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ICICI Securities Report
Since the current bull market started from the bottom in March 2020, Indian equities have paused five times (April 2020, August 2020, October 2020, February 2021 and now since October 2021) for brief corrections before resuming the subsequent upmove.
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We believe the current phase of correction is another such pause or consolidation before the next surge begins.
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Sustainability of the rise has its underpinnings in:
the strongest corporate earnings upgrade cycle since global financial crisis (one-year rolled forward earnings per share for the Nifty50 index is up 32% CY21-to-date);
economic recovery driven by core activities related to GFCF and exports (commodities, construction, manufacturing, utilities, etc.);
comfortable global liquidity outlook as the U.S. Fed has only reduced the pace of liquidity infusion by announcing tapering while governments and central banks continue to spend or infuse liquidity.
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