June 09, 2024 | Read Online
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The big event during the week was the markets coming close to all time highs despite a coalition government
Optimism on a stable government helped the markets recover all losses made on Tuesday
FII's continue to sell while DII’s continue to buy in hordes
The high liquidity could continue to support the markets in the near term
We continue to believe that there will be some impact of this coalition on the markets sooner or later in terms of higher volatility. Our long term view remains unchanged, however as mentioned Volatility would be higher than earlier plus return expectation would need to be moderated. Despite all this equities continue to remain the best asset class and with 3 big tailwinds i.e. a) Demographics, 2) Digital dividends, 3) Domestic Liquidity, the optimism continues.
Check our social media post for our views on the market in the short - medium term
Why equities remain the most preferred asset class but volatility and return expectations need to be moderated
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Our Answer:
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