I am taking a break from the usual weekly format which I usually post in. My article had got selected for the Investing.com Round Table which was published about 2-3 days back.
I am giving the link here.
http://in.investing.com/analysis/2016-outlook-4065
My part is as below:
Nishit Vadhavkar 2016 Will Be The Year Of India
With low commodity prices globally, India will get the raw materials cheap for the Make In India Program. India, being a crude oil importer with almost 80 pc of crude imported, will have a lower fiscal deficit. Lower steel prices will further help in infrastructure development at optimal costs. Domestically, good governance with transparent auctions of Coal, Spectrum the roadblocks to doing business in India have been removed. India will have the highest GDP growth rate amongst key economies of the world, coupled with a falling interest rate regime, low inflation, aspirational middle class, we have a perfect recipe for markets to take off. Sectors I am most bullish on are Capital Goods, Private Banks, Defence and Power Sectors. Low commodity prices, good governance coupled with Managements with high Integrity in the sectors mentioned above will lead to winners in one's portfolio.
2016 is the year of hope, year where big money is to be made. A rare combination of events has lead India to be in the sweet spot it is in.
Copy paste the link if doesnt open to the Round Table views.
I would also take this opportunity to thank my mentors Taran Marwah and Subhankar Ghose for their guidance.
It is the time for new beginnings, to leave the old behind and have fun.
I am giving the link here.
http://in.investing.com/analysis/2016-outlook-4065
My part is as below:
Nishit Vadhavkar 2016 Will Be The Year Of India
With low commodity prices globally, India will get the raw materials cheap for the Make In India Program. India, being a crude oil importer with almost 80 pc of crude imported, will have a lower fiscal deficit. Lower steel prices will further help in infrastructure development at optimal costs. Domestically, good governance with transparent auctions of Coal, Spectrum the roadblocks to doing business in India have been removed. India will have the highest GDP growth rate amongst key economies of the world, coupled with a falling interest rate regime, low inflation, aspirational middle class, we have a perfect recipe for markets to take off. Sectors I am most bullish on are Capital Goods, Private Banks, Defence and Power Sectors. Low commodity prices, good governance coupled with Managements with high Integrity in the sectors mentioned above will lead to winners in one's portfolio.
2016 is the year of hope, year where big money is to be made. A rare combination of events has lead India to be in the sweet spot it is in.
Copy paste the link if doesnt open to the Round Table views.
I would also take this opportunity to thank my mentors Taran Marwah and Subhankar Ghose for their guidance.
It is the time for new beginnings, to leave the old behind and have fun.
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