If you have surplus funds, and a time frame of over 12-24 months, this is the time to increase the allocation to equities, Hemang Jani, Head - Advisory, Sharekhan, said in an exclusive interview with Moneycontrol’s Kshitij Anand.
A) A spike in interest rates in the US, as well as inflation concerns, led to an initial sell-off in global markets, which got accentuated by overbought positions. The contagion has spread to other asset classes (Bitcoin, base metals, crude etc.) and most emerging markets which is usually the case.
A) The fact is that markets were not prepared for a large sell-off and there was a bit of complacency and exuberance across equity markets which were reflected in the low IVs (Implied volatility, which has reversed in past couple of days). Let’s look at historical correction patterns.
A) If you have surplus funds and have a time frame of over 12-24 months, this is the time to increase the allocation to Equities as we have seen a meaningful correction in the market after a long time. We see this as an opportunity for retail investors as this is happening at a time when there is earnings growth revival is seen across companies after a gap of almost 3 years.
Q) Stocks to buy for investors with a time frame of over 12 months.
A) We have shortlisted stocks which have been part of our research coverage, have reported good numbers in December quarter and has ups...