Investment themes: A Balasubramanian on how to play recovery theme in a Covid-proof market
“Given the fact that the GST collections have been growing continuously, I would say the trades are not getting impacted.”
Source: indiatimes.com
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Investment themes: A Balasubramanian of ABSL MF on how to play recovery theme in a Covid-proof market
. For an investor, the returns in May have been more than satisfactory. Why do you think this market is not reacting to what is happening in the economy? It is true that markets are forward looking but are they getting complacent? There is no doubt that despite the local lockdowns, the steps taken by the government proactively in the last one month, will address some of the issues. Secondly, the ministry of finance has come out with some measures to ensure that the economic growth does not get impacted, the lending activity does not get impacted in the needy sectors. On the basis of this, cle...
Source: indiatimes.com