Time to ride falling interest rates in equity & debt: Naren

Discussion in 'Must-Read Interviews, Articles & News Items' started by Vidhi Khanna, Apr 2, 2015.

  1. Vidhi Khanna

    Vidhi Khanna Active Member Staff Member

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    The cumulative cut of 50 bps by RBI at the start of the year gave a huge boost to the debt market. Given the perfect setting of most of the macro-economic indicators another 50 bps of rate cuts seem to be likely for the rest of the year.

    S Naren
    ICICI Prudential AMC

    ....

    Good economic indicators aided by softening commodity prices place India in a sweet spot with regard to economic growth. Though Indian equities are not exactly cheap currently, they appear the most attractive emerging market for investors. The outlook for Indian equity is very positive for the next 3 to 5 years with even debt likely to join in with good performance, given the downward trend in interest rates.

    See more at: https://www.moneycontrol.com/master_your_money/stocks_news_consumption.php?cat=stocks&autono=1341358#sthash.kuUWDSEJ.dpuf
     
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