Market Strategy, Top Stock Picks For 2022: ICICI Direct

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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.

2021 has seen a strong economic recovery from the unlocked lows. The recovery in growth mainly stemmed from the government led initiatives by focusing on ‘Atmanirbhar’ schemes panning across a gamut of sectors, which, in turn, will act as a multiplier catalyst across layers of gross domestic product growth and get the economy back on fast track to achieve the $5 trillion aspiration.

At the onset of 2022, a sea change is expected in the way business operates and transforms itself given the innovations in the digital and tech world.

Hence, in this report, we try to highlight various themes that will run across different sectors and their long term ramifications, which will be consequential on all stakeholders concerning the business. From a market perspective, sectors that we are bullish on are IT, capital goods, auto ancillaries (electric vehicle exposure), retail and real estate.

Click on the attachment for the full list of ICICI Direct’s top stock picks for 2022:

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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.

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