Market Views

Market Views
Market No body knows where it is headed
Fundamentals Overtaken by fear
Valuations At attractive levels
Strategy Selective stock picking irrespective of market
Sectors to buy Capital goods, construction, telecom
Sectors to avoid Interest rate sensitive – auto, real estate, banking
Investors Could see more pain
Bottom 10-15% lower?
Concerns Oil, inflation, interest rates and elections
Positive GDP growth, earning growth at 15%
Contrarian Banking and IT
Recovery Longer but first in large cap
Value More in mid caps
Investment Horizon of at least one year
Returns Decent from current levels

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Additional Reading

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