Market Views - January 2024

In the January 2024 edition of Market Views, Hiren Ved, Director & CIO, Alok Agarwal, Head - Quant & Portfolio Manager and Himani Shah, CFA, SVP - Investments & Research, come together to discuss topics that investors eagerly anticipate as we enter 2024.
Hiren shares his views on the Markets in 2024, delves into key sectors and themes to watch, and views on the defence sector at large. On the other hand, Alok addresses the high valuations in mid and small-cap space, impact of the forthcoming general elections on the markets. He is also positive on a few sectors that have demonstrated strong performance in 2023, suggesting their potential for continued success in 2024.
#alchemycapital #alchemycapitalmanagement #marketoutlook #indianeconomy #valuations #elections2024 #midcap #smallcap #defence #nifty #nifty50 #indianmarkets #manufacturing #psu #outlook2024