stock market investing: ETMarkets Investors’ Guide: Top themes Atul Suri is bullish on & why | The Economic Times Podcast

Domestic stocks are climbing a wall of worries. Be it a surge in commodity prices due to Russia-Ukraine war and rising China Covid cases or tightening of monetary policy by the US, the domestic market has shown resilience vis-a-vis emerging market peers and is not far away from record high levels.

Amit Mudgill of ETMarkets talked to Atul Suri, CEO at Marathon Trends Advisor to know what’s behind the upbeat market sentiment. Suri also talked about the learnings for investors from FY22 and sectors that could beat the market returns in FY23.

Welcome to the show, sir.

1) The market discounts future positives and negatives, and moves on. What according to you are the prevailing market valuations factoring in? What is that the market is ignoring?

2) Earnings season is ahead. What are your expectations this time? What sort of management commentaries could we see for FY23?

3) Russia-Ukraine war and rising China cases were out of syllabus for the market. There are now also talks about the fourth wave in India. Dalal Street has fared well so far. Do you see Indian stocks may keep doing well vis-a-vis global peers?

4) What is the key lesson investors should take from FY22?

5) What will be your sectoral picks for FY23 and why?

Thank you Mr Suri. That’s all in this week’s Special podcast. Do keep checking this space for more such interesting content and take time out to follow our market podcasts twice every day. Stay safe and Happy Weekend!