Equities in 2023 - December 2022
Trideep Bhattacharya, Edelweiss AMC CIO ? Equities, shares his views on Equity Markets 2023. Understand how investors should approach the coming quarter, keeping the year ahead in mind. Watch to know more!
In this video, Trideep gives us his outlook on the Indian Equity market.
Key highlights
- Recessionary Conditions before Returns materialize in second half of 2023
- Banking/Financials to show robust growth
- We are positive on economy facing sectors like
- Rebound in credit growth, private sector investment demand, house-hold capex demand, global market-share gainers, idiosyncratic country-specific themes
- Investor should focus on bottom-up themes rather than macro-themes.
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