.
• Regarding Meesho, Gupta highlights its focus on free cash flow and questions the scalability of its open-sourced logistics model in India.

Why It Matters: It offers investor insights into key Indian market sectors and trends.