Key Points
Time in the market is the ultimate Rohit Sharma sans that, no portfolio can show wealth creation with reasonable probabilities, says Somnath Mukherjee, CIO & Senior Managing Partner, ASK Private Wealth...
INVITS and REITS too represent compelling value, with interest rates seemingly peaked out and an uptick in the infra cycle Edited excerpts:..
Higher oil prices translate into higher inflation, and stickier interest rates all negative for sentiments and equity markets...
Companies with a large cash pile on the balance sheet and not great opportunities to invest that money, i.e., not a very attractive return on re-invested capital profile its better for them to return excess cash to shareholders...
SIP, EPFO, and NPS are structural, non-discretionary flows into equities that are great buffers for equity markets in India, a sharp contrast to many other EMs...
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