Volatility is most likely to prevail through this year due to many events scheduled in developed countries. But, experts are sure about equities with a 2-3 year view. As far as domestic aspect is concerned, it is expected that deleveraging cycle will probably play out, leading to an increase in capacity utilization and corporate earnings.
Valuations on parameters like market capitalizations to GDP are reasonable and profit as a percent of GDP has decreased significantly. In coming days, we can expect these matrices to improve, which in turn could lead to better equity returns over the next 2 years. Infrastructure segment looks promising from a 3 year point, given the renewed thrust of the government in this segment.
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Valuations on parameters like market capitalizations to GDP are reasonable and profit as a percent of GDP has decreased significantly. In coming days, we can expect these matrices to improve, which in turn could lead to better equity returns over the next 2 years. Infrastructure segment looks promising from a 3 year point, given the renewed thrust of the government in this segment.
To read more Click Here
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