Nomura India Amit Thawani on Market Outlook

The video discusses the high market volatility driven by interest rates and geopolitical tensions, with a focus on IPOs and secondary market activities. It highlights the preference for domestic over overseas listings, driven by established tech models. M&A activity is robust, led by private equity and domestic consolidation, with significant transactions like the HDFC merger. ESG is a growing area, with capital raising in renewables and electric vehicles. The video concludes with potential growth in tech, healthcare, and industrial sectors, despite market volatility.

What factors have contributed to the volatility in the markets since the start of the year?

Can you explain what is meant by a 'constructive environment' for IPOs?

What are the key indicators that suggest an increase in capital market activity?

How do private equity funds influence M&A activity in the current market?

What are the implications of the HDFC and HDFC Bank merger for the financial services sector?

In what ways is ESG investment evolving in India, according to the text?

What sectors are expected to see growth in capital market activity over the next year?