Smart Investing..

Most of the investor community is worried about the market at this level. Some say we have grown very fast, some say FII’s might pull out, some say usually at this time of the year there comes a big correction and there are some who feels the political uncertainty might cause a big correction. But do we really have to worry about this market?? The fear in the market is not knowing where you are investing. If you know that you are investing in the world’s fastest growing economy with a GDP expectation of more than 9%, an economy which is a part of the emerging markets which is an asset class in itself and where the risk apetite of global investors is increasing. Emerging markets receive 10% of the global allocation and represents 30% of global economy and 15% of global profits. So a market like India looks attractive in the long term to lot of investors whatever the level is. There is also lot of concern regarding Hedge fund operators in India. Investors are of the opinion that they mig

In February 2007 I had come up with an article Buy..Buy ..Buy... where I had asked lot of my clients to invest. Remember that was the time when markets were close to 12000 levels on Sensex. There was panic in the market as there was expectation that the market will go down to 8K levels soon. Most of my clients are still holding the asset class and have reaped the benefits. All my focus had been on long term investing and why we should not be worried about the market level especially when we are investing in an economy like India. Indian finance minister expects India will be growing around 10% on GDP with corporate returns to be in the range of 28% + with more appreciation in the rupee and more flow from Europe, USA & Asia. So doesn’t it makes sense to be in invested in India now? Ask any investment guru and he will say lets look long term. But what is long term??? Ideally its 3+ years. I was telling one of my customers today that some of the hedge fund operators in Europe have mad