If demand contraction (as we have seen last quarter data) is
anything to go by – resultant we have supply constraint which leads to lower
inflation creating scope for lower interest regime. Correction in commodity
& real estate market prices soon to be factored in prices. Decline in Gold
import and lower inflation (on account of demand contraction) has given elbow
room to manage CAD (Current Account Deficit) more efficiently. Being FII’s
inflow at its best - going forward lot will depend how FDI nos. (in-flows) will
be unfolding with all possible innitiative taken by the govt.
Usually May month is not good for the equity market… having
said that equity market should be range-bound with upward biased in current election
year.
Debt is one market where one can be assured of 9%-10%TAX FREE RETURNS(equally safe as bank deposit)- which is more than what anyone can ask for………. SO ITS HIGH TIME WE SHOULD REPLACE OUR BANKS TRADITIONAL FIXED DEPOSIT SCHEMES WITH SAID FUNDS.
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