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Seasoned investors are prioritizing bottom-up stock selection over broad themes amid market consolidation. Vikas Khemani highlights constructive views on PSU banks and IT services, emphasizing long-term earnings growth and valuation comfort. He expects improved foreign investor flows as global conditions evolve, potentially leading to a market rerating.
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Veteran market participant Vikas Khemani anticipates a constructive phase for Indian equities in the coming year, driven by converging factors of earnings growth, valuation comfort, and policy support. He believes the market is poised for a rebound after a period of consolidation, with banking, financial services, and consumption-led themes expected to lead the charge.
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India is poised for a significant economic year in 2025, with real GDP expanding at an 8.2% rate in Q2 FY25-26, a six-quarter high. Inflation remained low, with CPI softening to 0.71% in November, while unemployment dropped to 4.7%. Strong export performance and robust foreign exchange reserves further bolster the economy, now the world's fourth-largest.
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Investors navigating global and Indian markets benefit from understanding fundamental and technical analysis. Fundamental analysis identifies strong companies for long-term growth, while technical analysis helps optimise timing in volatile markets. High-net-worth individuals can combine both approaches to enhance portfolio performance and manage risks effectively.
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Indian government bonds traded narrowly as a large state debt supply and fading risk appetite weighed on the market. The benchmark 10-year yield hovered near 6.60% amid a widening liquidity deficit, despite the RBI's bond purchases. Traders anticipate a heavy fourth-quarter debt calendar, potentially setting a record high.
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News and Media
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