7 Things that matter to the Markets after Brexit

By Kotak Securities:

7 things that matter to the markets after Brexit from Kotak Securities

Check out how the markets could be affected by Brexit.

1. 7 things that matter to the markets after Brexit


2. Monsoons are expected to be normal this fiscal. This will push up agriculture and rural demand, which were sluggish in the past two years.


3. Higher agricultural output will ease the pressure on inflation


4. Government spending is expected to increase consistently


5. Private sector capex will pick up once utilization levels increase. Recent comments from companies’ managements reflect optimism.


6. Big Bang reforms: The present Government has initiated reforms in various sectors like power, telecommunication, mining, road construction, apart from various administrative reforms, among others.


7. GST: The probability of the GST bill getting passed in the Monsoon session has also increased. Introduction of GST from FY18 will lead to better growth and profitability across various sectors.


8. Corporate earnings: They are expected to grow by about 15% in FY17, based on consensus estimates after lackluster numbers over the past couple of years

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