Highlights of 17th May'21 Fundamental weekly podcast by Rusmik Oza

- Asian markets have come under pressure as fresh cases of Covid spread.

- Chinese manufacturers have started to pass on input costs to overseas customers pushing up global inflation.

- More than Covid cases, investors are focussing on the vaccination drive.

- Same as FY21, 1H-FY22 will be a challenge for corporate India. Hoping for a strong recovery in 2H-FY22.

- Official figures of new Covid cases have come down from 4 lakh to 3.11 lakh, which is seen positively by the market.

- Looking at the Maximum Open interest of Nifty-50 PUTs & CALLs, expect range-bound movement for some more time

- Defensives and export-driven companies to outperform in near future.

- Long-term opportunity still lies in economy-driven sectors. Buy on dips.

- Sectors/Themes to focus: Tractors (Escorts), Housing Fin Cos. ( HDFC Ltd.), Infra spending (L&T), Construction pick-up (PNC Infra), Insurance penetration (SBI Life Ins), Privatisation (BPCL), IT spending (Infosys), Revival in consumer spending (Aditya Birla Fashion).

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