Q1
India entered this decade with a fairly comfortable degree of macro-economic and policy stability. But within the first 3 years of this decade, we have witnessed a lot of turmoil. Standing at a crucial juncture now, how fast will India recover from the macro shocks & what should investors hold on to?

Q2
As the Indian economy progresses from $3.5 tn to $6 tn over the next 6 years, what is the sector wise view? Which ones will emerge as best performing sectors in the stock market and how will sector wise weights change in NSE 500 over this period of time?

Q3
Most global banks and agencies have downgraded their growth outlook for India to below 7%. In such a scenario, how are markets expected to perform for the next few years?

Q4
With US bond yields crossing 5% in 2033 1st time after the 2008 subprime crisis, there seems to be a flight of capital from risky assets to risk free assets and this is leading to FIIs selling. With the Fed’s strict inflation target of 2%, the US seems to be firm on its hawkish stance towards federal rates. In the last 2-3 years, with FIIs moving away and DIIs adding in, the stock market has turned -ve for growth stocks and +ve for value stocks. What is the way forward?

Q5
Once branded a “third world country,” India is now among the biggest economies of the world. What lies ahead for India & what should investors look out for?

Q6
If the Indian economy is considered to be at an inflexion point, will we succumb to the ongoing global shocks or emerge victorious out of it? How will a global recession impact us & what should be the investment approach going forward?