By Dominick Rodrigues 

 Mumbai: India’s ability to attract excess financial inflows will enable a strong rupee, low interest rates, comfortable liquidity and high equity valuations, besides increased India allocations by foreigners,+ according to a report titled “Investing Insights 2021- Themes and Trends” by Arvind Chari, Chief Investment Officer (CIO),  Quantum Advisors Pvt Ltd.  

 “2020 has been a year of facing, learning and adapting to the unknown in investing, where the markets — faced with an ‘Unknown’ in February and March — reacted as was expected. Then, as countries announced lockdowns and policy makers laid out plans to deal with the pandemic, the markets learnt and adapted. The reality that today’s market price is a reflection of expected future outcome was very apparent this year. Every asset class reacted to the threat of coronavirus, well before the spread of the virus.” 

 “Global Equity markets bottomed on March 23rd, 2020. As the year ended, many indices remained at/or near all-time highs. The cumulative global reported coronavirus cases, as on March 23rd, 2020 was 322,930. On December 31st 2020, the reported cases stood at 83,839,200. There have been more than 300,000 deaths in the United States alone. On March 23rd, 2020, no one could have said that this is the bottom of the market. However, the market movements since would be a lesson on what drives investor behavior. “