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The stimulus has come and gone – What’s in it for the markets and investors?

Investors with less appetite for risk should stick to the Nifty

May 19, 2020 / 12:38 AM IST
The stimulus has come and gone – What’s in it for the markets and investors?

PRO Only Highlights
Quarterly performance largely backed by improved realisations
Medium-term triggers China plus and protectionist measures for tyre industry
Valuations not inexpensive; but improved medium-term outlook

Highlights - The overall stimulus pales compared to the actual output loss - Too little fiscal stimulus, too much reliance on liquidity and partial credit guarantees - In a very weak macro environment, banks especially from the private sector might not pick up the baton to lend - Fiscal situation was already challenging in FY20, the risk of a grim fiscal position looms - The last engine of growth – consumption-- faces serious challenge - Markets might continue to mimic global markets – thanks to global...

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