'We will likely be buffeted by tailwinds from the global economy, geopolitical shifts and robust domestic demand.'
Two factors play a predominant role in fetching good returns -- stock selection and allocation, suggests Sanjay Kumar Singh.
'For the same level of return, you can reduce portfolio volatility significantly with a 10% to 15% exposure to international funds.'
'Making money in such markets is typically harder and investors need to put in considerable effort to identify stock ideas over the year.'
With the Sensex again nearing 28,000 points, investors can make good returns with a one-two year horizon.
'Everyone is still trying to understand the quantum of impact demonetisation will have on the economy.'
Focus on large-caps and ensure that the portfolio is balanced.
Omkeshwar Singh, Head, Rank MF, a mutual fund investment platform, answers your queries.
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