| The sovereign debt crisis in Europe is the biggest worry on the macro landscape currently. The PIGS countries got used to low borrowing costs. They splurged the cheap money on housing in excess of their needs and welfare without backing it with hard work. Unfortunately, there cannot be any quick fix solution to the issue. Bailouts, write offs and interest rate hikes will all have side effects of their own. The problem is structural. Hence, we expect the problem to linger on a bit. How does that affect India? Foreign institution investors will move their money out of the Indian stock markets as soon as panic sets in. We wouldn't be surprised. They have done that many times in the past. But the India story remains intact. If anything, it stands out amidst all the surrounding gloom and doom. As the advanced economies start saving more, they would look at investment destinations to park their money. India will be a leading choice. Our policymakers must grab the opportunity with both hands and direct this finance towards building India's infrastructure. As for Indian investors, there is a lot to look forward to from the Indian economy in the years ahead. And the growth will percolate to corporate India. We strongly advice making use of any externally driven weakness in the stock markets to buy into well-managed companies with excellent underlying economics. Safe Harbor Statement: Some forward looking statements on projections, estimates, expectations & outlook are included to enable a better comprehension of the Company prospects. Actual results may, however, differ materially from those stated on account of factors such as changes in government regulations, tax regimes, economic developments within India and the countries within which the Company conducts its business, exchange rate and interest rate movements, impact of competing products and their pricing, product demand and supply constraints. Nothing in this article is, or should be construed as, investment advice. |
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http://in.groups.yahoo.com/group/investwise/
INVESTMENTS IN INDIA
We are low-risk, long-term investors.
Stocks, mutual funds and the entire investment gamut. Only financing/investment avenues in India will be discussed.
For any assistance, questions or improvement ideas, contact investwise-owner@yahoogroups.co.in
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NEW! ==== Check our LINKS and FILES sections for a world of information. REGULARLY UPDATED.
NEW! ==== Check "Tracklist" in Links and Files sections for Investment Ideas.
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http://in.groups.yahoo.com/group/investwise/
INVESTMENTS IN INDIA
We are low-risk, long-term investors.
Stocks, mutual funds and the entire investment gamut. Only financing/investment avenues in India will be discussed.
For any assistance, questions or improvement ideas, contact investwise-owner@yahoogroups.co.in
****************************************************************
NEW! ==== Check our LINKS and FILES sections for a world of information. REGULARLY UPDATED.
NEW! ==== Check "Tracklist" in Links and Files sections for Investment Ideas.
****************************************************************
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