Reflections 2003

What's your strategy for '04?
What should be the investment strategy for retail investors in 2004 after an eventful 2003? We believe that there is a need to re-look at one's approach.
Stock Market strategy | Investments strategy | What we had recommended for 2003

Review 2003. Preview 2004.

Automobiles: Growth in price? While 2003 was an eventful year, how much of expectation is already in the price?		Commodities: A contrarian view Will the meteoric rise in prices last? We have a different view.

Debt Funds: Dawn of a new era... Year 2003 saw the fixed income investor coming to grips with volatility.		Equity Funds: From whining to shining 2002 was the year of the brave investor. 2003 was the year of the very prosperous investor.

FMCG: Temporary blip! Would the underperformance in 2003 be reversed in 2004?		Go home go! Year 2003 was a good one for home loan seekers. 2004 is unlikely to be very different.

Hotels: Destination India? India is going places. But is the global tourist coming to India's places?		Media: Going gets better? With the economic recovery and CAS, are the golden years back?

Pharma: Outsourcing opportunity? Will the US generics market and outsourcing opportunities fuel growth?		Software: Recovery in sight? Can Indian software companies justify their valuations going forward?

Best of Equitymaster		Read more..
Identifying stocks: Do's and Don'ts India takes on the world India and China: Together, we shall rise!		Book Building: Then and now… India: Looking through the 'US' glass Pharma outsourcing: The next big thing

Best of Personalfn		Read more..
Splitting your insurance policy Child plans: No Kidding Interest Rates and You It's time to read your home loan agreement! Balance Transfer for home loans		Are you married to your fund manager? Are your returns 'real'? Risk-return trade-off works in the long term Equities: The time has come Demystifying the NAV

Best of Face to Face
Marc Faber, Global Fund Manager Y. M. Deosthalee, CFO, L&T Rakesh Mohan, Deputy Governer, RBI Mahesh Vyas, Exec. Director, CMIE Deepak Ghaisas, CFO, i-flex Solutions More interviews on Equitymaster		Prashant Jain, Head - Equities, HDFC AMC Nilesh Shah, CIO - Debt, Franklin Templeton Rajat Jain, CIO, Principal Mutual Fund Sanjiv Duggal, Director and CIO HSBC AMC T. P. Raman, MD, Sundaram Mutual Fund More interviews on Personalfn

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In 2004, I will give a higher allocation to...
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The Markets

INDEX YoY CHANGE

BSE SENSEX 5,699 68.5%

NSE NIFTY 1,837 67.8%

S&P 500 1,094 22.6%

DOW 10,305 22.0%

NASDAQ 1,969 43.5%

FTSE 4,445 12.7%

HANG SENG 12,457 30.3%

NIKKEI 10,365 21.9%

*Latest indices as on Dec. 26, 2003

Fixed Deposit Rate Trends

JAN-03* DEC-03

State Bank of India

1-YEAR 5.75% 5.00%

2-YEAR 6.00% 5.25%

3-YEAR 6.25% 5.50%

*As on January 13, 2003

HDFC Ltd.

1-YEAR 6.75% 5.75%

2-YEAR 7.00% 6.00%

3-YEAR 7.25% 6.25%

*First week of January 2003