Equity Market Outlook ? Oct 2021

Key highlights

• Markets expected to experience heightened volatility & correction due to global factors

• Listed companies may report CAGR up to 20% in the next 2 years

• Over the medium to long term, a portfolio of quality small-caps and mid-caps is likely to outperform large-caps

• We are overweight on sectors like cement, industrials, and real estate

• We have a healthy mix of large, mid, and small-caps in our portfolios as compared to last year

• Investors should decide their course of action in the context of their own asset allocation