BNP Paribas Eleswarapu on Indian Markets

The video discusses the current earnings season, highlighting that 50% of companies have missed earnings but performed well on the top line. The full impact of cost inflation is expected in the next quarter, with inflation peaking around September-October. Monetary policy options are limited, and fiscal stimulus is crucial. Equity strategies are shifting due to persistent inflation and rising interest rates. Investment advice includes focusing on cash-rich companies and sectors like healthcare and telecom, while being cautious with consumer discretionary.

What are the two sources of risk identified for the next six months?

What strategies are recommended for investors in the current market?

What sectors are suggested to be avoided currently?