BQ Blue's special research section collates quality and in-depth equity and economy research reports from across India's top brokerages. These reports offer BloombergQuint's subscribers an opportunity to expand their understanding of companies, sectors and the economy.
Axis Securities Report
Axis Securities top picks - investment strategy have delivered a solid 31% return since introduction in the month of May (5% in September) beating all benchmarks by a significant margin.
Our thematic approach has seen consistent results and we continue to believe in our structural themes of IT, digital, pharmaceuticals, consumer staples, rural, chemicals and automobiles.
The month of October is packed with events which are both global and local.
Global events include the run up to the U.S. elections, news flow on Covid-19 vaccine and earnings for technology companies.
Local events include the Q2 FY21 earnings season, Monetary Policy Commitee, state election and the further opening up of the economy.
We believe volatility is bound to rise in the month and our tactical theme of flight to quality will remain intact.
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DISCLAIMER
This report is authored by an external party. BloombergQuint does not vouch for the accuracy of its contents nor is responsible for them in any way. The contents of this section do not constitute investment advice. For that you must always consult an expert based on your individual needs. The views expressed in the report are that of the brokerage and do not represent the views of BloombergQuint.
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