Domestic Facing Companies Will Outperform Going Forward: Gautam Baid | Latest News
204Gautam Baid, Founder Steller Wealth Partners in an exclusive interaction with Ajaya Sharma, ET NOW shares his outlook 2023 and key portfolio themes emerging in the market. At current juncture global macros remain worrisome, “Quantitative tightening is more worrisome because liquidity is like mother's milk for bull market” says Gautam Baid. Bottom-up stock picking will be highly rewarded, he adds. Furthermore, he highlights that businesses exporting to Europe would definitely see an adverse impact. The US is relatively more resilient, but is expected to slow down in2023.
He shares his visibility about earnings growth of the companies. Bulk of RM pressure is behind us, he believes only companies with pricing power will see margin expansion in upcoming quarters. He also shares his views on portfolio construct, domestic & overseas flows, themes he is betting on. Bullish on Private Banks, HFC& NBFCs on the back of revival of credit cycle. Listen In!
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