A significant fundamental factor from the market perspective is that US & China are leading By V K Vijayakumar, Geojit Financial
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Below are Views On A significant fundamental factor from the market perspective is that US & China are leading By Dr. V K Vijayakumar, Chief Investment Strategist at Geojit Financial Services
"A significant fundamental factor from the market perspective is that US & China are leading the global economic recovery. This will translate into earnings growth particularly in emerging markets like India. An important market trend in India is the outperformance of small-mid cap indices. While Nifty is up 4.7% YTD the small and midcap indices are up by 14% and 15% respectively. This outperformance is likely to continue since there is more value in this segment. Sectorally, IT has been outperforming on the back of clear earnings visibility. IT index is likely to come under selling pressure after Q4 results since there has been significant speculative buying anticipating good results. While rising Covid cases is a matter of concern, it is unlikely to have a major economic impact"
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