Indian economic is on a firm recovery and budget has boosted the prospects due to significant capex boost, PSU divestment plan and RBI resolve to maintain accommodative monetary policy stance. However sharp spike in Covid 19 cases is likely to disturb growth momentum in the near term. We believe 1Q22 presents challenge given expected lockdowns due to 2nd wave of Covid 19. We believe long terms trends in Infra, Housing, IT Services, Pharma, Chemicals, BFSI, Agri and Ecom are intact. Ecom, Electric Vehicles, OTT, Green energy, make in India and Financialisation will be key market drivers in the coming decade. We are adding...