Page 4 - Market Insight

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