Rewind 2021; Outlook, Top Stock Picks For 2022: HDFC Securities Retail Research

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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.

HDFC Securities Retail Research Report

The last two years have been extraordinary -for humanity and the global economy. Despite the fact that the Covid-19 pandemic now appears more under control thanks to vaccination programs, parts of the global economy, e.g. labour markets, have yet to stage a full recovery.

Inventories throughout the global economy have been drawn down. Some of these shortfalls in production are related to Covid-19 measures and are likely to improve as restrictions are lifted. Others look set to persist in 2022, particularly those that require new business investments (i.e. factories) to ramp up production.

Despite these issues, global market-cap kept rising, and the m-cap on gross domestic product ratio touched all-time high due to large liquidity flows, low interest rates, the expectation of normalcy and low returns from other asset classes.

Click on the attachment for the full list of HDFC Securities Retail Research’s top stock picks for 2022:

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