ADVERTISEMENT

India Equity Strategy - Time To Mean Revert: Dolat Capital

India Equity Strategy - Time To Mean Revert: Dolat Capital

<div class="paragraphs"><p>Coins sit in a piggy bank on the desk of a stockbroker against the backdrop of computer screens. (Photographer: Simon Dawson/Bloomberg)</p></div>
Coins sit in a piggy bank on the desk of a stockbroker against the backdrop of computer screens. (Photographer: Simon Dawson/Bloomberg)

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.

Dolat Capital Report

The India equity markets have continued their upsurge well into the Q3 CY21, with the Nifty 50 closing record highs.

Nifty 50, for the record, is up 132%. The outperformers within the Nifty have been a mix of metals, financials and IT Services.

Autos have been the most underperforming along with staples. Pharma has been a mixed bag.

India is consistently outperforming the emerging market peers as well as some of the developed markets – this is of course supported by strong inflows from the foreign portfolio investments as well as domestic investors.

The visibility on flows continues to be strong over the medium on strong earnings growth and stable macroeconomic variables.

Click on the attachment to read the full report:

Dolat Capital India Equity Strategy.pdf

DISCLAIMER

This 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.