 "Trideep Bhattacharya")
India Inc is longing for a consumption boost this festive season with GST and income tax reforms in place. Markets, too, have high hopes. In an email interview with Nikita Vashisht, Trideep Bhattacharya, President and CIO - Equities Edelweiss Asset Management explains how seasonal sentiment may influence investor behaviour and market dynamics, suggesting investors to approach traditions like Muhurat trading with a strategic mindset. Edited excerpts:
Do you think festive optimism aligns with or diverges from actual economic indicators? Could this seasonal sentiment mask underlying risks?
A confluence of macro and policy factors provides a credible consumption catalyst – Goods and
