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Beyond the horizons : January'23

Updated: Feb 4, 2023

Now, with inflation beginning to show signs of easing from 7.7 % to 6.8%, the macroeconomic outlook appears to be on course for good growth in the current fiscal though. However, a prolonged hike in interest rate & yield curve inversion, and the beginning of mass layoffs, are increasing the likelihood of the U.S. going into a recession.

But India will outperform, given a 10% correction in S&P 500 may lead to only a 4 to 5 % correction in Nifty. And in the fixed-income front yields have tapered with the market expectation that the rate hike is nearing an end.

Here's our monthly outlook right from the research desk on what the way ahead could look like for the intelligent investor!


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