Equity Market Outlook
In this video, Harshad gives us his outlook on the Indian Equity market.
- Large caps continue to outperform Mid caps and Small caps
- 2-2.5% spike in the Indian stock markets during elections, post the performance has remained very stable and flat
- FII flows in second quarter of 2019 have been fairly good standing at $3.1 bn
- Nifty earnings grew by about 9%.
- Mid caps and Small caps seem to offer very good value on a risk reward basis
- Overweight on banks, industrials and chemicals
- Underweight on pharmaceuticals, telecom and global commodities.
Meet the Speakers
Mr. Harshad Patwardhan
CIO ? Equities
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