Page 3 - Market Insight

Park money in gold

Even short-term money market funds could be a good option, as they would be relatively immune

Reality check on GDP

With no clear direction from profits, one doesn't know where the value addition is coming from

Dangers of rise in crude oil prices

The government has to take a call on reducing or retaining the excise rate. The latter will be politically difficult

Revival is still patchy

Growth will be heavily dependent on consumption in the absence of strong investment

The crisis in public sector banks

Under pressure from RBI, they have presented a true picture of losses. It is now up to the government

Food and fuel are major concerns

Food inflation can be managed if rains are good. But if fuel prices rise, current account deficit will be a worry

Good monsoon may still be a gamble

While it has reasonable odds, the investor should get confirmation before buying 'monsoon' stocks

Political risk to markets?

It's easy to say investors should focus on fundamentals but this risk can have a significant and lasting impact

Devangshu Datta: Good returns but conditions apply

If everything goes as planned, a rebalancing in favour of equity exposure will lead to higher returns

Is long-term investing a myth?

The passive SIP-based index investor will always lose if long-term inflation and low index returns persist

Dividend-paying firms offering decent yields will remain attractive

Despite higher tax outgo, dividend still a major factor in buy decisions

Rates slated to come down

When banks and NBFCs start cutting lending rates, share prices will gain

Strong FDI flows need stability

Current investment driven by hope of future change

Re-adjustment in pharma, FMCG?

Distress in these sectors will lead to some changes in valuations

Rate cuts are not a panacea for all ills

Strong focus on the banking sector and plenty of on-the-ground reforms are also required

Positive surprises will trigger buying

With no bullish build-up to the Budget, bears may have already discounted the negatives

Govt banks will continue to bleed

If 70% of the commercial banking space is struggling, growth will be hit as well