As the financial markets venture into 2024, investors face market opportunities and heightened volatility. Nishit Master advises investing in good-quality companies with consistent positive cash flows to shield against anticipated turbulence. Mohit Ralhan recommends a comprehensive portfolio review, rebalancing allocations to align with risk tolerance. He cautions against poor-quality companies and suggests implementing stop-loss mechanisms to protect profits. Alok Agarwal advises against timing the market, emphasizing disciplined rebalancing and asset allocation. Varun Saboo recommends strategic allocation with a focus on large caps for stability and growth potential.
Mohit Ralhan says: Investors should focus on the steps the government takes to incentivize global manufacturers to set up shop in India and keep an eye on any incentives the FM rolls out to attract such flows. Spotting beneficiaries of such a move could lead to substantial wealth generation. India, with its strong macroeconomic fundamentals and political stability, has emerged as a preferred destination for global investors.
New Delhi: With higher food prices, India’s headline retail inflation rose to a four-month high of 5.69 per cent in December 2023 against 5.55 per cent in the previous month of November, while.
Emerging risks like cyberattacks and climate change became more prominent in 2023, highlighting the importance of diversifying portfolios beyond traditional assets.