ETMarkets Smart Talk: Plan to allocate Rs 10L in 2080? Festive times augur well for consumption-related stocks: Rajesh Cheruvu

“From a relatively short horizon of 1 year, markets have been resilient despite many vagaries involving two wars, the US banking crisis, and the fluctuations of languages of most central banks shaping data-dependent monetary policy. While tactical decisions can be made for Samvat trading in this short horizon, it would be prudent not to forget the longer investment horizon for which listed equities are ideally suited. Investors should maintain adherence to strategic asset allocations for the listed equity portfolio.”