Insights and Strategies | September 2023 | Navigator | DSP Mutual Fund

Описание: With the market perched at an interesting point, what does the outlook look like going forward? In the September edition of the Navigator, Pragati Aggarwal, Products and Macro, DSP Mutual Fund, looks at the four key drivers of equities – valuation, earnings, macroeconomic indicators, and the interest rate cycle - to help you align your assets with them.

Pragati also talks about the sharp rally in the mid-cap and small-cap segments and the earnings trajectory going forward (she expects revenue growth to moderate). She advises investors to take a cautious approach given the economic outlook and remain well-diversified.

Check out the video for more.

00:00:00 - Chapter 1: Introduction
00:00:59 - Chapter 2: Navigating today: What are we saying?
00:03:11 - Chapter 3: Nifty valuations have risen back above average
00:04:09 - Chapter 4: India's valuation related to peers remains elevated
00:04:52 - Chapter 5: SMID are now 40% of the overall market capitalization
00:05:56 - Chapter 6: India VIX is at all-time low - A sign of complacency?
00:06:58 - Chapter 7: Can the equity market continue to do as well in the rest of 2023?
00:08:25 - Chapter 8: Earnings were robust in select sectors
00:09:48 - Chapter 9: Bond market blues
00:10:29 - Chapter 10: A growth slack to bring inflation down durably?
00:11:34 - Chapter 11: Market strength in select indicators
00:13:04 - Chapter 12: Post covid fiscal profligacy
00:14:47 - Chapter 13: DSP Capex Tracker
00:15:27 - Chapter 14: The beneficiaries of margin expansion from lower raw material cost
00:16:27 - Chapter 15: Pharma sector
00:17:44 - Chapter 16: From inverted, back to flat- but the recession still awaits
00:18:45 - Chapter 17: Steep hike cycle
00:20:15 - Chapter 18: Why it's time to buy longer-dated Indian bonds
00:21:11 - Chapter 19: Asset class view


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