Masterclass on Tracking Stock Market & Economic Cycles by Mr. Prateek Parekh скачать в хорошем качестве

Masterclass on Tracking Stock Market & Economic Cycles by Mr. Prateek Parekh

Key Points Covered in the Session: 1. Global Correlation: India’s equity markets are strongly linked with global and EM markets through trade, pricing, and capital flows. 2. Role of FII Flows: FII inflows create macro liquidity and are far more impactful on markets than DII flows. 3. Margin-Led Earnings: Post-COVID earnings growth in India was driven by margin expansion, not topline growth. 4. Shorter Market Cycles: Due to rapid margin reversals and weak demand, sectoral cycles are now shorter (4–6 quarters). 5. Valuation Caution: High current valuations suggest we are in a late-cycle phase, implying limited medium-term upside. 6. Liquidity & Interest Rates: Despite rate cuts, bond yields remain high due to sovereign debt overhang, limiting equity upside. 7. Demand Weakness: Domestic consumption is weak due to low wage growth and limited private sector capex. We are bringing renowned CEOs & CIOs of India to interact live about capital markets with our students. An exclusive opportunity just for FinBridge and FinPlus students For short informational Reels follow us on Instagram: https://www.instagram.com/finnacle.in... For detailed threads, check out our Twitter handle (X):   / finnacle_inst   For more such educational content on Finance, check out our forum Forum: https://www.finnacleshahclasses.com/f...