Get us on https://www.linkedin.com/title/ripples-advisory click here, more and for Two days Free Trial drop your missed call on ➠9303093093
The Indian equity market is exiting the low return trap and equities are likely to deliver 15 percent return in rupee terms next year. The low return environment that the country seems to be trapped in may get a breather in 2017, thanks to better equity valuations, bottoming of the growth cycle (disrupted temporarily by the recent demonetization) and higher correlations with global equities market. Demonetization has come as a negative surprise leading to lower GDP growth estimates and therefore earnings and the recovery are likely to be pushed back by a couple of quarters.
The Indian equity market is exiting the low return trap and equities are likely to deliver 15 percent return in rupee terms next year. The low return environment that the country seems to be trapped in may get a breather in 2017, thanks to better equity valuations, bottoming of the growth cycle (disrupted temporarily by the recent demonetization) and higher correlations with global equities market. Demonetization has come as a negative surprise leading to lower GDP growth estimates and therefore earnings and the recovery are likely to be pushed back by a couple of quarters.
No comments:
Post a Comment