A K-shaped recovery, the Ukraine war, inflation and interest rates will all determine the width of the economic recovery in the investment year ahead. Markets would hope for a broadening of recovery across sectors, which would drive consumption and investment in Samvat 2079, says the top edit here. Read here
In other views:
Akash Prakash points out that just as the mistakes of the bull market stand cruelly exposed, one must be careful not to get caught up in the current bearish rhetoric. Equity markets will turn with all the economic noise still bearish.