India equity

← Back to document page

India equity strong catalysts in place2Key themes driving the economy3Source: Axis AMC Research. Data as on 30thSep, 2021Government SupportUnorganized to Organized movementPost COVID RecoveryLow Interest RateBanking reformsStrong flowsUrban mobility indicators continue to improvePost COVID Tracking Normalcy4Source: CEIC, Axis AMC is a lead indicator of economic activtyGoogle MobilityTraffic Congestion IndexDomestic Air Passenger TrafficThree Wheeler RegistrationsPetrol ConsumptionCOVID first waveCOVID second waveGlobal supply chain diversification trends supported by policyMake in India : Production Linked Incentives5Source: Goldman Sachs, Axis AMC Research. Data as on 311st Dec, 2020. Past performance may or may not be sustained in future. Sector(s) / Stock(s) /Issuer(s) mentioned above are for the purpose of illustration and should not be construed as year fiscal support (INR bn)AutoMobileAdvance Chem BatteryPharmaNetworking & DrugsSpeciality SteelWhite GoodsElectronicSolarMedical DevicesSectors5 year fiscal support -INR BNNew added sectorsAdvance Chemistry & Cell (ACC) Battery181Electronic/Technology Products50Automobiles & Auto Components570Pharmaceuticals drugs150Telecom & Networking Products122Textile Products: MMF segment and technical textiles107Food Pr

industry and are stable • Often less volatile and highly liquid • Midsized companies which are still getting established • Generally, have higher growth prospects • Slightly volatile and quite liquid • Most high-risk segment with emerging companies • Opportunity for huge growth but drawdowns also • Highly volatile and not very liquid

  Industry, Emerging