With high levels of inflation expected to persist in the near future along with more potential rate hikes, what is your outlook on the Indian equity markets in the short to medium term?
We expect inflation to ease as energy prices pull back due to the onset of summer months. There are also signs of US consumer and housing slowdown indicating that demand-led inflation is behind us. However, With China opening up, there may be some commodity restocking taking place which could push up the commodity prices. Also, central bank actions may lead to excessive tightness and liquidity constraints which could lead to a volatile interest rate regime. So yes, inflation may have seen its peak, but the trajectory remains uncertain. The Indian equity markets are still expensive relative to other emerging markets, So, on a short to medium-term basis the equity markets could be volatile.
Which sectors according to you are well-placed for 2023?
This story is from the January 16, 2023 edition of Dalal Street Investment Journal.
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This story is from the January 16, 2023 edition of Dalal Street Investment Journal.
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