Consolidation in the market continued for another week. Riding on promising Union Budget and dovish Reserve Bank of India, there was some buying during the week but rising inflation has punctured that enthusiasm to an extent.
However, it does not mean the structural bull run is over. The Indian economy is growing at a rapid pace and so is earnings of India Inc. This will lead to buying in the market in the next few months, the market veteran we talked to this week said.
ETMarkets’ Shubham Raj caught up with Sachin Shah, Fund Manager, Emkay Investment Managers Limited to understand how the market may behave going ahead, what he thinks about RBI decision and EV disruption in the auto industry.
Listen in!
Q1. How do you read markets now?
Q2. What is your take on the RBI interest rate decision? How should the market read it?
Q3. How would you rate the earnings season? Which sector do you think emerged as the winner?
Q4. Three sectors that you are focussing on for the next one years?
Thank you Shubham and Mr Shah for a very intriguing conversation.
That’s all in this week’s special podcast. Do keep checking this space for more interesting content and take time out to follow our market podcasts twice every day. Stay safe and Happy Weekend!
