'2022 has not been -- and will not be -- the kind of 2021 bull market, which lifted all boats.'
Investors with high risk appetite must stay invested while risk-averse investors can consider profit booking.
After a stellar run that saw the frontline indices - the S&P BSE Sensex and the Nifty 50 - clock gains of around 21 per cent and 24 per cent respectively in calendar year 2021 (CY21), the year gone by in real sense belonged to the mid-and small-cap segments. Thus far in CY21, the mid-and small-cap indexes on the BSE have far outpaced the run in the frontline indices and notched up a gain of around 38 per cent and 61 per cent, respectively during this period. Though analysts expect the outperformance to continue in 2022, they caution against the multiple headwinds in the year ahead that may dent the overall market sentiment.
'Sectors that had been left out till now will also start participating in the rally.'
'We remain positive on technology, private sector financials, gas, infrastructure, and export-oriented plays.'
'Indices will remain range bound in 2022 as earnings catch up with the current multiples.'
After a stellar run in 2021 that saw the S&P BSE Sensex and the Nifty50 clock gains of 20 per cent and 22 per cent respectively, global equity markets, including India, are gearing up to welcome 2022 on a cautious note. For one, new variants of the Covid -19 infection that make current vaccines less effective is one of the key risks worth flagging, analysts said. Inflation was also a risk for this asset class in 2021, although most market participants expect that the current elevated inflation levels will be transitory.
'Overtightening of monetary policy by central banks and the spread of new Covid variants, which may force governments to restart lockdowns or restrict mobility.'
'As we expect the economy to continue to grow above the trend line, we expect capex decisions to be taken next year when there is more certainty about the cost of funding and the economy.'
'Young working adults between 25 and 34, who are in Indian Tier II and III cities, are leading the charge in terms of crypto adoption.'
'Investors should keep them on their radar and invest over a longer time frame, and expect some of these companies to bite the dust.'
'The selling in India may emerge as soon as the RBI reverses its interest rate stance.'
'Thankfully, most investors in India have now seen through this false narrative and are once again deploying their hard-earned money.
'The recent correction in indices has made the markets cheaper to invest for the long term.'
'The markets have corrected almost 8-9 per cent from their highs, so one can accumulate quality stocks at reasonable prices.'
'There is still scope for selective stockpicking.'
'If the third wave of Covid infections is as bad as the second one, the market may get very polarised with a preference for blue-chips with low volatility.'
'In 2022, active management, long-short strategies, multi-asset strategies, and asset allocation strategies need to be considered to meet long-term investment goals.'
'In the medium to long term mid-caps tend to generate higher returns, albeit with increased volatility.'
'Good investment opportunities should not be missed.'
'There will be massive differences in sectors and stocks over the next few years.'
'There is a lot of interest from potential clients who have remained away from the markets in past years.' 'They are evaluating whether this is a good time to enter, especially since there are very few alternatives to earn meaningful returns.'
'For someone who wants to invest for the future or his family, diversification is necessary.' 'Diversify across asset classes -- equities, gold, real estate, fixed income, commodities, and even cryptocurrency.'
'Markets are not prepared for a slowdown as the current expectation is of the continuation in earnings momentum.'
'Earlier-than-expected tapering from the US, followed by rate hikes, and locally, a potential third wave, which mimics the second wave in terms of severity.'
'They can shift to dynamic asset allocation funds to automatically rebalance their equity exposure.'
'Most Indian logistics firms do not have the facility to store and transport COVID-19 vaccine right now.'
'We are most bullish on all aspects of the financial sector -- private sector banks, even one state-owned bank, insurance, mortgage finance, broking, wealth management, gold finance, etc.'
Christopher Wood, global head of equity strategy at Jefferies reiterate his bullish view on Indian equities on the back of a steady fall in Covid cases coupled with a sharp economic recovery in India, reports Puneet Wadhwa.
Markets
'It is less dependent on imported capital.'
'Internet, healthcare and life insurance are a few sectors which offer solid long-term decadal potential.'
'Companies with a strong business case and healthy balance-sheet should sail through and emerge more robust in the future.'
'For equities, inflation trending upwards but within the range of expectations can actually be a big positive as it helps earnings and may shift flows from bonds to equities.'
'A lot of first-time users who have entered the markets after Covid are increasingly investing in mutual funds, exchange-traded funds, and stocks for their long-term goals.'
'The consolidation of the world's fifth-largest economy in the hands of 15-20 corporate giants is a once-in-generation event, which we are focusing on.'
'Waiting for a market correction and optimising entry time in the markets will be akin to missing the woods for the trees.'
'There is a weak link between the economy and the stock market.'
'It really doesn't matter that investors getting allotments sell their IPO stock holdings on listing day because a new set of investors are entering.' 'This explains the continued rise in stock prices even after the first day of listing.'
'A time-wise, as well as price correction, so that the market can absorb the gains made over the past 17 months.'
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