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Where do we go from here?

Recommendations on where you should be looking at to make investments now and which sectors are better avoided

The Sensex appears to be taking a breather. After gaining 30 per cent in 2014, it is up less than five per cent in 2015. A number of reasons could be ascribed to the break: a slowdown in domestic and the global economies, the slow process of reforms announced by the new government and the heated valuations in the market, with many stocks already having doubled or tripled without a corresponding earnings growth to back the current valuations.

We look at why the market is taking some time off and what could impact performance hereon. Even as it cools down, it is pertinent to remember that despite the slowdown and the slow rate of things moving, the Indian economy still is one of the fastest growing in the world. That makes it attractive place to be in. We give our recommendations on where you should be looking at to make investments now and which sectors are better avoided.

  1. Market Valuations

Watch out this space for other recommendations.