The fact that the Fed’s balance sheet tightening has also begun, expectations that foreign equity outflows could intensify are not overstated. Already, REIT outflows are approaching the Rs 2 lakh crore mark, and the main driver of the Indian market so far, retail investors, are unsure whether to sit still, pump in more money to invest. or exit the market.
ETMarkets sat down with Dhananjay Sinha, MD & Head – Strategist of JM Financial Institutional Securities, to find out how these global developments will impact domestic equities and his advice for Robinhood investors, who are seeing a decent correction likely for the first time in their investment career.
To listen!
>> This week, US bond yields reversed again, signaling an impending recession. What signals do they send to the internal market?
>> Wall Street entered a bear market this week. Do you see a good chance of D-Street following suit, as June quarter earnings would fully reflect the impact of inflation anyway?
>> This would probably be the first time that “buying on the downside” hasn’t worked for new investors. What advice would you give them?
>>Rising bond yields make equity investments unattractive? Do you see the continuation of significant trade flows?
>> If you had to choose a few pockets where money can be made in a falling market, what would they be?
Thank you Mr. Sinha for the ideas.
That’s all in this week’s special podcast. Keep checking this space for more interesting content and take the time to follow our market podcasts twice a day. Stay safe and have a nice weekend!
