Kotak Mahindra Shibani Kurian on Indian Markets

The video discusses the current state of markets, highlighting volatility and inflation concerns. It examines market valuations, investment strategies, and earnings estimates, emphasizing a bottom-up approach. The impact of inflation on corporate earnings and the RBI's monetary policy are analyzed. The video also explores the IT sector's growth and the effects of currency fluctuations on export-oriented sectors.

What are the expected trends in the Indian markets in the near term?

How have absolute valuations in the markets changed over the last six months?

What factors are contributing to the pressure on corporate earnings in the first quarter of FY23?

What is the significance of the corporate profit to GDP ratio in India?

What are the concerns regarding inflation and its impact on the market?

What are the challenges faced by the IT services sector in the current market environment?

How is the weakening of the currency expected to affect different sectors?