Know what works: 4 days before the 2022 INDIA budget!
See opportunities in RED Indian Markets! “Spray & Pray” time?
SIP in Mutual Funds may not work alone!
Market Update: 28-Jan-22 (10:16 Am)
First – we have to be mindful that we are sitting on 2 years of Equity gains!
1000 points correction in BSE, once a rarity, could be seen quite often now & could
continue to be observed!
In stocks that you get stuck – you would be stuck for longer now!
Stay away from Penny stocks wherein the end Larger investor could end up buying
the penny company in just 5% amount while the shareholders would lose 95%.
Don’t assume that all they will turn: Multi-baggers, as a bigger company is
buying them hands-down! (Eg: Sintex in the news to be bought by RIL)
No one makes money any further with: the “Spray and Pray” approach!
Rather: Spread-well to Grow! The fiscal deficit is at about 6%.
US FEDs are pushed to the wall to do interest rate cycle changes. Interest
rates would be more sharp & rapid. So, India’s equity markets would react!
(accordingly to volatility). Both US and India are pegged to grow.
India is moving from growth to Value companies. Companies that are cash
rich and have a value chain ahead of them to unlock.
Pandemic Scare? Indian Markets are more or less out of the scare, and
that we can STOP talking about “THE Pandemic” being an issue anymore
for NSE & BSE!
Good eco-system in India for: Manufacturing, EV, etc. is shaping well.
What works for you?
Select companies now that are good
in PEG, rather than PE!
Switch over to SEP Strategy (Direct equity)
Select fundamentally good portfolios.
Small/ medium Investor: Up to 1 Cr
Step-up SIP strategy (Mutual Funds) to: Higher-grade STP/ Boosts/ VIP, etc. to
ride through high volatility that continues to stay in Indian markets!
Silver ETF would also be good to invest in, say 5% of your corpus.
Also – Market Linked Debentures (MLD)
could be explored to your advantage!
Larger Investors: > 1 Cr
Pick up from the stable of high-grade AIFs, averse to direct market volatility.
The Latest ‘Direct Indexing’ options now are available (investing in underlying stocks
& not the stock/ ETF)!
Write to us to know more on this:
info@bigrisefinance.com
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