VIEWPOINT on ‘Equity Market Outlook’ by Harshad Patwardhan – CFA, CIO – Equities | April 2021

In this video, Harshad Patwardhan CFA, CIO - Equities, Edelweiss Asset Management gives us his outlook on the Indian equity market. Key learnings from this video: • For the next few months, the equity market will be full of volatility • No durable impact on the economy and markets from the second wave of Covid-19 infections • Strong corporate earnings growth recovery • Commodities & BFSI sectors are expected to dominate the new flow of earnings • Mid-caps & small-caps expected to continue outperforming large-caps • Overweight on Industrials, Cement and Banking & Financial services • Increased proportion of Mid & Small caps in our portfolio • Investors should spread out their investments as the market is expected to be very volatile Watch the full video to get a better understanding of the Indian Equity Markets. 0:00 – Introduction 0:12 – Views on Equity markets going forward 0:58 – Impact of the 2nd COVID infection wave on the market and economy 1:41 – Recent quarterly earnings & the expected contributing sectors for the earnings ahead 2:26 – Take on mid-caps & small-caps 2:59 – Sectors & themes you are overweight on & the market cap bias 3:29 – What should be the investor approach #EquityMarkets #MidCaps #SmallCaps #HarshadPatwardhan #EdelweissMutualFund Invest in Mutual Funds Here: https://www.edelweissmf.com/types-of-... Find a Mutual Fund Guide Here: https://content.edelweissmf.com/find-... Advice Zaroori Hai - https://content.edelweissmf.com/inves... To know more in detail, connect with us: Website: https://www.edelweissmf.com YouTube:    / @edelweissmutualfunds   Twitter:   / edelweissmf   Facebook:   / edelweissmutualfund