Tuesday, February 15, 2011

Market Mantra

Investment in stock market has always been a challenge be it for FIIs, DIIs Mutual Funds or Retails Investors. It has a behavioural pattern which is always deceitful and dodges most of us leaving us bemused and head scratching.

With our constant endeavour and guided approach you can make money even in this market.

I am suggesting you dark horse sector for 2011-2013 which is Infrastructure and Real estate.
Most of you will be thinking that this sector has given negative return in last one year then I must admit that it is true !!!. Guess what you will be astonished to know that out of total spend of govt budget, around 46-50 % has been allocated to Infrastructure development. Government cant keep a blind eye on this cog of economy. This sector has huge potential for employment generation and attracts eyes of all big Institutional investor be it direct or indirect investment in this. Infra and realty demand will remain robust for coming 2-3 years and this is the time you can add these stocks to your portfolio when Interest Rate is almost on the peak. The negatives emanating out Interest rate and slack investment in these times present a wonderful time for accumulating these stocks which is trading at 5-10 forward multiples.

Going by the adage of "Buy when there is panic and sell when there is euphoria", I have a view that this space for Investment is highly advisable for long term wealth creation.  

1 comment:

  1. I appreciate your post. Just one request, what is the right time to enter in the market and what is the right time to exit.

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