When the global trade setup is getting more volatile, the Indian equity index Nifty effluxes 2% in the week to mount 18,000 remaining transients for the bulls. The market indices outperformed with the auto and energy stocks. As we can see when all types of stocks are at highs, it informs that “It’s not the style, it’s the entire market working.” Ranging from Quality, Momentum, and Oscillations, Turnaround with New Age disruptors and Valuations work together on the same platform.
Experiencing the market, it can be said that the weapons that make us a good investor are SIP and automated asset allocation. There is a cold war between investors and Customers. Some companies are great only for shareholders and are not so great for their customers. “What investors love, customers hate.”
The tug of war between Value & Growth showcases that every Navaratna company overpowers FMCG blue-chip hollow on returns. The higher the discounts to intrinsic value, the more the returns will be significantly. That is when value investing gets its best chance to become eminent growth stocks.”
With an Expert’s view being little upside, it will be tough to build on priced to perfection valuations. Margins could further come under pressure, salary inflation is high, physical presence is a must, commuting etc.
An investment philosophy says that flexibility pays and be ready to change it ever when often the market shows twists and turns. No matter what you do, there’s a good chance to link to the market’s original philosophy, elsewise one knows well when to break the rules.