Multi Asset Strategy For September – Bringing Portfolios Back To Original Weights: Axis Securities

BQ Blue’s special research section collates quality and in-depth equity and economy research reports from across India’s top brokerages, asset managers and research agencies. These reports offer BloombergQuint’s subscribers an opportunity to expand their understanding of companies, sectors and the economy.

Covid-19 Update – Vaccination drive picked up in August 2021 with an increase of 41% month-on-month.

Sequential improvement continued in high-frequency indicators –Google mobility data exhibited sequential recovery post localised relaxations. Time stayed at home fell significantly at India level and has rebounded to March 2021 level.

Equities: Style rotation holds the key! – Market breadth narrowed in Aug-21 and high quality large cap stocks outperformed the broader market. The small cap index declined by 3% during the month.

Fixed Income – Bond yields drifted higher during the first half of the month due to the rise in crude prices and cautious market stance ahead of the Reserve Bank of India monetary policy meeting.

Currency – The Indian currency remained volatile in Aug-21.

Click on the attachment to read the full report:

Axis Securities Multi Asset Strategy-September2021.pdf


This report is authored by an external party. BloombergQuint does not vouch for the accuracy of its contents nor is responsible for them in any way. The contents of this section do not constitute investment advice. For that you must always consult an expert based on your individual needs. The views expressed in the report are that of the author entity and do not represent the views of BloombergQuint.

Users have no license to copy, modify, or distribute the content without permission of the Original Owner.

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