n this week’s BL Portfolio Podcast, Parvatha Vardhini C, Editor of bl.portfolio and Hari Vishwanath, Deputy Head of Portfolio, check out the numerous market occasions of 2023 and share invaluable insights for buyers.
1. The Banking Disaster:
The podcast identifies the banking disaster as essentially the most important occasion of the yr. The collapse of Silicon Valley Financial institution triggered a domino impact, threatening Credit score Suisse. Hari Vishwanath emphasises the severity of the occasion and acknowledges the swift response of central banks, drawing parallels with the 2008 monetary disaster.
2. AI Growth and Magnificent 7:
The dialogue appears to be like on the international influence of the AI growth, citing NVIDIA’s historic outcomes that led to a close to trillion-dollar rally. The emergence of the “Magnificent 7” in June 2023 reshaped investor sentiment, influencing each international and Indian markets. The dialogue explores the potential implications for Indian IT shares amid the AI wave.
3. Bond Market Volatility:
The return of bond vigilantes marked unprecedented volatility within the bond market. The podcast displays on the surprising twists in bond market dynamics and the interaction between hope and fundamentals.
4. Indian Markets and Bonds:
The dialog extends to the influence of worldwide occasions on Indian markets. Regardless of challenges, Indian IT shares showcased resilience. The alternatives within the Indian bond market are explored, with a nod to favorable situations for funding and potential charge decreases within the upcoming yr.
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