What’s in store for the stock markets this fiscal and how should you invest ?

On this ‘State of the Financial system’ podcast hosted by businessline’s Parvatha Vardhini C, Ashish Shanker, MD&CEO, Motilal Oswal Non-public Wealth, begins by telling us what lies forward for the fairness markets after the relentless rally of the final three years. He feels that although India stays robust essentially with good development charges, globally, the image is just not so nice. Rates of interest haven’t come off as early as anticipated, geo-political points stay and the truth that this yr is election-heavy throughout the globe recommend that there are sufficient dangers within the system, in accordance with him. Ashish sees earnings development this fiscal reverting to long-term averages in each the large-cap and mid and small-cap areas. For FY25, he expects Nifty earnings is predicted to be within the mid-teens and advises investing in a mix of development and worth methods. Whereas FY24 earnings have been pushed by margin growth on decrease commodity prices, he expects working leverage from capability expansions to assist earnings any further. Gold is hitting new highs and alongside fairness and gold, HNIs and extremely HNIs – whom Motilal Oswal Non-public Wealth companies – are taking to non-public credit score in addition to actual property funds, he says. Hearken to this insightful dialog for extra on tendencies within the fairness markets and the way you must make investments this yr.

Host: Parvatha Vardhini C; Producer: Siddharth Mathew Cherian

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