Thread by @dspmf

The December 2022 edition of #DSPNetra is out!

Netra is a smart way to keep track of the latest economic trends & insights that matter.

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Inflation is easing. The indicators which make up the inflation basket have softened. This lowers one of the hurdles for policy makers.

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India inflation is also easing. This can have a major bearing on RBI’s monetary policy stance.

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Crude Oil futures curve exits bullish territory. More price damage could be in the offing.

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India’s monetary policy hasn’t been as tight as in the past. What happens when RBI tones down its hawkish stance? Few are thinking about this.

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Emerging Markets are exiting one of the most oversold and disliked phases. Better performance ahead is likely. Bullish.

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Time for FIIs to return to EMs and to India, in hoards.

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Small & Midcap stocks likely to outperform the large-caps. Performance and valuation froth washed off.

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India large-caps have entered ‘not cheap’ zone. Consolidation and earnings growth to be the key driver. Be bottom-up.

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Earnings have been supportive for large-caps. This means the bullish trend to continue with focus on earnings growth drivers.

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Indian consumption recovery is uneven. This is the key risk going into 2023. Improvement in broader economy key.

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US Generics business is picking up. Price erosion is in 11th hour. Bullish Healthcare.

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Realty is probably an opportunity hiding in plain sight. Deleveraging, improved profitability and a reversal in decade old slump. Watch out for opportunities.

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A dashboard to know which sectors contribute to Corporate India’s earnings.👇

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Being more active or doing more doesn’t guarantee success.

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