Equity Market Outlook ? July 2021

In this video, Harshad gives us his outlook on the Indian Equity market.

In this video, Harshad Patwardhan, CFA, CIO - Equities, Edelweiss Asset Management gives us his outlook on the Indian equities market.

Key learnings from this video:

  • Markets expected to be more volatile and undergo corrections from time to time
  • 2nd COVID has had a less severe impact on the market and the economy as compared to the 1st wave
  • Over the next years, earnings growth is expected to be buoyant, primarily led by industrials and financials
  • Mid-caps & small-caps expected to outperform large-caps from a medium-term to long-term perspective
  • Increased proportion of Mid & Small-caps in our portfolios as compared to last year
  • Investors should remain patient and focus on the long-term


Meet the Speakers

Mr. Harshad Patwardhan

CIO ? Equities


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