IN RECENT times, the markets have remained choppy. We have seen a runaway rally over the last three to four years and the equity markets are currently trading at a premium. The good times, as we have been experiencing, may not last. NSE 500 companies experienced earnings deceleration in Q1 FY25, with 300 of 500 companies reporting a 6 per cent quarter-on-quarter decline in earnings while showing a 3 per cent year-on-year growth primarily due to a 21 per cent year-on-year growth in banking and financial services (BFSI) companies. “Excluding BFSI, 229 companies reported a 7 per cent year-on-year and 10 per cent quarter-on-quarter decline in earnings. In such a scenario, capital is likely to flow towards companies with better earnings growth, making stock-picking crucial, similar to the 2009-2013 period,” says Manish Bhandari, CEO and Portfolio Manager, Vallum Capital Advisors, a Securities and Exchange Board of India (SEBI) registered investment advisor (RIA). In such a scenario, what should be your mutual funds strategy? We take a look.
The Budget Driver
The budget this time, highlights three themes. And these should guide your mutual fund investment strategy going ahead.
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Go Glocal
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