“This should be looked at only from the view of diversification. As it is a thematic product, the proportion should be much lower compared to your overall investments. The reason to look at this is some of these companies which are part of Nasdaq index, are not available for investments in any other format in India.”
“If you are a long-term investor, you can stay bullish. If you are a trader, especially in micro caps, mini caps and small caps, this is time to be cautious For markets to sustain from current levels, the Triveni Sangam of good flows, positive sentiment and fundamentals matching the prices, have to be there.”
So, we expect that in the September to December quarter somewhere you will see a significant improvement in the profitability of the cement companies.
Nilesh Shah of Kotak AMC identifies the key driving forces behind today s markets: fundamentals, flows, and sentiments. With limited investment options in certain markets, foreign investors are directing their funds towards India, bolstered by the