BQ Blue's special research section collates quality and in-depth equity and economy research reports from across India's top brokerages, asset managers and research agencies. These reports offer BloombergQuint's subscribers an opportunity to expand their understanding of companies, sectors and the economy.
Axis Securities Report
2021, with its strong closing, has now laid a robust foundation for 2022, which is expected to be the year of balance sheet strength driven by significant improvement in corporate profitability.
With current valuations offering a limited scope of further expansion, an increase in corporate earnings will primarily drive the market returns moving forward.
Against this backdrop, our core themes of digital, telecom, banking, rural, staples, and consumer discretionary continue to remain relevant in 2022 as well.
Upcoming Union Budget will be critical for manufacturing, banking and infrastructure sectors.
Click on the attachment for full list of Axis Securities' top stock picks for January 2022:
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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 author entity and do not represent the views of BloombergQuint.
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