Market insight: market Outlook discussing Aditya Birla Sun Life AMC Of CIO Shiva Patil said that the last three-four quarters From equity Conditions were not very good for the market. But now the circumstances have changed a lot. Due to this, there are a lot of positive sentiment It is visible. The results of the companies in the second quarter have not been good. last few quarters From earnings mid Single digit Are around. But now from here we will get around 11-12 percent. growth Can be seen coming. from the third quarter GST The impact of cuts and other reforms will be visible.
Another one in December rate expected cut
RBI of policy It has also become quite soft. RBI Rates have been reduced by up to 1 percent. Another one in December rate Cut is expected. banks and NBFC over which limit was imposed They has also reduced considerably. Due to this further system Cash will increase. The market will also benefit from this.
Indian markets are no longer as expensive as before
for investment sectors keep an eye on
Shiva Patil says that in the last 1-2 years the day sectors have performed poorly, now there are opportunities to invest in them. Consumption related stocks may show a rise in the next 1 year. from the second half consumer staples Should speed up. They should also get the benefit of GST cut. further ahead auto There may also be a boom in the sector. High growth in this sector in the next few years Single digit growth Can be seen. banking good in sector also growth are supposed to. banking of private banks in Valuation Looks good too. insurance Shares also seem ready to rise.
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