The domestic equity market has turned volatile of late. Intraday swings around all-time high index levels are making investors wonder whether the market is entering a phase of dismal returns. While valuations appear to be expensive, global concerns such as Fed taper, a possible US government shutdown, a rise in dollar and, above all, visible slowdown in the Chinese economy are making investors nervous.
ETMarkets’ Amit Mudgill caught up with Pankaj Tibrewal of Kotak Mahindra Mutual Fund to figure out how best to tread this market. LISTEN IN
1. Valuations appear rich and investors are unsure of the market direction. Do you think investors can still invest at these levels?
2. Can you name a few investment themes that you think can reward investors handomsely over the next 3-5 years?
3. What is happening in China? First, it was a housing issue and now we are seeing power cuts. How will it impact the domestic market?
4. What would be your advice to retail investors who are jittery at the moment?
Thank you Mr Tibrewal for a very intriguing conversation.
That’s all in this week’s special podcast. Do keep checking this space for more interesting content and take time out to follow our market podcasts twice every day. Stay safe and Happy Weekend!
