Samvat 2080: ‘Indian economy poised for investment in equity, bonds and gold’
Also read: Diwali Muhurat Trading today: Timings, details & all you need to know Secondly, of notable significance, large caps earnings growth in H1 has been robust, with high double-digit growth of 30 to 35%, based on the Q2 results announced till date. Despite this impressive earnings performance, the stock performance of India& large-cap index, exemplified by the Nifty100, remains in the low double digits. Foreseeing a narrowing in the peer performance between mid to large caps over the next six months, we posit that large caps are positioned for superior performance.
This expectation is also underpinned by resilience in overcoming the ongoing global economic challenges. The principal insight from 2079 underscores the outperformance of Midcaps beyond initial expectations. Broad market has yield positive returns, but the year was characterized by inherent volatility, a perennial aspect of equity.
Consequently, a continual reassessment of stocks, economic conditions, industry dynamics, and geopolitical factors, inclusive of qualitative aspects such as behavioural research, was imperative to evaluate portfolio. And thirdly, a proactive approach was needed to withdraw & churn funds, whether in profit or loss, across stocks, industries, and assets. This dynamic strategy had to be done by assessing key indicators like bond yield, money supply, inflation, and valuation suggesting shift in risk.
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