Analysts are optimistic about investment themes in infrastructure, IT, pharmaceuticals, Banking and financial services, despite market correction.
Benchmark indices have corrected by 10% in recent months, causing investor apprehension. However, certain sectors and themes remain investable despite concerns about blue chip and mid-cap stocks.
Retail investors should consider value and large-cap funds, as valuations remain near historical averages.
The IT (Information Technology) sector experienced a boost following Donald Trump’s victory.
We Talked to Mutual Consulting Services providers for 360 Degree Financial Planning in a podcast
- Mayank Misra, Vice President of Product, Mutual Funds, IND money.
- Jiral Mehta, Senior Research Analyst, Sector & Thematic Funds, FundsIndia
- Soham Bathwal of Dhanvesttor
What 360 Degree Financial Planning /Advisor Recommendations to Invest Corpus in…..
In the current market scenario, investors should focus on sectors deeply tied to India’s growth story, particularly infrastructure and niche pharmaceuticals. Companies with low-leverage balance sheets and strong growth visibility are also suitable.
Investors apprehensive about investing in certain sectors or themes can consider long-term investments in value or large-cap funds.
We 360 Degree Financial Planning services providers analysed that For over five years, these funds offer a good risk-reward balance and are closer to historical averages. For shorter periods, balanced advantage and hybrid funds provide a debt cushion against market volatility. Arbitrage funds are the safest and most tax-efficient way to park money for the very short term.
One Invest planner recommends us investing in banking and financial services, also hopeful of infrastructure, niche pharma & IT sector. IT at higher priority.
