We expect 2014 to be much better than 2013 for equity investors. Although we expect 2014 to be a year of two halves, where the first half will be marked with a lot of volatility on back of noise from political circles and H2CY14 to be driven by the outcome of political events played out in the first half.
Thus, the entire year would be strictly knitted to each other. If the politics plays out as expected and there is significant change in execution style then markets will be in for go ..
Globally too, we expect more assets to be directed towards riskier class as uncertainty regarding FED tapering has faded and the feeling that overall US economy is doing well shall support equity as choice of investment vehicle.
Hence both domestic & international clues point towards good investment year for all investors including retail.
Hence both domestic & international clues point towards good investment year for all investors including retail.
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