Despite DII selling since Sept 2020, markets have continued to move up due to continued FII participation.
Demand recovery is still uncertain and uneven. Complete opening up of economy leads to the risk of a second wave.
COVID- A disguise in blessing. COVID has taught many businesses how to curtail expenses and improve margins.
"China +1" Theme can be a good opportunity for India
Capex Cycle Recovering
India vs China in IT Sector, Electronics, Chemicals and Pharma Sector
With Covid-19 pandemic , the street lacked clarity on the economic impact on businesses and completely wrote off corporate earnings. Surprisingly, economic recovery has been faster than expected helped by faster demand normalization and high cost efficiencies.
Where we are in the current market cycle.

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