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Time to be circumspect - Views on News from Equitymaster
 
 
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  • May 18, 2009

    Time to be circumspect

    Carefully assess opportunities before investing
    Given the euphoria surrounding the UPA's decisive victory in the General Elections, stocks in India are expected by one and many to surge as markets open today. This is given that a lot of domestic and institutional investors were waiting in the sidelines all these months just to seek more clarity on the political front before committing funds in a major way. And given the voices that have crowded business channels since the election results have been out, markets are expected to go up sharply. However, amidst this euphoria, we would like to caution you against committing your entire investible surplus at one go for the fear of losing out on the rally.

    Successful investing is all about discipline. Even while stocks across the sectors are still trading at attractive valuations from a 3 to 5 years perspective, it is pertinent for you to assess each and every opportunity very carefully rather than simply jumping into buying anything just because everyone else is buying. Of course, a stable government at the Centre would mean that India can move on its path to reforms with relative ease, but things will still take time to take off given the bureaucratic setup and slow decision making process.

    India Inc.'s wish-list for the new government
    As a new government, or the old one in a new avatar, steps into the South and North Blocks in New Delhi, India Inc. waits with bated breath to spell out its wish list of things to do. As reported in several business dailies, Indian companies now expect the government to dole out a fair dose of policy reform given that it (the government) no longer needs to take care of the whims of the Left parties, which have acted as the main hurdle to the reforms process all these years. The corporate sector is especially looking out for reforms in sectors like retailing, pension, and insurance, as also in labour reforms where the Left had made the most noise.

    In this regard, The Economic Times reports that tax sops are also on top of corporate India's agenda to tide over the ongoing economic crisis. The report states, "The ailing export sector, which in October witnessed a decline for the first time in a decade and missed the target of $175 billion, has sought income-tax exemption for some five years."

     

     

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