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ENVISIONING 2022 & BEYOND…

CONSUMPTION JUGGERNAUT TO CONTINUE

* Household Consumption will increase by 46% to INR 191 trillion over the next four years

* Average Household Income to jump from INR 6.8 lakhs in FY22 to INR 9.5 lakhs in FY26

* Gen Z and Millennials to drive consumption

* Core inflation of 5-6% will not dent purchasing power

RISE IN COST OF CAPITAL WILL BE EXTREMELY GRADUAL

* FED taper tantrums won’t spoil the party

* Headline inflation is a transient phenomenon

* India Inc borrowing rates mirror Sovereign paper

* Earnings to offset marginal rise in G-Sec yields

EARNINGS WILL KEEP THE BALL ROLLING

* Earnings growth over the next 3 years to exceed the last decade average substantially

* Bolstering of B/S paves the growth path

* Troubled sectors are out of the woods

* A shift towards organized market share will ensure that even a 10% nominal GDP growth will translate into strong corporate earnings

MARKET CYCLE HINTS AT A MEGA RALLY : NIFTY 32000 in 2025

* Abundant Liquidity to keep Equities in the reckoning

* Growing Institutional participation, a shot in the arm for Indian Markets

* India gaining share in EM Equity basket

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