Q2 FY22 Equity Market Outlook: IDFC AMC

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..IDFC AMC Research Report .Global markets have done extremely well since the bottom of March 2020. Indian markets have done even better and are now one of the best-performing markets globally both from the bottom and even pre-pandemic levelsWithin India, small caps and cyclicals have outperformed from the bottom of the market, but on a longer-term basis, these segments underperform; despite strong cyclical earnings rebound in the last five quartersFrom FY08-20, the share of stable sectors in BSE200 profit after tax has gone up continuously and so has the market cap share of these sectors. Starting FY21, over the next two to three years cyclical earnings are expected to grow faster and hence take a higher share of profit after tax. Will this result in a reversal in fortunes for cyclical sector returns?.Click on the attachment to read the full report:.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.

Q2 FY22 Equity Market Outlook: IDFC AMC

Q2 FY22 Equity Market Outlook: IDFC AMC

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