Samvat 2078: What's in store for equity markets?
What does Samvat 2078 have in store for Indian equity markets? Which sectors look investment-worthy? Leading market experts answer these questions and help you better understand what lies ahead
Markets insights | Samvat 2078 | Market Outlook
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After a stellar liquidity-driven run in Samvat 2077, experts are suggesting that investors should brace for a volatile phase for Indian equity markets in Samvat 2078. The market direction, they say, will be guided by a host of domestic and foreign factors that will keep the markets choppy. These include:
- Commodity prices and their impact on inflation and corporate earnings
- Policy stance of global central banks, especially the US Federal Reserve
- A fresh wave of Covid infections, if any
- Global developments like economic recovery and China factors
- IPO pipeline and liquidity with retail investors
- High single-digit to mid-double-digit return
- Underperformers will try to catch up
- Economy-facing sectors should do well
- Capex cycle recovery will be a theme to bet on
- Bullish on healthcare, large-cap IT, specialty chemicals
Global liquidity, however, could be at risk as the US Fed starts to taper. He said:
- Not many investment alternatives for investors due to low interest rates
- Liquidity will flow depending on available opportunities
- Tech-led IPOs will get investor’s interest
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