Investors almost always take a pause when a big event is about to unfold. Shohini Nath along with Yogesh Supekar explore the investing opportunities in the current market environment ahead of the national elections, while the DSIJ research team recommends a ‘Model Portfolio’ to invest in.
Markets are showing signs of recovery and have actually taken many investors by surprise. The recent turnaround in investor sentiment has surely enthused investors, making them wonder if 2019 is indeed going to be a year of wealth creation.
The recent recovery has pushed the stock prices higher from their lows. But what is interesting to note here is that the FIIs have pumped in a lot more money than the mutual funds. This is in stark contrast to 2018, where the domestic inflows dominated the markets. In all likelihood, the FIIs inflows into the Indian markets will continue to remain strong.
Quite a few experts believe that the money inflows from the FIIs will not be a problem (at least for 2019), but it is the domestic inflows that could present risk for the markets going forward. The recent two months have seen no growth in the SIP investments, even though the SIP inflows are healthy at about Rs 8000 crore. The MF industry has seen some redemption pressure and a drop in lump sum investments.
The markets have tested investors' patience in the past 18 months. The returns, even for SIP investments, have been negative for several equity MF investors. Says Amol Dandawate, who is a mutual fund investor, “My SIP investments have now turned positive, after being in the negative territory for almost eight months. It is a feel-good factor to see the investment returns turn positive.”
The recent rally in the broader markets can be attributed to the gush of liquidity supporting the markets. The risk-on mood in the global markets is supporting the current rally in the emerging markets. The financial sector, yet again, has been the favorite of the institutional investors. One of the reasons for the current market rally is that it is factoring in a Modi-led NDA victory in the upcoming elections. Also, the markets are factoring in a steady double-digit earnings growth in 2019.
Bu hikaye Dalal Street Investment Journal dergisinin April 04, 2019 sayısından alınmıştır.
Start your 7-day Magzter GOLD free trial to access thousands of curated premium stories, and 8,500+ magazines and newspapers.
Already a subscriber ? Giriş Yap
Bu hikaye Dalal Street Investment Journal dergisinin April 04, 2019 sayısından alınmıştır.
Start your 7-day Magzter GOLD free trial to access thousands of curated premium stories, and 8,500+ magazines and newspapers.
Already a subscriber? Giriş Yap
All That Shines is Gold & Silver
Precious metals gold and silver hold a special place when it comes to the investment journey of Indians. They help diversify investment risks and provide a hedge against market volatility, making them an essential component of a well-rounded investment strategy. Vaishnavi Chauhan explores the impact of precious metals on your portfolio.
All You Wanted To Know About SIP
Is rupee cost averaging effective across all market phases, including uptrends, consolidations and downtrends? You probably might not have observed its performance in each phase or may have exited investments upon seeing negative returns. Rakesh Deshmukh takes a closer look at the scenario
When Is The Right Time To Sell Mutual Funds?
Imagine this scenario: You have diligently crafted your mutual fund portfolio, aligning each investment with your financial objectives and risk tolerance. All seems well until one day the market takes a steep dive, injecting uncertainty into your investment journey.
Middle East Tension Disrupt Global Equities
In the past fortnight, global stock markets experienced a rollercoaster ride, due to continued inflation concerns and escalating tensions in the Middle East. This confluence of events triggered a flight to safety, pushing investors towards safety assets
Gold and Oil Stay Solid Amid Escalating Geopolitical Issue
A boom in select commodities has threatened the central banks' inflation fight and interest rate cuts and now the gloves are coming off for them as they try to tame inflation
India - A Cure For Pharma Outsourcing Woes?
Eroom's Law, the grim corollary to Moore's Law, paints a concerning picture for the pharmaceutical industry.
Infrastructure Sector Is It Reaching For The Skies?
With the upcoming Lok Sabha elections looming, many of us may be feeling the urge to invest in infrastructure stocks, hoping for a favourable impact on investments if a strong political mandate ensues. Mandar Wagh delves into the government's emphasis on infrastructural development, future growth triggers and the critical factor of fundamentals that must be taken into consideration before investing
STABILITY ROCKED BY COMPETITION
While the company’s product portfolio and availability through various retail channels is undoubtedly impressive, the increasing competition posed by start-ups in the organised sector and the tendency of young consumers to try out various brands instead of displaying single brand loyalty is an issue of concern when it comes to future growth prospects
Launches A Wide Range Of Air-Conditioners
A leading name in the consumer electronics industry known for its innovative and cutting-edge technology, Cellecor Gadgets Limited is now stepping into the domain of air-conditioners, all set to make them available across India starting this month
Domestic Markets Spin Into A Higher Orbit
The domestic market experienced a period of volatile trading sessions over the last two weeks, predominantly characterised by upward momentum. According to data released by the Ministry of Commerce and Industry, the index of eight core industries for February 2024 showed a growth of 6.7 per cent, an increase from 4.1 per cent in January 2024.
