ETMarkets’ Investors’ Guide: Post FY21’s magic returns, how will domestic equities fare in FY22?

FY21 was a comeback year for value plays such as PSUs, metal and utility stocks. The year saw the benchmark indices soar 70 per cent, but many value plays delivered multifold returns for this period.

Today, as we enter FY22 , investors are wondering which theme may work for them, as India is witnessing a second wave of Covid.
We caught up with value investor Abhishek Basumallick, who also heads equity advisory at www.intelsense.in, to know his views on the opportunities the market can throw up in what looks like another year of deep uncertainty for the markets.

Welcome to the show, sir.
>>> Can domestic equities repeat FY21 returns this year? What sort of returns are you expecting from the benchmark indices for this financial year?

>>> The value theme finally played out in FY21. Which investment themes do you think may work in FY22?

>>> If an investor wants to take some exposure to Covid-hit sectors, which ones would be your picks?

>>> What were the key learnings for investors in FY21? What would be your advice for them in FY22?

>>> With Q4 earnings ahead, what sort of management commentaries are you expecting this season?

Are you worried about a possible spike in inflation ? Which sectors would be in a position to pass on price pressure to consumers?

Thank you Mr Basumallick, that was indeed an insightful conversation that will surely help our listeners to make informed investment decisions.

That’s it for this week. Do come back next Saturday for another special weekly edition. You can also check out our regular podcasts on the equity market twice every week day.