After reaching a peak in October 2021, the Indian stock markets have remained below that level for an entire year so far. Rising inflation across the world and geo-political developments like the RussiaUkraine war have taken a severe toll on the global markets. Such situations are a good occasion for investors to look for newer or under-explored opportunities for investments. These could be companies or sectors with a promising future once the global headwinds have passed. One such sector is the transportation and logistics sector. Let us understand the potential of this theme.
More Power to Transportation
While developed economies such as the United States and the European countries are under the pressure of inflation and the resulting slowdown, the Indian economy is expected to continue its growth at a pace faster than most other economies. This strengthens the case to be optimistic on the Indian economy in the near to long term. On its part, the Government of India is increasing its focus on infrastructure development. Government spending on infrastructure like roads and railways is at a record high with the government pledging to spend ₹10 lakh crore on the strengthening of infrastructure, according to the Union Budget 2022-23.
Denne historien er fra October 24, 2022-utgaven av Dalal Street Investment Journal.
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Denne historien er fra October 24, 2022-utgaven av Dalal Street Investment Journal.
Start din 7-dagers gratis prøveperiode på Magzter GOLD for å få tilgang til tusenvis av utvalgte premiumhistorier og 9000+ magasiner og aviser.
Allerede abonnent? Logg på
How To Invest In An Ageing Bull Market
Bull rallies (periods when stock prices rise) and bear declines (periods when stock prices fall) are natural parts of stock market cycles, but they don't follow a fixed timeline.
Should You Entrust All Your Money To A Single AMC?
If you are a market participant, you have probably heard the quote 'don't put all your eggs in one basket', which suggests diversification. Investors often focus on diversifying across categories like large-cap, mid-cap and small-cap, but they may unintentionally overlook diversification across different AMCs. The question arises: is AMC-wise diversification really necessary? Rakesh Deshmukh takes a closer look at this scenario
Wild Swings Engulf Global Equities
U.S. stock markets experienced significant volatility. An early-week rally pushed the markets to new highs, but this momentum faded, primarily due to weaknesses in the tech sector. The major indices had a mixed finish with, S&P 500 and Nasdaq closed lower, while the Dow recorded a notable gain.
U.S. Elections and China's Economy Hamper Commodities
Commodity markets experienced selling pressure in the last fortnight, driven by uncertainties surrounding the upcoming U.S. presidential elections, concerns about the Chinese economy, and increased agricultural production in Brazil.
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❝Technology is the new game-changer"
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What If Donald Trumps?
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Sectoral Gains Make A Mark
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