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Increase in global equity m-cap, believe 5-6 years of growth is pumped in last 17 months: Sunil Shah
Increase in global equity m-cap, believe 5-6 years of growth is pumped in last 17 months: Sunil Shah
Sunil Shah, Co-founder, Turtle Star Portfolio Managers joins ET NOW to help us understand current market construct and way forward. Globally we are witnessing higher bouts of liquidity, pre-covid global gdp growth rate was ~ 14trillion which increased to 31 trillion. 18 trn increase in global equity m-cap, believe 5-6 years of growth is pumped in last 17 months. He believes global cues are of utmost importance at this juncture as Markets have 98% correlation with global markets and FIIs own 20% of Bse 500. Now all eyes are on fed and how tapering will happen. Furthermore, few market participants also feel that Evergrande is the Lehman brother's moment. Sunil shah shares his views by saying “Evergrande will have impact on commodity prices and debt burden is on Chinese banks so it will not have significant ramifications in the world as is being perceived” . He further adds, China consumes 40-70% of global commodities and of that 5-20% consumed by real estate, softening of construction activities can impact commodity price more than other things.Sunil Shah, Co-founder, Turtle Star Portfolio Managers joins ET NOW to help us understand current market construct and way forward. Globally we are witnessing higher bouts of liquidity, pre-covid global gdp growth rate was ~ 14trillion which increased to 31 trillion. 18 trn increase in global equity m-cap, believe 5-6 years of growth is pumped in last 17 months. He believes global cues are of utmost importance at this juncture as Markets have 98% correlation with global markets and FIIs own 20% of Bse 500. Now all eyes are on fed and how tapering will happen. Furthermore, few market participants also feel that Evergrande is the Lehman brother's moment. Sunil shah shares his views by saying “Evergrande will have impact on commodity prices and debt burden is on Chinese banks so it will not have significant ramifications in the world as is being perceived” . He further adds, China consumes 40-70% of global commodities and of that 5-20% consumed by real estate, softening of construction activities can impact commodity price more than other things.
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