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Equity Outlook - Diwali Samvat 2076
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Equity Outlook - Diwali Samvat 2076

Taking the right turns to navigate the growth slowdown

SOUND BALANCE SHEETS, HEALTHY CASH FLOWS, AND ESG REMAIN KEY

GLOBAL MACROS

Macro uncertainty likely to persist as we head into the US presidential elections in 2020: Global macros are likely to remain volatile given that two of the largest global economies are still at loggerheads over trade pacts. With the US heading into a crucial presidential election year in 2020, political rhetoric could take centre stage. This is bound to keep global growth fairly tepid – IMF predicts it at 3% (the lowest since the financial crisis a decade ago).

Middle East geopolitics remains volatile and unpredictable: Given the heightened state of political tensions in the Middle East, any untoward development could disturb the current demand-supply scenario for crude oil and consequently oil prices. Any resolution of these issues augurs well for large oil importing economies like India.

Climate agreements and ESG themes to pick up pace: Rising awareness about climate change and ESG amongst global institutional investors could become more of a norm. Any company that can embrace these changes is likely to benefit in the long term.

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The sector(s) mentioned herein do not constitute any recommendation of the same and BNP Paribas Mutual Fund may or may not have any future position in these sector(s). The material contained herein has been obtained from publicly available information, internally developed data and other sources believed to be reliable, but BNP Paribas Asset Management India Private Limited (BNPPAMIPL) makes no representation that it is accurate or complete. BNPPAMIPL has no obligation to tell the recipient when opinions or information given herein change. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. This information is meant for general reading purpose only and is not meant to serve as a professional guide for the readers. Except for the historical information contained herein, statements in this publication, which contain words or phrases such as 'will', 'would', etc., and similar expressions or variations of such expressions may constitute 'forward-looking statements'. These forward-looking statements involve a number of risks, uncertainties and other factors that could cause actual results to differ materially from those suggested by the forward-looking statements. BNPPAMIPL undertakes no obligation to update forward-looking statements to reflect events or circumstances after the date thereof. The words like believe/belief are independent perception of the Fund Manager and do not construe as opinion or advise. This information is not intended to be an offer to sell or a solicitation for the purchase or sale of any financial product or instrument. The information should not be construed as an investment advice and investors are requested to consult their investment advisor and arrive at an informed investment decision before making any investments. The Trustee, Asset Management Company, Mutual Fund, their directors, officers or their employees shall not be liable in any way for any direct, indirect, special, incidental, consequential, punitive or exemplary damages arising out of the information contained in this document.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

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