AMID GROWING VOLATILITY and moderate return expectations from equities this year, experts suggest investors should look at a portfolio of 60% in equities, 30% in fixed income and 10% in gold. Large-cap funds are expected to outperform small- and mid-caps in the near term due to premium market valuations.
In an environment of elevated valuations, focusing on quality growth stocks with strong fundamentals, sustainable earnings, and reasonable valuation metrics is key. Investors should prioritize companies with consistent cash flows and lower leverage. Gold can be accessed through exchange traded funds while real estate investments may be made via real estate investment trusts for flexibility.
Investors should stick to systematic investment plans and systematic transfer plans to avoid market timing risks. Moreover, portfolio rebalancing should be guided by a disciplined approach rather than market timing. In fact, investors should set thresholds for asset allocation deviations and a quarterly review can help realign investments with long-term goals.
Bu hikaye Financial Express Mumbai dergisinin January 04, 2025 sayısından alınmıştır.
Start your 7-day Magzter GOLD free trial to access thousands of curated premium stories, and 9,000+ magazines and newspapers.
Already a subscriber ? Giriş Yap
Bu hikaye Financial Express Mumbai dergisinin January 04, 2025 sayısından alınmıştır.
Start your 7-day Magzter GOLD free trial to access thousands of curated premium stories, and 9,000+ magazines and newspapers.
Already a subscriber? Giriş Yap
Trump comeback: Honda to go slow on new EVs
HONDA MOTOR WILL be cautious about starting production of new electric vehicles due to uncertainty about US President-elect Donald Trump's industrial policy, a senior executive of the Japanese automaker said on Tuesday.
Flying taxis are on the horizon
Taking Commuting To New Heights
Bid for 2036 Olympics takes pan-India route
Bhubaneswar, Bhopal, Pune to join Ahmedabad
Pritish Nandy dies at 73
VETERAN JOURNALIST, POET and filmmaker Pritish Nandy passed away in Mumbai on Wednesday, sources close to him said.
India seeks NRI participation in 'Viksit Bharat'
THE 18TH PRAVASI Bharatiya Divas (PBD) convention kicked off here on Wednesday, with external affairs minister S Jaishankar calling upon NRIs and Persons of Indian Origin to actively participate in the quest for a 'viksit Bharat' (developed India).
SC: Examine proposals to develop Sahara land
THE SUPREME COURT on Wednesday asked market regulator Sebi and the amicus curiae to examine two separate proposals of two firms for developing the Sahara Group's land in Mumbai to return investors' money.
Oil pares gains on dollar strength
OIL PRICES TRIMMED earlier gains on Wednesday as the dollar strengthened but continued to find support from a tightening of supplies from Russia and other OPEC members and a drop in US crude stocks.
Sebi issues guidelines for analysts & advisers
MARKETS REGULATOR SEBI on Wednesday said it has issued guidelines on the regulatory framework for research analysts and investment advisers to bolster investor protection and ensure transparency.
'Align AI and business goals for better results'
ENTERPRISES ARE increasingly recognising the value of multicloud architectures and the ability to capitalise on the unique strengths of various cloud platforms to enhance their operational capabilities, says Shailender Kumar, senior vice-president and regional managing director of Oracle India and Netsuite JAPAC. In this interview, he speaks to Sudhir Chowdhary on the emerging trends in cloud computing and how cloud providers are embedding AI capabilities into their services. Excerpts:
GCCs focus on skills-based hiring for growth
GCCs focus on skills-based hiring for growth
