150 Wealth Creators
Dalal Street Investment Journal|February 28, 2022
With the market indices trading volatile and the broader markets making lower lows, it is time that investors take a cautious approach on the markets. The recent volatility induced by the geopolitical situation involving Russia and Ukraine has punctured the momentum for bulls. The question remains whether the markets will remain higher hereon or investors should be prepared for the worst to come. Yogesh Supekar discusses the market outlook and shares some interesting insights to build a portfolio for 2022
Yogesh Supekar
150 Wealth Creators

Understanding the market is all about studying the top performers and focusing on wealth creators while also getting insights into what the triggers are that drive stock prices higher in specific stocks. While the market conditions were simply conducive for the stock prices to inch higher in 2021, the conditions in 2022 simply look the opposite i.e. not supportive to stock prices. The historic low level of interest rates while the inflation levels are at decadal highs would simply be unsustainable in 2022. As investors attempt to figure out various ways to thrive in the new market environment it is important to preview the market performance of the past one year.

Says Ritesh Gujarathi, an HNI investor, “There is no doubt that 2022 is going to be lot tougher than 2021. After a superb recovery in 2020 the market performance in 2021 was simply better than expected. After two years of wealth creation in the equity markets it is easy to get lazy and expect a repeat performance in 2022. To better prepare in 2022 it is important to study how the market performed in 2021. For example, it is crucial to know which sectors outperformed and which underperformed. Most importantly, which investment themes worked in 2021 and whether the similar themes may work in 2022 would also be a significant factor.”

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