Market me Mandi, Lekin Tension Nahi Lene Ka!
Aaj kal market thoda upar neeche ho raha hai, lekin ghabraane ki zaroorat nahi hai. Kenneth Andrade ji, Old Bridge Mutual Fund ke founder, ka kehna hai ki yeh bas ek consolidation phase hai. Global mandi me thodi gadbad chal rahi hai, lekin India ke liye yeh bura nahi hai.
Paisa Lagane Ka Time Aa Raha Hai!
Andrade ji ka kehna hai ki ek bada capital expenditure (capex) cycle shuru hone wala hai. Matlab, companies naye projects me paisa lagane wali hain. Isse market ko fayda hoga aur supply chain bhi strong banega. Unhone NDTV Profit ko bataya ki yeh cycle sirf India me nahi, balki puri duniya me shuru ho raha hai.
Tech Boom Jaisa Kuch Hone Wala Hai?
Andrade ji ne tech boom ka example diya, jab China ki wajah se commodities cycle aaya tha. Unka kehna hai ki India ko is capex cycle me participate karne ke liye global capital ki zaroorat hai. Unhone kaha, “Log abhi bhi utna hi kharch kar rahe hain, lekin mehngai ki wajah se woh aspirational products ki bajay affordable products kharid rahe hain.”
Downtrading Abhi Chalega!
Andrade ji ne kaha, “Jab income sirf inflation ke barabar hoti hai, toh spending power nahi badhti. India me log kharch kam nahi kar rahe, balki apni pasand badal rahe hain. Yeh downtrading abhi kuch time tak chalta rahega.”
Sarkaar Bhi Help Karegi!
Unhone kaha ki sarkaar bhi balance sheets expand kar rahi hai, jisse market ko support milega. Investors ko un companies me invest karna chahiye jo apne industry cycle ke low point par hain. Unme growth ki zyada potential hai.
Pharma aur Commodities me Dhyaan Do!
Sector specific opportunities ke baare me Andrade ji ne kaha, “Main yeh pehli baar nahi keh raha, lekin sarkaar balance sheets expand kar rahi hai, aur yeh dhyaan dene wali baat hai. Stock picking ke liye, hum un businesses ko pasand karte hain jo apne industry cycle ke lower end par hain. Growth kaafi sectors me limited hai, isliye hum long-term potential par focus kar rahe hain. Humara pharmaceuticals aur commodities me zyada weight raha hai, aur ab, relevant data ke saath, hum ek lamba cycle dekh rahe hain. Basic commodities aur engineering me bhi tezi aa sakti hai, lekin unki valuations zyada hain.”
