Earnings growth has been recovering, but we expect it to accelerate from H2FY19 onwards, and this should be the key driver for markets in 2019, says Sampath Reddy of Bajaj Allianz Life Insurance Company The Budget may cause some volatility in the near term, but we feel that the impact (if any) will be more short-term in nature, and the markets will move on to more fundamental factors, Sampath Reddy, Chief Investment Officer, Bajaj Allianz Life Insurance Company, said in an interview with Moneycontrol’s Kshitij Anand. Edited excerpts: Q. What is your expectations from the Interim Budget? Do you see this as nervousness ahead of the main event? A. The budget may cause some volatility in the near-term, but we feel that the impact (if any) will be more short-term in nature, and the markets will move on to more fundamental factors. Earnings growth has been recovering (albeit slightly below expectations), but we expect it to accelerate from H2FY19 onwards, and this shou...