Rishi Kohli says: "Historical data suggests that FIIs miss the initial upward momentum of a new bull market, but the FII flows sort of chase this momentum and once further events line up to the positive view then their flows create further positive momentum which is what I expect to happen this year."
Srikanth Subramanian says: "In 2024, if the much-anticipated rate cuts do happen, one factor of uncertainty would be behind us. So, a majority of the money getting freed up from treasuries or fixed income per se will tend to move to equities. And with Gold having a yearly outlook is quite challenging, largely because gold is a hedging bet."
Abul Fateh says: "Exposure to fixed income should be raised, especially towards the longer end of the curve. MPC has taken note of the real rates being positive at this point. The markets have also responded, especially in the last few weeks of CY2023, with the ten-year yields shrinking by about 20 bps from their peak."
Shailesh Saraf says: "The Indian market has given a correction of 2.84% in October 2023 and made a low of 18,838. But a huge buying came from there and the market broke its previous high of 20222 within a very short period. So geopolitical concerns are of a short-term nature, markets run only on profits."
Jayesh Faria says: There is no right or one fit for all answers to asset allocation queries but people want some guidance hence the unique formula of 100 minus your age should be equity allocation works well for majority of people. The investor in the age bracket of 30-40 years has long working years ahead of them and can sustain volatility hence their equity allocation should be highest."