Thursday, March 3, 2016

"What's next?"

Dear Investor,

The budget was wholly aimed at improving the infrastructure of the country, especially in road sector. With monsoon not being adequate for last two consecutive years, the rural economy is under pressure, and hence, the budget had many provisions addressing the rural segment of the economy.

Meanwhile, there was also driving force on entrepreneurship and rationalisation of tax structure for start-ups and new setups in the manufacturing sector.

Valuations getting better across the board,focus on themes like 7th pay commission, Focused Government reforms, Digital India this all beneficiaries could benefit your portfolio significantly.

Macroeconomic stability is fundamental to ensuring that there is further scope for monetary policy easing. Govt's Assurance of abiding by its fiscal deficit target at 3.5% of GDP in FY 16-17 has been able to provide room for easing of key policy rates by RBI.

As global volatility stabilizes, expect FII flows to resume in India. Time in the market more important than timing the market – volatility in markets to remain elevated.

Inspiring quotes: 

"The four most dangerous words in investing are: 'this time it's different.'" - Sir John TempletonFollow market trends and history. Don't speculate that this particular time will be any different. For example, a major key to investing in a particular stock or bond fund is its performance over five years. Nothing shorter.

"Every once in a while, the market does something so stupid it takes your breath away." - Jim CramerThere are no sure bets in the world of investing; there is risk in everything. Be prepared for the ups and downs. 

"I will tell you how to become rich. Close the doors. Be fearful when others are greedy. Be greedy when others are fearful." - Warren BuffettBe prepared to invest in a down market and to "get out" in a soaring market.

So, The world of investing can be cold and hard. But if you do thorough research and keep your head on straight, your chances of long-term success are good. 

Recommend regular and disciplined investment in equities – Investors should look at a mix of large and midcap funds for 3-5 years horizon on systematic investment basis.

Please feel free to call us for more detailed discussion.


Ritesh.Sheth CWM®

              Helping you invest better...  

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