Market Strategy, Top Stock Picks For 2022: ICICI Direct
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ICICI Direct Report
2021 has seen a strong economic recovery from the unlocked lows. The recovery in growth mainly stemmed from the government led initiatives by focusing on 'Atmanirbhar' schemes panning across a gamut of sectors, which, in turn, will act as a multiplier catalyst across layers of gross domestic product growth and get the economy back on fast track to achieve the $5 trillion aspiration.
At the onset of 2022, a sea change is expected in the way business operates and transforms itself given the innovations in the digital and tech world.
Hence, in this report, we try to highlight various themes that will run across different sectors and their long term ramifications, which will be consequential on all stakeholders concerning the business. From a market perspective, sectors that we are bullish on are IT, capital goods, auto ancillaries (electric vehicle exposure), retail and real estate.
Click on the attachment for the full list of ICICI Direct's top stock picks for 2022:
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