Synopsis
Chances are that the latest phase of correction, sparked by the changed stance of the US Fed, is over. Now, unless something dramatic happens after Trump takes office on January 20, it is unlikely that we will see any India-specific selling. Given the current scenario, there are a couple of things investors should keep in mind while taking incremental exposure in the markets. First, remember that valuations are high, as has been the case for a long time. And second, that the markets are likely to be stock-specific in the coming months. It is unlikely that we will see a period where cats and dogs start flying once again. So, be bullish, be specific, and largely keep exposure to the large-cap segment.
At this point, the street is somewhat confused about how things will pan out in the short term. The reason: Noise about how the world will change once Donald Trump takes charge as US president on January 20 is probably at its highest. In this scenario, it’s best to get back to basics and also be somewhat contrarian in terms of thinking. Instead of worrying about the short term, think long-term and stay focussed on what business you are going to
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