![]() Q: Are we still in the midst of a global tightening policy? The shift from needs to wants alongside massive regulatory developments have acted as a catalyst in the growth of financial assets. Regulatory bodies, too, have played an impactful role in developing the financial ecosystem & making it more transparent. The behaviour change was partly boosted by Covid, with more people entering the stock market and focusing on insurance.Īlso read: Samir Arora on IT: When 6 brokerages cut estimates for a sector, it's weaker earnings ahead Q: Your take on financialisation of savings as a theme?įinancialisation of assets and its increasing flow into the managed investments industry in recent years has been backed by buoyant debt and equity markets on the back of liquidity. We believe rural markets are poised to revive going forward, and rural-oriented businesses will benefit from this. Real wage inflation also turned positive recently after nearly 3 years.Īlso read: PKH Ventures withdraws Rs 379-crore IPO due to lack of QIB response Monsoon progression is encouraging after a weak start which bodes well for agriculture & rural economy. Q: Is it the time to bet on rural economy-related themes? Various high-frequency indicators along with various RBI surveys point to healthy demand traction in Q1 (RBI estimates a Q1FY24 real GDP growth of 8 percent YoY), which along with lower commodity prices (LME metal index down 17 percent YoY and Brent crude oil down by 30 percent YoY) is likely to result in mid-teen corporate earnings led by margin expansion. Q: What are the key things to look for in the June quarter earnings season? ![]() Monsoon, inflationary trends and interest rates are key risks to monitor in the coming months. Low corporate leverage coupled with improved return ratios, strong earnings growth, and robust economic growth has led to FII flocking back to India. ![]() The Nifty has rallied smartly over the past 3 months, however, still remains below long-term averages of 20x. Q: Is the market looking expensive now? Do you expect any kind of risk that can derail the rally in the coming months? He believes that rural markets are poised to revive going forward, and rural-oriented businesses will benefit from this.įinancialisation of assets and its increasing flow into the managed investments industry in recent years has been backed by buoyant debt and equity markets on the back of liquidity, says Sushant with over 19 years of experience in asset management. In an interview with Moneycontrol, Sushant Bhansali, CEO of Ambit Asset Management, emphasizes the importance of monitoring the monsoon, inflationary patterns, and interest rates as significant risks in the upcoming months.
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