We have heard your views time and again about manufacturing, the capex cycle turnaround and how you are betting on it. How are you preparing for the next bull run?
Inflation would be a big scare as you move ahead and central bankers are running much behind the curve. But as we stand today, I think inflation could be behind us ex of growth and the bigger worry for us now is global growth slowing down.
Central bankers are prioritising inflation over growth. They are resigned about growth concerns completely but in the next four to five months, our belief is that ex of crude, inflation will start trending down and probably the second half growth concerns will take over.
So from here on for the next five to six months, what we are now saying is that a significant damage has been done on the global as well as local equity markets and one needs to be selective in bottom-up stock picking, making sure that they navigate the volatility quite carefully and prepare for the next bull market whenever it comes. One needs to survive first because if you survive, then only can you participate in the next bull market and that can happen with disciplined asset allocation and management of risk.
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