Will a poor Monsoon affect your portfolio?

This year, monsoon rains have been conspicuous by their absence. While
a few parts of the country have received excess rainfall, that has
been the exception than the rule. Drought-like conditions are
prevailing in many parts. In other parts, rainfall has been scanty to
mediocre.

By all accounts, rainfall will be below average this year. What will
be the effect of a poor monsoon on your investment portfolio? In this
month’s guest post on Subhankar's blog, I look at a few sectors that may get
negatively affected by a poor monsoon and a few that may not do too
badly.

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The monsoon this year is likely to be deficient. Which sectors and
stocks will feel the impact? This is a burning question in the minds
of investors. Let us try and analyse the impact of a poor monsoon.

Read more at:

http://tinyurl.com/mobugobu