The Indian stock market had an excellent year in 2022, with the Sensex and other indices such as mid-caps and small-caps performing particularly well compared to their global counterparts.
As the markets are currently trading at all-time highs, year 2023 is expected to be a noteworthy year due to factors such as a strong economic recovery, increased government spending, a rise in global commodity prices, and a strong improvement in corporate earnings.
POTENTIAL THEMES
Some sectors and investment themes that may be worth considering in light of recent developments are listed below.
INSURANCE
Insurance has regained attention recently as regulatory risks have lessened following amendments by the regulator. The sector, especially health insurance, has experienced significant ups and downs over the past three years.
However, the year 2020 brought a change in fortune for the sector as the health insurance market saw significant growth due to increased awareness and the ongoing threat of covid-19. Additionally, recent spikes in covid-19 cases in China and Japan have raised new concerns that could keep the insurance sector in the spotlight in 2023.
Recent spikes in coronavirus cases in some countries have caused concerns, and governments have taken steps to mitigate the impact. Government announcements and new guidelines for precautions are likely to improve sentiments.
Authorities are working to prevent and protect their countries from a repetition of the pandemic, which could bring the sector back into focus in the current year.
هذه القصة مأخوذة من طبعة February 2023 من Beyond Market.
ابدأ النسخة التجريبية المجانية من Magzter GOLD لمدة 7 أيام للوصول إلى آلاف القصص المتميزة المنسقة وأكثر من 9,000 مجلة وصحيفة.
بالفعل مشترك ? تسجيل الدخول
هذه القصة مأخوذة من طبعة February 2023 من Beyond Market.
ابدأ النسخة التجريبية المجانية من Magzter GOLD لمدة 7 أيام للوصول إلى آلاف القصص المتميزة المنسقة وأكثر من 9,000 مجلة وصحيفة.
بالفعل مشترك? تسجيل الدخول
PRUDENT PRACTICES
Banks worldwide navigate a complex balancing act, steering economies toward growth while safeguarding financial stability through thoughtful management of interest rates and credit risks
RETAIN ROULETTE
Inexperienced investors spin the market wheel, chasing dizzying valuations and risking a bubble burst
UNRAVELED THREADS
Bangladesh's crisis disrupts global textiles, offering India a potential opportunity, but production constraints limit its gains
PASSING THE BATON
Succession planning helps ensure uninterrupted leadership
RISKY BUSINESS?
SEBI's efforts to protect retail investors from derivatives market risks could inadvertently dampen market volumes
INFLATION-PROOF YOUR CHILD'S FUTURE
Inflation might be stealing your child's future, but children's mutual funds can be their superhero
EMBRACE UNCERTAINTY, SAYS MARKS
Howard Marks urges investors to embrace uncertainty, long-term thinking, and focus on controllables, shunning in his memo “The Folly of Certainty”
IMPORTANT JARGON
70% OF INDIVIDUAL INTRADAY TRADERS IN THE EQUITY CASH SEGMENT MAKE LOSSES, FINDS SEBI STUDY
AN ASCENT T'O NEW HEIGHTS
The IMF predicts India's economy to reach 55 trillion by 2047, driven by various economic indicators showing positive growth and government initiatives
CARRY TRADE CRASH: GLOBAL MARKETS REEL
Japan’s Policy Shift Sends Shockwaves Through Global Markets, Including India, as Yen Carry Trade Disintegrates
