The breadth of the best market is behind us and, forward, while the overall index income remains a long time, there will be a larger dispersion and losers, showing that it can become a stock catcher market, believe the Tibhewal Pankaj, Equity Fund Manager in the Mahindra Box Asset Management Company.

The US dollar index (DXY) is inversely proportional to Indian shares and Rising Dxy Index can be a source of volatility in the coming months, according to him.

“The income increase cycle, which has supported the market for the last few quarters must stop because the input cost pressure burdens Indian corporate margins,” said experienced professionals with industrial exposure and mutual fund experience in managing a number of debt schemes and equity.

Do you think the market is expected to fix more in the coming months, even after falling more than 6 percent of the highest record?

This has been a good year for Indian equity. India seems to be in the form of a structural uptrend with the possibility of a new profit cycle, an increase in capex trends and supporting policy environments. However, in the near future, we are careful on the market as a whole.

The absolute assessment for India remains well above the historical average and revisions of the positive income we see concentrated, especially in the commodity sector.

Going forward, in our view, the cycle of increasing income, which has supported the market for the last few quarters, must take a pause because of the input cost pressure weighing on the margin of the Indian company. The strong performance of the Indian market has caused Indian equity premium to bring up market equity that emerged until high decades.

In our view, the best of the market area is behind us and advanced, while income from the entire index remains durable, there will be a larger dispersion and loser, indicating that it can be a stock picking market.

What can be the reason behind significant sales that occur in the equity market? What indications do you get from a gradual increase in the US dollar index?

The flow of 2021 was at $ 8.3 billion, but most came in the first three months of this year, while flowing since April 2021 until now only around $ 1 billion. In our discussion, INVESTOR FII seems to believe that there is a better value elsewhere, considering the strong Indian rally this year. MSCI India Index has surpassed the MSCI EM index nearly 30 percent by 2021 to date.

The US dollar index (DXY) is inversely proportional to Indian shares and Rising Dxy Index can be a source of volatility in the coming months.

Do you think investors must be more careful on the equity market now and the shift focuses on the class of other assets?

We believe that after a sharp general meeting on the market for the past 18 months, investors must provide cautious in the near future. This has become the third longest rally in the market without a 10 percent correction. Advice to investors will not invest in the equity market which sees the return of the past year. After a strong rally, someone must be moderate to re-expectations forward.

Also, equity as a class of assets can change in the short term to medium. Someone might even see a sharp decline in the portfolio value and it was too sudden. So only those who want to understand this kind of volatility must invest in it.

We will suggest investors to follow asset allocations and disciplined in their investment approach. At the current point, anyone who considers fresh investment, can surprise their investment through a systematic investment plan (SIP) or Systematic Transfer Plan (STP).

What is the main theme you put in 2022?

Well, let’s drop the theme you like one by one.

The breadth of the best market behind us and, advanced, while the overall index revenue is still long, there will be a larger dispersion and loser, it can become a stock capture market, believe Tibhewal Pankaj, Equity Fund Manager in Mahindra Box Asset Management Company.

The US dollar index (DXY) is inversely proportional to Indian shares and Rising Dxy Index can be a source of volatility in the coming months, according to him.

“The income increase cycle, which has supported the market for the last few quarters must be stopped due to the pressure of input costs burdens on the margin of the Indian company,” said experienced professionals with industrial exposure and mutual fund experience in managing a number of debt schemes and equity.

Do you think the market is expected to fix more in the coming months, even after falling more than 6 percent of the highest record?

This is a good year for Indian equity. India seems to be in the form of a structural uptrend with the possibility of a new profit cycle, an increase in capex trends and supporting policy environments. However, in the near future, we are careful on the market as a whole.

Absolute assessment for India remains well above the historical average and revisions of the positive income we see concentrated, especially in the commodity sector.

Going forward, in our view, the cycle of increasing income, which has supported the market for the last few quarters, must stop due to the pressure of input costs that weigh on the margin of the Indian company. The strong performance of the Indian market has caused Indian equity premiums to bring up market equity that appeared to high decades.

In our view, the best of the market area is behind us and advances, while income from all indexes remains durable, there will be larger dispersions and losers, showing that it can become a market for electing shares.

What can be the reason behind significant sales that occur in the equity market? What indications do you get from a gradual increase in the US dollar index?

The 2021 groove was $ 8.3 billion, but most came in the first three months of this year, while flowing since April 2021 until now only around $ 1 billion. In our discussion, INVESTOR FII seems to believe that there is a better value elsewhere, considering the strong Indian rally this year. The MSCI India Index has surpassed the MSCI EM index nearly 30 percent to 2021 to date.

The US dollar index (DXY) is inversely proportional to Indian shares and Rising Dxy Index can be a source of volatility in the coming months.

Do you think investors must be more careful in the current equity market and this shift focuses on other asset classes?

We believe that after a sharp general meeting on the market for the past 18 months, investors must provide caution in the near future. This has become the third longest rally in the market without a 10 percent correction. Advice to investors will not invest in the equity market that see the return of last year. After a strong rally, someone must be moderate to return to the front.

Also, equity as a class of assets can change in the short term to the media. Someone might even see a sharp decline in the portfolio value and it’s too sudden. So only those who want to understand this kind of volatility must invest in it.

We will suggest investors to follow the allocation of assets and discipline in their investment approach. At the current point, anyone who considers fresh investment, can surprise their investment through a systematic investment plan (SIP) or Systematic Transfer Plan (STP).

What is the main theme you entered in 2022?

Alright, let’s drop the theme you like one by one.

The upward shift in the US interest rate cycle, the increase in oil prices, the third wave of potential Covid-19, higher domestic level, strong performance, versus emerging markets (30PPT for six months) and the excitement in the broad market is expected to be. wall over concern that