Weakness in earnings delivery could severely cramp investor sentiment, forcing a rerating of stocks, says Jinesh Gopani, head-equity, Axis Mutual Fund.
In conversation with Ashley Coutinho, he says the Covid shutdowns and disruptions have stoked inflation numbers across the world, leading central bankers to recalibrate monetary policy to normalise the excesses and glut in liquidity. Edited excerpts: How will the progress of Omicron impact markets this year? As the pandemic progresses, newer and deadlier variants are affecting the global population, hampering productivity and ...
