Prajna Capital - An Investment Guide

The second quarter has come to an end and there is an expectation in the air. The anxiety is more pronounced this time as the markets have not shown signs of recovery for the second quarter in a row. Needless to say, this has been one of the challenging periods for the stock markets across the globe and in the case of India, the challenge has been compounded due to the high rate of inflation, election year and concerns of fiscal deficit. As a result, the local stock market has failed to cheer up even on days when global markets have shown signs of recovery. If industry sources are to be believed, there is lack of patience for a long-term investment strategy despite the fact that many stocks in mid-cap and large-cap are available at two-year-old levels. Much of the problem is also due to the unexpected weakness, which entered the markets after January highs which has left many staring at a weak portfolio. As a result, broking houses are advising their high net worth clients to boo...

Most investors want to play safe in turbulent times, yet expect reasonable returns on investments. Below is the list of five themes to help you come out unscathed DARE to bare your wisdom in the current market situation? You better shelve the idea if you have the faintest clue of the factors behind the negative sentiment. In fact, over the last six months, weak global market cues, skyrocketing commodity prices, particularly crude oil, high inflation, suspense over signing of the nuclear deal and political uncertainty have all cast a pall of gloom over the markets and made even the best laid-out investment plans go awry. And if you are a first time investor, this can’t be a more inappropriate time. All, however, is not lost yet. Out five investment themes which may help you to beat the market blues over the next six months. DEFENSIVE POSITIONING No investor likes a range-bound, highly volatile market, marked by spikes and falls at regular intervals. And if you believe industry analysts,...