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What are some of the key factors that you are tracking currently?
It is important for the markets to get direction from earnings now. The September quarter was a beat on earnings across-the-board and the markets will take cue from December quarter earnings. It looks like December is going to be a strong quarter and the guidance that is going to be given for the ensuing few quarters is going to be strong. Hence the market will take cue from that and decide how it wants to proceed from here.
As regards how the market is positioned, it is quite evident that valuations are not as cheap as they were in March 2020. But on the other end of the spectrum, one is witnessing redemptions from retail investors within the country with every rally and that tells us that the psychology of the market is bearish or circumspect for sure. ....

Anshul Saigal , Kotak Portfolio Management Services , Chief Investment Officer , Kotak Portfolio Management , Where To Invest , Midcap Pharma , Kotak Mahindra Amc , Market Rally , Et Now , Stock Market , Cautious Investors , அன்ஷுல் சைகல் , கோட்டக் போர்ட்‌ஃபோலீயோ மேலாண்மை சேவைகள் , தலைமை முதலீடு அதிகாரி , கோட்டக் போர்ட்‌ஃபோலீயோ மேலாண்மை , எங்கே க்கு முதலீடு , கோட்டக் மஹிந்திரா மக் , சந்தை பேரணி , மற்றும் பலர் இப்போது , ஸ்டாக் சந்தை ,