We advise clients to stay invested based on strategic asset allocation rather than making decisions based on election outcomes: Rohit Sarin of Client Associates
==========
Rohit Sarin of Client Associates advises clients to stay invested based on strategic asset allocation rather than making decisions based on election outcomes. He recommends allocating around 50% to large-cap stocks and the remainder in multi-caps. The impact of election results on stock markets can be significant in the short term, with sentiments driving stock markets. In the long term, continuity in economic policies can lead to a pick-up in private investment. Sarin advises clients to stay invested based on their strategic asset allocation. Currently, large-caps are more attractive in valuation than mid- and small-caps. Sarin advises clients to be significantly underweight in mid- and small-caps. He favors the growth investing style over value and advises clients to consider growth-oriented investments. In the US markets, there are signs of a slowdown, and the Fed might start reducing interest rates towards the end of the year. The RBI is likely to maintain the current interest rates in India.
#Investment #AssetAllocation #ElectionOutcomes #StockMarkets #StrategicPlanning
https://www.businesstoday.in/personal-finance/investment/story/we-advise-clients-to-stay-invested-based-on-strategic-asset-allocation-rather-than-making-decisions-based-on-election-outcomes-rohit-sarin-of-client-associates-432119-2024-06-04
Business Today /
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2024-06-04 13:30:17
Author Public Key
npub10krv5xyz57fwv0upm7fgx90w8m2xulqkzzxml2d9d433rwrlmwpsyffpj8Published at
2024-06-04 13:30:17Event JSON
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"content": "We advise clients to stay invested based on strategic asset allocation rather than making decisions based on election outcomes: Rohit Sarin of Client Associates\n==========\n\nRohit Sarin of Client Associates advises clients to stay invested based on strategic asset allocation rather than making decisions based on election outcomes. He recommends allocating around 50% to large-cap stocks and the remainder in multi-caps. The impact of election results on stock markets can be significant in the short term, with sentiments driving stock markets. In the long term, continuity in economic policies can lead to a pick-up in private investment. Sarin advises clients to stay invested based on their strategic asset allocation. Currently, large-caps are more attractive in valuation than mid- and small-caps. Sarin advises clients to be significantly underweight in mid- and small-caps. He favors the growth investing style over value and advises clients to consider growth-oriented investments. In the US markets, there are signs of a slowdown, and the Fed might start reducing interest rates towards the end of the year. The RBI is likely to maintain the current interest rates in India.\n\n#Investment #AssetAllocation #ElectionOutcomes #StockMarkets #StrategicPlanning\n\nhttps://www.businesstoday.in/personal-finance/investment/story/we-advise-clients-to-stay-invested-based-on-strategic-asset-allocation-rather-than-making-decisions-based-on-election-outcomes-rohit-sarin-of-client-associates-432119-2024-06-04",
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