Looking at the positive trends in the Domestic Economic Health Indicators, like Improving Macro economic factors, Controlled Inflation, Currency Stability, Moderate Interest Rate, Capital Flows and Policy reforms. It is being observed that there is a rising share of private consumption in the GDP and recovery is being seen in the form of expansion in new Business and output.
This article covers the views of Mr. Sukumar Rajah, Managing Director & CIO (Asian Equity), Franklin Templeton Investments while talking to ET Now. He says that the Real Estate and the Services sector could provide exciting opportunities by 2020.
I was counting the years, I have been observing you manage money for nearly 20 years now.
Yes!! More than 20 years.
In coming two to three years, where do you think we are headed to? If someone who is tempted to buy securities at the current juncture after the recent run-up, what do you think this market has to offer now?
Basically, the prospects for the economy and a lot of companies are becoming much better. The market has moved-up but, if you look at how the individual securities are valued, there are still a lot of opportunities. The market is going to become broader over a period of time. There is a drive to improve the corporate governance and innovation across companies. The economy is becoming more robust with the better opportunities for companies with fair practices. I am more optimistic about finding good opportunities in the market than ever before.
The big talking points this morning is ITC and the likes considering the government has now levied that extra cess on tobacco manufacturers along with that 28% GST, which I guess was bound to happen. Your thoughts on how some of these “sins” need to be approached, because in the past as well we have seen that the government has clamped-down on tobacco manufacturers. This has made them undertake steep price hikes but, in the end, the volumes do manage to stabilize and the cigarettes for instance continues to be the largest revenue contributors for the likes of ITC. But, do you think now is the time to turn away from some of this kind of companies?
هذه القصة مأخوذة من طبعة August 2017 من Investors India.
ابدأ النسخة التجريبية المجانية من Magzter GOLD لمدة 7 أيام للوصول إلى آلاف القصص المتميزة المنسقة وأكثر من 9,000 مجلة وصحيفة.
بالفعل مشترك ? تسجيل الدخول
هذه القصة مأخوذة من طبعة August 2017 من Investors India.
ابدأ النسخة التجريبية المجانية من Magzter GOLD لمدة 7 أيام للوصول إلى آلاف القصص المتميزة المنسقة وأكثر من 9,000 مجلة وصحيفة.
بالفعل مشترك? تسجيل الدخول
Indians are Developing Weak Bones
In India, 1 out of 8 males and 1 out of 3 females suffer from osteoporosis, making India one of the largest affected countries in the world.
"The strategy behind the Tata India Innovation Fund centers on identifying companies that are driving transformative or incremental changes through innovation"
Yes, we certainly believe innovation is a powerful theme with immense potential for the coming years, and we are excited to bring it to our investors.
What is Hybrid Mutual Fund?
Hybrid Mutual Fund is a combination of more than one type of fund. While they invest in shares of companies listed on the exchange, like equity funds.
Should you invest in dynamic bond funds?
Dynamic bond funds have delivered a category average return of 8.68 per cent over the past year, making them the fourth best-performing category, following long-duration funds, constant maturity gilt funds, and gilt funds. With interest rate cuts yet to begin, these funds remain a viable option for investors seeking to benefit from possible rate reductions.
The Multicap Solution to India's MultiDimensional Growth
India is entering a transformative era of economic growth, backed by a unique combination of demographic strength, infrastructure development, and rising global prominence.
The Long-Term Benefit of Investing in Children's Future
A child is the most treasured part of any parent's life, and naturally, we want to give them the best of what the world has to offer. This often means not only ensuring we can meet their needs but also nurturing them to pursue their unique aspirations. Each child has their own dreams and challenges, making the early years critical as they lay the foundation for a healthy and fulfilling future.
ASK THE EXPERT
Ques. One of my friends told me that your company provides detailed Retirement plans. I want to know what is the procedure to get my Retirement plan. I will be retiring in March 2025. R.P Gupta, Noida
How to Naturally Reverse Fatty Liver Disease
The liver, located on the upper-right side of the abdomen, is the body’s largest internal organ and plays a critical role in detoxifying the blood and processing nutrients.
Banking sector which has underperformed in the last two years, now offers a favorable risk-reward profile
Do you think the market is overpriced? Is yes, should investors refrain from investing in index schemes at the current valuation?
India will continue to enjoy benefits of a close US relationship and trade will continue to grow
Q1. The US elections are said to be one of the closest till date, what impact will the election of a Republican / Democratic party have on the US economy and how is that going to affect India in the short as well as the long term?
