Markets down by 10% Markets down by 10% from the Peak: What lies ahead? Markets down by 10% Markets down by 10% from the Peak: What lies ahead?
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Asset Allocation Direct Equity & PMS Market Outlook Wealth Management

Markets down by 10% Markets down by 10% from the Peak: What lies ahead?

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Pratik Bagaria
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Markets down by 10% Markets down by 10% from the Peak: What lies ahead? by Pratik Bagaria

Highlights

  • Executive summary of the current market situation
  • Short-term market outlook: Caution is advised
  • Long-term market outlook: a bullish perspective
  • Dezerv’s view on managing the current equity portfolio
  • Recommendations for deploying new cash in equities
  • Insights for fixed income investors in the current scenario

Synopsis/Summary

Current market situation: The market (Nifty 50) reached an all-time high on 26th September 2024 and has
been going down continuously. The correction of roughly 10% in the market over the last 45 days is primarily due to the following two reasons –

  1. Indian companies’ earnings slowed compared to expectations. This quarter was the
    slowest in the last four years.
  2. FIIs continue to sell their Indian equity positions aggressively. Over the last 45 days,
    we have seen outflows of $15 billion.
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Written By

Pratik Bagaria

Pratik Bagaria leads Public Market Investments at Dezerv, bringing two decades of experience in managing wealth for high-net-worth individuals and family offices. An IIM Ahmedabad MBA, Pratik has built his career at the intersection of institutional-grade investment thinking and personalised wealth management—combining rigorous analytical frameworks with an intuitive understanding of each client\'s unique financial landscape.

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