With GDP growth falling to 5.4% and inflation remaining a key concern, investors are right to question how these shifts affect their portfolios. In Dezerv’s latest Monthly Market Update, Co-founder Vaibhav Porwal breaks down the impact of weak economic data on market performance and earnings growth. He also discusses key factors that moved the markets in November, what could drive them in the months ahead, and how investors should navigate equity, fixed income, and gold in the current environment. Watch the full video to understand how to position your portfolio amid macroeconomic uncertainty.
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- Will slow GDP growth slow your returns? Vaibhav Porwal explains how a dip to 5.4% GDP could affect market recovery, earnings momentum, and sector rotation—while also identifying which equity segments stand to benefit.
Vaibhav Porwal, Co-founder, Dezerv
