Kanchan: Positive On India's Financial, Pharma Sectors

The video discusses the current global economic climate, focusing on inflation and geopolitical tensions. It examines the resilience of the Indian equity market despite foreign outflows and provides an overview of the Indian bond market, highlighting the RBI's monetary policy and its impact on interest rates. The video also explores the effects of higher commodity prices and geopolitical developments on specific sectors, offering growth estimates for the Indian market.

What percentage of sales do input costs represent for the non-corporate financial sector in India?

• 30%

• 50%

• 70%

• 90%

Why is the Indian bond market not expected to experience a major sell-off?

• Due to its limited outstanding percentage compared to equities

• Because of high interest rates

• Due to government intervention

• Because it is heavily influenced by foreign investors

What is the expected annualized return for NIFTY or Sensex over the next 12 to 36 months?

• 20% to 25%

• 5% to 8%

• 11% to 14%

• 15% to 18%

What are the key risks identified for the Indian equity markets in the short to medium term?

• High inflation and unemployment

• Global commodity prices and rural demand

• Technological disruptions and cyber threats

• Political instability and high taxes

How is the Indian rupee expected to perform in the medium term?

• Remain stable with no change

• Fluctuate within plus or minus 3%

• Depreciate by 10%

• Appreciate by 10%