Ms. Shibani Kurian discusses the strong Indian equity market outlook for September 2024, citing macro strength, earnings growth, and sector opportunities.
Equity Outlook for September 2024 with Ms. Shibani Kurian Read Post »
On 31 May 2024, the NSE announced the launch of the Nifty500 Equal Weight Index. The index has its base date as 1st April 2005. The index starts with a value of 1000 on that day. Index values are then computed daily.
Nifty 500 equal weight index Read Post »
Summary Global inflation is slowly coming down, but rising commodity prices and supply chain disruptions are putting pressure on inflation. Central banks have started cutting rates, but it remains to be seen if expectations will be met. The Indian economy is performing well, with positive GDP growth and various sectors showing strength. The market outlook suggests a neutral weight to equity and potential opportunities in sectors like FMCG, private banks, and IT. Timestamped Highlights 00:00 -1:08 Global inflation is gradually decreasing, but rising commodity prices and supply chain disruptions are impacting inflation. 02:10 -3:40 Central banks have started cutting rates, but there is uncertainty if expectations will be met. 04:35 -7:45 The Indian economy is performing well, with positive GDP growth and strength in sectors like FMCG, private banks, and IT. 08:25 -9:35 The market outlook suggests a neutral weight to equity and potential opportunities in sectors such as FMCG, private banks, and IT. Key Insights Rising commodity prices and supply chain disruptions are putting pressure on inflation, despite global inflation slowly decreasing. This could impact the overall market outlook. Central banks have started cutting rates, but it remains uncertain if these expectations will be met. The potential impact on inflation and economic growth needs to be closely monitored. The Indian economy is showing positive signs, with GDP growth, strong sectors like FMCG, private banks, and IT. This presents opportunities for investors. The market outlook suggests a neutral weight to equity, indicating a balanced approach. However, there are potential opportunities in sectors like FMCG, private banks, and IT, which should be considered. The Indian market is influenced by factors such as government policies, geopolitical tensions, and global events. These factors should be taken into account when making investment decisions. Gold and silver prices are influenced by factors like central bank buying, production levels, and demand. These factors should be considered when analyzing the market outlook. The performance of different funds, including equity, hybrid, and debt funds, should be evaluated based on their track record and alpha generation. This can help investors make informed decisions and diversify their portfolios.
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Pictern Technologies LLP is AMFI Registered mutual fund distributor (registration no ARN – 152411) and a BSE registered mutual fund distributor (code – 18016) with registered office at Hyderabad, India
Mutual Fund investments are subject to market risks, read all scheme information and other related documents carefully before investing. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. The Mutual Fund is not guaranteeing or assuring any dividend under any of the schemes and the same is subject to the availability and adequacy of distributable surplus. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to your specific requirements, legal, tax and financial implications of the investment/participation in the scheme before investing.
