Top Picks And Investment Strategy For July- Q1 FY22 Earnings Commentary Critical: Axis Securities

A person picks an apple in  New York. (Photographer: Karolina Wojtasik/Bloomberg)

Top Picks And Investment Strategy For July- Q1 FY22 Earnings Commentary Critical: Axis 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.

Axis Securities Report

Axis Top Picks basket has delivered an excellent 82% return since its introduction in May 2020 (3% in June 2021), beating the Nifty return of 1%.

While Nifty returns stayed limited, the broader market continued to outperform the benchmark, indicating significant market strength.

Macroeconomic news flow was mixed with inflation rising ahead of estimates.

Covid-19 cases have continued to decline at a healthy rate and the vaccination drive has taken off.

Meanwhile, new Covid-19 variants such as Delta plus continue to pose threats to the economic recovery which has already been hampered by lockdowns.

Click on the attachment to read the full report:

Axis Securities Equity Investment Strategy July2021.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.

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