February 28, 2011
The FY 2012 Central Budget has not done anything dramatically. It provides incentives to increased infrastructure spending along with increased funding sources, highlights supply side issues in agriculture with an effort to provide solutions.
In the Union Budget for FY12, the government announced a reduction in the fiscal deficit to 4.6% of GDP from an estimated 5.1% in FY11, without any new tax revenue measures. However, it will be difficult for the deficit targets to be met given that it is based Read more
February 1, 2011
The Indian Stock Market has witnessed 2 Big Bull Phases – Dec-2008 to Jan 2000 and April-2003 to Dec-2007. Our first investment advise came out in Dec-2003, the second phase of the Bull Run. Now are we in the third phase of bull run ? or are we headed for a short term bear market etc are the questions that run on your mind. Irrespective of how global equities behave, you can create wealth in Indian equities.
We have discussed how a 10 to 15 year SIP has already yielded ~30% Compounded returns. However, this time around I am advising investors who can invest in Lumpsum to take advantage of the on-going correction. However, your SIPs should still continue after Read more