Sector Shift Towards Defensives? | Taher Badshah, Invesco Mutual Fund | The Market

Element of negative surprise not as much as in 2020. Greater amount of familiarity with ways to tackle COVID. Lockdown not as severe this time around. Evidence of vaccine rollout curbing COVID in other countries. Expect to see reasonable recovery in one year's time. Contraction of economic activity not as much as last year. Buy the dips, the bad news, but keep expectations in check. Global cyclicals better place than domestic cyclicals. Spotting value in financials, cyclicals, industrials. Consumption-linked stocks to take some time to recover. Finding more opportunities in broader markets. Expect the impact of pandemic to ease at some stage. Watch the interview with Taher Badshah, CIO (Equities) Invesco Mutual Fund here! Subscribe To ET Now For Latest Updates On Stocks, Business, Trading | ► https://goo.gl/SEjvK3 Subscribe Now To Our Network Channels :- Times Now : http://goo.gl/U9ibPb The NewsHour Debate : http://goo.gl/LfNgFF To Stay Updated Download the Times Now App :- Android Google Play : https://goo.gl/zJhWjC Apple App Store : https://goo.gl/d7QBQZ Social Media Links :- Twitter - http://goo.gl/hA0vDt Facebook - http://goo.gl/5Lr4mC G+ - http://goo.gl/hYxrmj Website - www.etnownews.com