Top Market Structure Trends to Watch in 2023
The past year has been one of both transition and preparation. Transition away from a decadeslong low-rate environment, equity bull market and COVID lockdowns. Preparation for market structure changes on the back of the March 2020 liquidity crunch and meme stock craze, in the form of regulatory proposals and the comment letters both for and against that have quickly followed.
That transition and preparation have paved the way for 2023 to be a year of regulatory implementation and acceptance that current market conditions are the new baseline. Some of that is good: clarity for crypto market oversight, a continued focus on the needs of retail traders and fixed-income investments that actually produced useful yields. Some less so: The search for the next tail risk will continue in earnest, a looming global recession and the aftermath of the previous year’s asset value declines. Read more on the top market structure trends our team will be watching in 2023.
US fixed income: Understanding the structure and opportunity of retail bond trading
After falling out of favour, retail bonds are starting to make a comeback in the US with nearly risk-free returns and a true fixed income. Download the report to know more.
India economy: Tightrope walk
India saw broad-based recovery this fiscal for the first time since the onset of the pandemic, as services caught up with manufacturing. But the Russia-Ukraine conflict, unexpected weather disruptions and surge in inflation have marred the recovery. Learn more about the state of the India economy.
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India capital goods: Companies to sustain double-digit revenue growth in this fiscal and the next
Revenue, order book, book-to-bill growth projections
EPC service providers and equipment will see revenue rise ~16-18% this fiscal on improved execution amid rising orders. Learn more about the reasons for revenue growth at capital goods firms.
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