Sharing presentation and key highlights of @FLAMEUniversity webinar on Equity Markets and Real Economy: The current paradox. Link and key highlights from webinar are annexed.
flame.edu.in/pdfs/fil/prese…
flame.edu.in/pdfs/fil/prese…
Listed stocks are akin to bright IIT/IIM students. Would do well in all weather and conditions. 
Between 2019-2022E, GDP Up by 21%, but Profit of Nifty 50 Up by 70%
“Revenue is vanity, profit is sanity, but cash is king” – Alan Miltz
Emerging Competitively Advantaged
Will grow much faster than nominal GDP
Taper Tantrum around corner?
Either time/price correction and/or sharp nominal GDP growth?
Rising Tide lifts all ships
Decadal & Structural drivers in place
Transient Inflation?
Asset Productivity increasing in relation to cost
Small dosage of inflation will be good
To sum it up, Corporate performance could be strong. Hence the disconnect between the economy and the markets. Not a still picture but a dynamic evolving story. Stay tuned.
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