Trideep Bhattacharya, CO-CIO Equities, Edelweiss AMC joins ET NOW to help us understand direction of economic cycle and current market construct. He expects meaningful economic recovery from hereon on the back of positive economic cycle. Earnings recovery likely to continue to improve in H2FY21. Looking at the current market dynamics, he believes things are looking positive at this juncture. “We are at an early stage of Bull Market recovery” says Trideep Bhattacharya. He believes supply side reforms & PLI Scheme will boost growth further. Apart from liquidity there is a lot of stimulus flowing globally which is likely to improve earnings of the companies in the long run, he adds. Furthermore, Valuation today appears to be expensive will normalize as economic cycle improve further. This bull market certainly belongs to Indian investors. Sensex touches all-time high, enters into sizzling 60’s. Looking at the buoyancy in the market and various factors coming to play, Trideep Bhattacharya says “Earning recovery could be longer and more lasting than expectation”.