The Indian Market Story: A Stockpicker's Paradise
Indian Market Story by Varun Mehta
Episode notes
The fourth episode of the Indian Market Story covers the recent corporate earnings season (Q3 FY 23) in India and identifies the winners and losers across sectors and industries.
Chapters:
01:31 - Inflation in the global economy
08:15 - A Stockpickers paradise
10:03 - Banks & NBFCs
14:34 - Capital Goods
19:01 - Automobiles
20:37 - Real Estate
22:28 - IT Services
26:38 - Commodities
30:54 - Consumer Goods
33:29 - Hospitality & Travel
36:53 - Retail
40:39 - Entertainment
43:59 - Pharma & Chemicals
47:42 - PayTM, Nykaa, Zomato etc.
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Keywords
inflationrbiautomobiles