portfolio allocation: Aggressive investors could follow 50:40:10 equity allocation: Bhavesh Sanghvi indiatimes.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from indiatimes.com Daily Mail and Mail on Sunday newspapers.
Updated Apr 14, 2021 | 06:15 IST
Financial advisors are recommending clients to hold 10-20% of their portfolios in international equities as a hedge against the vagaries of the domestic market. International mutual funds
New Delhi: Indian equity markets fell sharply on Monday the BSE Sensex and the Nifty fell sharply (nearly 3.5% each) as rapid surge in fresh Covid infection cases raised fears of lockdown. However, other global markets did not perform as badly as Indian market. Financial advisors are recommending clients to hold 10-20% of their portfolios in international equities as a hedge against the vagaries of the domestic market so that a part of their portfolio remains insulated.
DAILY VOICE | Infrastructure sector may get more attention in Budget 2021: Bhavesh Sanghvi of Emkay Wealth
The valuations based on a TTM basis might look slightly expensive, but with the expected earnings pick up and EPS growth, the valuations would look more reasonable. December 23, 2020 / 08:17 AM IST
Bhavesh Sanghvi, CEO of Emkay Wealth Management, who is an alumnus of Columbia Business School and NMIMS and has over 3 decades of experience, is of the view that we may see more companies beating the earnings estimates in FY22. A word of caution though - stick to your defined asset allocation.
Sanghvi is of the view that the infrastructure sector may receive more attention in Budget 2021. Overseas investors would focus on the path which the government would indicate to get the finances back on track, after a tumultuous year, he said in an interview with Moneycontrol’s Kshitij Anand.