Envisioning 2022 And Beyond - Sense & Sentiment; Top Stock Picks: Yes Securities

BQ Blue’s special research section collates quality and in-depth equity and economy research reports from across India’s top brokerages, asset managers and research agencies. These reports offer BloombergQuint’s subscribers an opportunity to expand their understanding of companies, sectors and the economy..Yes Securities Report.We visualise the following to underpin a structural Bull run in Indian Equities.Consumption juggernaut to continue - household consumption will increase by 46% to Rs 191 trillion over the next four years, average household Income to jump from Rs 6.8 lakhs in FY22 to Rs 9.5 lakhs in FY26, gen Z and millennials to drive consumption.Earnings will keep the ball rolling - earnings growth over the next three years to exceed the last decade average substantially,bolstering of balance sheet paves the growth path,troubled sectors are out of the woods,a shift towards organised market share will ensure that even a 10% nominal gross domestic product growth will translate into strong corporate earnings.Rise in cost of capital will be extremely gradual -FED taper tantrums won’t spoil the party,headline inflation is a transient phenomenon,India Inc borrowing rates mirror sovereign paper,earnings to offset marginal rise in G-Sec yields.Market cycle hints at a mega rally : Nifty 32000 in 2025 -abundant liquidity to keep equities in the reckoning,growing institutional participation, a shot in the arm for Indian markets,India gaining share in emerging market equity basket..Click on the attachment for full list of Yes Securities' top stock picks for 2022:.DISCLAIMERThis report is authored by an external party. BloombergQuint does not vouch for the accuracy of its contents nor is responsible for them in any way. The contents of this section do not constitute investment advice. For that you must always consult an expert based on your individual needs. The views expressed in the report are that of the author entity and do not represent the views of BloombergQuint..Users have no license to copy, modify, or distribute the content without permission of the Original Owner.

Envisioning 2022 And Beyond - Sense & Sentiment; Top Stock Picks: Yes Securities

Envisioning 2022 And Beyond - Sense & Sentiment; Top Stock Picks: Yes Securities

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