Market Views - April 2024

In the April 2024 edition of Market Views, Hiren Ved - Director & CIO, Alok Agarwal - Head - Quant & Portfolio Manager, and Himani Shah, CFA, SVP - Investments & Research, come together to discuss the way forward for Indian Markets in FY25.
With elections round the corner, Hiren highlights the impact of the same on market returns, views on flows from DIIs and FIIs, and earnings growth in FY25. Alok shares insights on the impact of global events (such as interest rate changes in Japan) on the flows in India, sectoral leadership change based on the various cycles since 2003, focusing on cyclicals and their outlook in FY25 compared to the previous year.
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0:11 - Introduction
1:18 - Pre and Post Election Impact on Market Returns
6:10 - Impact of global events on flows in India
8:33 - FIIs Inflow After 2 Years of Outflow
13:04 - Sectoral Leadership Change
18:43 - Sectoral Earning Growth Outlook