Fund Manager's View

When will we see a full market recovery?

4 fund managers respond to the question that's on top of every investor's mind right now

When will we see a full market recovery?

Here's what these four fund managers had to say about when we might expect the market to recover. Akash Singhania Fund Manager, Motilal Oswal Mutual Fund Market crashes are swift and sharp and threats garner more mindshare than opportunities. The same is true this time with a global meltdown triggered by the coronavirus spread and lockdowns. Directionally, major economic impact may last from three months to a year for most companies. The relevant question to ask is whether it affects the terminal value of business enterprises. Growth may take a hit for a year but does it alter the longer-term earnings trajectory of the broader markets? Does the market correction factor such temporary near-term disruption? Are valuations attractive? The recovery begins not when we see light

This article was originally published on June 03, 2020.


Other Categories