Mr Shah speaks about the sectors that are likely to perform in the next financial year, explains reasons for reading financial statements before investing. He also asserts that mid cap stocks tend to outperform small cap & large caps in the long run.
Divam Sharma of Green Portfolio, PMS, suggests caution due to expensive markets and high volatility. Talks about a tug-of-war between FIIs and DIIs and Fed rate cut expectations.
Manish Goel of Research & Ranking anticipates Nifty EPS growth to maintain 12-13 per cent CAGR between FY24 and FY26. He suggests aligning investment strategy with the horizon and risk tolerance, partnering with skilled advisors, and focusing on solid companies for long-term gains.
Maintain a neutral allocation to equity with a long-term view. Increase exposure when valuation is cheaper, especially in small and mid-caps, says Nilesh Shah of Kotak AMC.
You can opt for large-cap funds for the majority of investible sum, while the remainder of your corpus can go towards dynamic bond funds of 2-3-year duration, say these investment advisors.