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Should You or Not invest in equity at current levels


11.7.2017
  
"You only have to do a very few things right in your life so long as you don't do too many things wrong" - Warren Buffett

Contrary to expectations markets are scaling new highs. Nifty is clearly heading towards five figure mark. Indices are trading around 19 times to one year forward PE. Where the markets will go from here – who can guess?

GST has been rolled out and contrary to fears markets have given thumps up to its roll out. GST was being shown as next big disruption to growth after demonetisation. But we have seen post demonetisation companies are reporting better sales figures. And same is likely to happen on implementation of GST. Though on ground manufacturing activity seemed to have taken some pause but June had witnessed flurry of sale offers in the name of clearing stocks before implementation of GST. This is going to reflect positively in companies’ balance sheets.

Post GST many companies especially from FMCG and auto segment have announced reduction in their prices. Others will follow suit. Implementation of GST will smoothen transportation system and thus reducing transportation cost of the products. It will bring a lot of unreported transactions to the books thereby   reporting of better corporate results.

Along-with positive sentiments flush of liquidity has also been a major cause for this continuous rise in the indices. In first half of this calendar year equity markets have received around 1.3 lacs crores. SIPs of mutual fund alone contribute 8,500 crores every month to the equity markets. Even we, at InvestmentMitra, have seen it ourselves. In first 1.5 years of our operations we could hardly boast of our SIP book of around 6 lacs a month. But in last about 6 months it has more than tripled and is now over 20 lacs a month. What is more interesting is our HNI investors who till now were considering SIPs to be a poor man’s tool to save some money, have realized it’s benefits and have started investing big sums through SIPs. We won’t be surprised if our SIP book crosses one crore mark this fiscal.

No one can guess when the markets have peaked and when they will bottom out. We can address the issue to good extent only by using prudent asset allocation between equity and other asset classes. There are various schemes from good mutual fund houses where fund manager do this asset allocation and rebalancing by himself. During such uncertain times investors will be better off using such schemes that increases or decreases their exposure to equity markets by tracking their price to earnings ratio or price to book value ration or such other methods.

To know which of these funds will suit your portfolio for Lumpsum investments or SIP portfolio, call us and we would be very happy to assist you in taking decision.

Happy investing!

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