Equity Market Outlook ? July 2021

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