Business & Investment

ETMarkets Investors’ Guide: The Best Investment Strategy to Overcome Covid Risk

Welcome to the ET Markets Investors Guide. This is a show on asset classes, market trends, and investment opportunities. This is Sabarisaran.

Investors were wary of the outlook for economic growth due to the catastrophic surge of the second wave of Covid in India, and the FII sold out significantly after about six months. Meanwhile, the country is also afraid of a possible third wave. Thus, sector rotation is ubiquitous, with industries that meet demand outside India showing strong traction, but cautious in many domestic demand-driven sectors that were once considered perennial money spinners. Is spreading.

So will this wave of Covid change all these equations, change the investor’s perspective and squeeze India Inc’s bottom line as it does in 2020?

Interview with Harsha Upadhyaya, Equity President and CIO of Kotak Mahindra AMC, to understand the impact of partial blockades on earnings, discover a sector where he can rest assured, and be able to make the best investment strategy in the state I found what he thinks. listen…

Welcome to the show, Sir.

>> How much impact does the second Covid Wave have on earnings forecasts? Do investors need to worry?

>> Covid Wave influences the quality of a bank’s assets. What do recent bank commentary suggest? What do you think about banks?

>> Are you satisfied with the IT and pharmaceutical counter evaluations? What is your call to the two sectors?

>> Various forecasts suggest that this Covid wave could peak between May and June. Are there any sectors that you think Street is more worried about?

>> Despite the surge in metal stocks, Street is GungHo in this sector, especially steel. What is your view?

>> What is your investment mantra? What advice do you have for investors?

Thank you, Upadhyay. That’s it for this week’s special podcast. Keep an eye out for such interesting content in this space and take the time to follow market podcasts twice a day. Have a safe and happy weekend!

ETMarkets Investors’ Guide: The Best Investment Strategy to Overcome Covid Risk

https://economictimes.indiatimes.com/markets/stocks/etmarkets-podcast/etmarkets-investors-guide-best-investment-strategy-to-sail-through-covid-risks/podcast/82341285.cms ETMarkets Investors’ Guide: The Best Investment Strategy to Overcome Covid Risk

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