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Axis Securities Report
Themes For Samvat 2077
- The small and midcaps are picking up steam and they should deliver solid returns in 2021 as economic uncertainties will reduce and volatility will decline. We believe volatility will decline significantly in 2021 which will lead to a small and mid cap rally.
- Housing and banking will be major themes to watch out for in 2021 because of correction in real estate prices and lower interest rate regime.
- Digital and telecommunications will continue to remain major long-term structural themes.
- Vaccination drive and complete opening up of the economy will be key factors for growth.
- Growth is now a more certain theme, but growth at a reasonable price will be an even bigger theme to invest which will deliver solid returns over the next one year.
Click on the attachment for Axis Securities' full list of Diwali stock picks:
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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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