Transcript
Welcome to ETMarkets’ Investors Guide, a show about asset classes, market trends, and investment opportunities. This is Nikhil Agarwal.
With the Sensex and Nifty ending FY23 on a flat note, all eyes are now on the December quarter earnings season. To understand expectations from the earnings season as well as FY24, we chatted with Mr Sampath Reddy, Chief Investment officer, Bajaj Allianz Life Insurance.
Welcome to the show sir:
1) What are the expectations from the Q4 earnings season? Which sectors are likely to impress the most?
2) PSU bank stocks have been under selling pressure in the last 3 months. Do you think the correction has made the valuations attractive enough given the credit growth environment we are in now?
3) As we step into the new financial year, what is the outlook for investors ahead and how cheap do you think is Nifty at 17,000?
Thank you for the insights.
That's all in this week's special podcast. Do keep checking this space for more interesting content and take time out to follow our market podcasts regularly. Stay safe and have a Happy Weekend!