Dear Investors,

Wish you all Very Happy Diwali & Bright , Prosperous & Healhty New year.

I couldn’t share anything for more than a month , my apologies for same.

I would like to share some thoughts on auspicious occasion of Laxmi Poojan & would like to wish you a Profitable SAMVAT 2074.

Before we move on let me share a Fantastic news with you. For consecutive 2 months       ( Aug & Sept 2017) around 20,000 Crores of domestic investment is made in Mutual Funds via SIP. This is phenomenal & it shows that majority of our population has understood the power of compounding which MF products offer & this will reduce volatility in share market which happens because of FII – Foreign Institutional Investment.

Now let me share few thoughts with you on a broader perspective which Investors should be aware of.

• In spite of 3 major events in our Economy i.e. Demonetization , RERA & GST , share market has given an average return of around 18% . Please note all these initiatives were were structural  & made profound impact on our economy. MACRO economy (Economy of Nation / society as whole) shows good signs in some pockets i.e. Automobiles, FMCG & NBFC (Financial services sector) & other sectors are showing signs of revival i.e. Metals , O & G .
• Though we are still bullish on consumption driven economy , the Capital Expenditure remains a concern because Private companies need to do fresh investment on Capacity expansion which will create more jobs & will contribute profoundly in economic growth.
• As we are heading towards election of 2019 Govt. might spend more on popular schemes, which are called as Social Benefit schemes i.e.Housing for all & Electricity for all . This might impact Govt. Spending on Infrastructure i.e Roads, Railway etc.
• Govt. is expected to give boost to Make in India venture which will directly benefit few sectors like Defense , FMCG , Auto & Financial Services sector.

As I mentioned in earlier blogs as well – Prospects of our Economy are very promising & Growth is here to stay. Both Organic & Inorganic growth will unfold significantly in next 3 to 5 years. Now is the time to start Investment.

My next blog will be on essential things which every Investor………

Few thoughts/ advice for seasoned investors & existing Equity Market investors –

1.  Start looking at Mid Cap & Small caps , there is multi fold return opportunities
2. Defence , NBFC , FMCG & Metal – These sectors could lead the Bull run
3. Some names to keep watch on – Sterlite Technologies , HDFC Bank , Reliance

Happy Investing……………………