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61: Top sectors for markets to bet on in FY22.

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Manage episode 285850672 series 2624847
Innhold levert av All Things Markets and Mint - HT Smartcast. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av All Things Markets and Mint - HT Smartcast eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

After a blockbuster rally following the budget, markets is losing sheen. Most recently, there are fresh concerns over rising number of covid cases leading to fears of a deeper impact on economy. Adding to those uncertainties is the fear of rising global inflationary risks as crude prices have been on the surge. The sell-off in equities worldwide is also following a sudden rise in 10-year bond yields across the globe. So, now as we are approaching FY22, the question is what are the top sectors to bet on in the new fiscal?To discuss that, Mint's Nasrin Sultana is joined by Satish Ramanathan, MD & Chief Investment Officer – Equity, JM Financial Asset Management.

  continue reading

101 episoder

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Manage episode 285850672 series 2624847
Innhold levert av All Things Markets and Mint - HT Smartcast. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av All Things Markets and Mint - HT Smartcast eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

After a blockbuster rally following the budget, markets is losing sheen. Most recently, there are fresh concerns over rising number of covid cases leading to fears of a deeper impact on economy. Adding to those uncertainties is the fear of rising global inflationary risks as crude prices have been on the surge. The sell-off in equities worldwide is also following a sudden rise in 10-year bond yields across the globe. So, now as we are approaching FY22, the question is what are the top sectors to bet on in the new fiscal?To discuss that, Mint's Nasrin Sultana is joined by Satish Ramanathan, MD & Chief Investment Officer – Equity, JM Financial Asset Management.

  continue reading

101 episoder

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