'Future market gains will likely depend primarily on earnings growth.'
Younger investors with long investment horizons may continue their SIPs.
'Despite the current uncertainties, the long-term outlook remains constructive due to strong fundamentals, government initiatives, and a stable banking sector.'
An analysis of how DSP BlackRock Micro Cap fund has performed in the last five years
'The idea is to invest where there is opportunity.'
Stocks of public sector undertakings (PSUs) have been on fire in the past year as investors cheered an improvement in key operating metrics and embraced counters of these state-owned enterprises, analysts suggest. The S&P BSE PSU Index has gained over 90 per cent in the past year, rising much higher than the S&P BSE Sensex, which has rose nearly 19 per cent during this period, according to ACE Equity data. The BSE PSU Index, reports show, has delivered a compound annual growth rate (CAGR) of 28 per cent (including dividends reinvestments) over five years and risen by almost 60 per cent in the past year.
Indian equities are no longer cheap vis-a-vis global markets, and only a short distance away from being the most expensive they have ever been.
The worst may perhaps be over for these stocks, suggests Sanjay Kumar Singh.
The unlocking of the economy since June led to a significant recovery in various macro, micro and high-frequency data points, resulting in the equity markets surpassing their previous lifetime highs.
When selecting investments, pay attention to potential return, risk and how easily you can exit it.
Sanjay Kumar Singh suggests key factors investors need to keep an eye on while choosing the direct investment route.
'Allocate 30% to 35% of your equity portfolio to mid-cap funds and 10% to 15% to small-cap funds.'
Investors not stop their SIPs or STPs due to election-related uncertainty.
Equity investments are fruitful over the very long 20-year term.
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