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.
HDFC Securities Report
India still is not out of woods as far as the Covid-19 pandemic is concerned or its impact on macro or micro is concerned – though latest macro and micro data are encouraging.
Key worrying points remain - asset quality at lenders, stress in micro small and medium enterprises, fiscal deficit, inflation, job creation etc.
However a bull market never requires all worrying points to be eliminated.
Outcome of U.S. Presidential elections remains a short term worry – though markets have initially loved divided government- but that too may be forgotten a few weeks later.
Click on the attachment for HDFC Securities' full list of Diwali stock picks:
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