Sunday, 8 February 2015

Financial Assets @ February 2015

MARKET UPDATE

Equity Market

Despite the continued rally, market valuation remains broadly reasonable.
RBI cut its policy rates by 0.25% in January.
• We remain bullish on equities from a medium to long term perspective.
January was a topsy-turvy month for global markets. US markets were volatile and closed down for the month.
Volatility levels in the US have gone up in the last few months after being close to multi-year lows in the first half of 2014. European equities were up for the month while emerging markets were flat. Central banks continued to determine market sentiment - ECB initiated bond purchases, while the Swiss central bank gave up its policy of defending the Swiss currency level against the Euro. US Fed reiterated the likelihood of rate hike during the course of the year. In case of commodities, while crude oil continued its fall, Gold had a big rally.

Indian equities started 2015 on a positive note. CNX Nifty closed the month up 6.3%. Midcap index trailed the large cap index. Infrastructure, Financials and rate sensitive sectors performed well, while commodity stocks continued to lag.

RBI cut its policy rates by 0.25% in January. While the action was widely expected, the timing surprised the market as it was done out of the scheduled policy review calendar. The case for rate cut was pretty clear over the last few months as inflation had fallen sharply and seemed well within the glide path set by RBI. Market expects the RBI to carry out a series of cuts over the next 12-18 months. Lower interest rates should help revive growth and bring down funding costs for companies. On the government policy front, attention is focused on the union budget scheduled for February. The fiscal numbers will get a big boost from the fall in crude oil prices. There has been discussion on increasing public investments in order to jump-start growth. However the same will need to be balanced by the need to maintain the path for fiscal consolidation.

Reporting of quarterly earnings for the December quarter is currently underway. The expectations from the quarter have been modest given the continued weakness in the economy so far. Results declared so far have been broadly as per market expectations. Despite the continued rally, market valuation remains broadly reasonable. We remain bullish on equities from a medium to long term perspective. Investors are suggested to have their asset allocation plan based on one’s risk appetite and future goals in life.

Debt Market

• We expect RBI to cut rates further over the next 6-12 months.
• Domestic data continues to be supportive for the bond market.
• Investors with risk appetite should look to add duration in their bond portfolios while those with lower risk profile may look for shorter duration funds.

Bonds rallied sharply across the curve in January as the RBI initiated the rate-cut cycle.While the rate cut was widely expected by the market – especially after the previous policy review of the RBI – the timing had been a bit uncertain.

The RBI chose to surprise the markets by not waiting for the next policy review date in February.This is expected to be the first in a series of rate cuts over the next 12-18 months. The benchmark 10 year yield moved from 7.86% to end the month at 7.69%.

Crude oil continued its sharp fall in January. Fall in crude has allowed the government to hike excise duties and also bring down retail sales prices and this should help lowering inflation further & benefit the economic revival.

After a period of weakness, the Rupee had a sharp rally in January. Foreign investor flows (both in debt and equity) remain robust and the current account deficit is falling sharply thanks to the lower commodity prices (especially crude oil). India continues to remain in a much stronger position on the external front compared to most EMs. Our FX eserves have also continued to rise.

We expect RBI to cut rates further over the next 6-12 months. Investors with risk appetite shouldlook to add duration in their bond portfolios while those with lower risk profile may look for shorter duration funds.

Mantra : Be invested both in  Equity from medium to long duration & debt for all tenure.

Regards

Kajal Gupta

(+919830293134)

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