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Forecasting In Uncertainty: Georgia's Senate Elections Improves The Outlook For The US Tech Market In 2021


In our last US tech market forecast (“US Tech Market Outlook For 2021: After The Election How Politics, The Pandemic, And The Economy Will Shape Industry Tech Budgets“), we projected that US business and government spending on tech goods, services, and staff would be weak, with a 0.4% decrease. At that time, the Republicans had a slim majority in the US Senate, with the prospect of adding to that majority when runoff elections for two Georgia Senate seats occurred on January 7, 2021. Our forecast assumed that the Republican-controlled Senate would resist calls for additional federal government spending to reverse the effects of the COVID-19 pandemic, keeping both the US economy and the US tech market on a slow and tepid recovery path from the 2020 recession. ....

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Outlook 2021 - Samir Arora, Helios Capital


Updated Dec 30, 2020 | 10:44 IST
Samir Arora Founder & Fund Manager, Helios Capital said that strategy going into 2021 after a strong ending to 2020 for Indian markets does not change much.
Samir Arora Founder & Fund Manager, Helios Capital 
Mumbai: From March 2020 lows Sensex and Nifty have rallied nearly 80% , while Nifty Midcap 100 Nifty Smallcap 100 have almost doubled. Top gainer in terms of sector for 2020 have been Pharma & IT with >40% returns each foe the sectors. In 2020 Top gainers from the large cap space has been Divis & Dr Reddy with almost 100% gaines each followed by Cipla & Infosys in the larger names. The rally in domestic equities was led by foreign flow. Foreign Portfolio Investors (FPI) resumed buying Indian stocks after the government gradually lifted COVID-induced lockdown  ....

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