Investment theme and financials were in flavour during 2022 while consumption theme and globally oriented sectors did relatively badly. In the initial part of 2023, the same themes might continue, says Hajra. Read More
Tag: equities
2023 portfolio: Diversify beyond equities into bonds & gold
But for global shocks, Indias inflation will moderate in 2023. Even if commodity prices were to stay flat, WPI inflation will be significantly low. Flat energy prices and reduced aggression in core price hikes imply CPI inflation could soften to ~5%. Food inflation still entails pockets of uncertainty. Read More