So that was about the
year bygone, what’s in store for the coming year. Coming back to the point of a possible turn in business cycle; what are the challenges that await India Inc. and what’s in store for individual investors in the coming financial year, considering that all hell has already broken lose, from inflation to rupee appreciation, dwindling stock markets to a slowdown in lending.
While there a few sectors that have underperformed, there are some which have scored well. Sectors such as cement, banking and real estate, which have trailed Sensex in the past few months offer a good investment option for three to six months. All the sectors mentioned above are fundamentally strong, but have suffered because of inflation. Once price concern eases, which most analysts feel will happen soon; these are the sectors which will rally the most. The current valuations of banking, cement and real estate is significantly lower and are an attractive buy at the current moment. According to Shubhada Rao, Chief Economist, Yes Bank, “Higher inflation, inflationary expectations and elevated levels of monetary parameters prompted the RBI to tighten. Going forward, we believe that interest rates are likely to stabilise in Q1-FY08.
year bygone, what’s in store for the coming year. Coming back to the point of a possible turn in business cycle; what are the challenges that await India Inc. and what’s in store for individual investors in the coming financial year, considering that all hell has already broken lose, from inflation to rupee appreciation, dwindling stock markets to a slowdown in lending.While there a few sectors that have underperformed, there are some which have scored well. Sectors such as cement, banking and real estate, which have trailed Sensex in the past few months offer a good investment option for three to six months. All the sectors mentioned above are fundamentally strong, but have suffered because of inflation. Once price concern eases, which most analysts feel will happen soon; these are the sectors which will rally the most. The current valuations of banking, cement and real estate is significantly lower and are an attractive buy at the current moment. According to Shubhada Rao, Chief Economist, Yes Bank, “Higher inflation, inflationary expectations and elevated levels of monetary parameters prompted the RBI to tighten. Going forward, we believe that interest rates are likely to stabilise in Q1-FY08.
For Complete IIPM Article, Click on IIPM Article
Source: IIPM Editorial, 2006
An IIPM and Management Guru Prof. Arindam Chaudhuri's Initiative
Read more:-
Source: IIPM Editorial, 2006
An IIPM and Management Guru Prof. Arindam Chaudhuri's Initiative
Read more:-
About IIPM ! IIPM Programmes ! IIPM Placement ! IIPM Alumni ! IIPM Alliances ! IIPM Ranking ! IIPM Director's Desk ! IIPM Dean's Message ! History of IIPM ! IIPM Mission ! IIPM Curriculum ! IIPM Project Based Learning ! IIPM GOTA ! IIPM Dual Specialisation ! IIPM Faculty ! IIPM GOP ! IIPM Campus Resources ! IIPM Campus Events ! IIPM Sports Club ! IIPM Support Services ! IIPM Campus ! IIPM Libraries ! IIPM Cafeteria ! IIPM Academic Centres ! IIPM Wilton Park Reports ! IIPM Feedback ! IIPM Links ! IIPM Sitemap ! Contact IIPM !
