Prashant Jain of HDFC Mutual Fund on the top hot themes to bet on in 2022

"I think returns should be positive over the course of next year. The valuations are reasonable. Some people felt that markets have run up much ahead of the economic growth or fundamentals, but I think that is not entirely true. Markets are now keeping pace with the fundamentals," Market veteran Prashant Jain, who is the Executive Director & Chief Investment Officer at HDFC AMC, told ET NOW.