Invesment strategies for 2014 and beyond

An year end is a reflection time. And for investments too. New resolutions , tactics and strategies for investments in 2014 require some preparation.

Personal profiling and understanding goes a long way in managing the portfolio.

This section deals with the larger trends of 2013 and how to benefit from the emerging sceanario once you have successfully profiled yourself.

Experts say that events shape up future course of action for the market. so let us look at the events that may have a bearing on the market for good or bad

1. General Elections 2014.  After the verdict in Delhi , some are of the opinion that polls are already discounted by the market.
2. US Tapering. Though the first news sent shivers across capital markets, the latest news has reverted the trend.
3. Recovery in euro-zone. It could give positive signal for the capital markets.

The best performing sectors has been Pharma, IT and the International Funds especially the ones focussed on US stocks

Gold will continue to have its position in the portfolio of most of the indian families. As part of your diversification strategy, one should have some gold in portfolio. It may not give you handsome returns, but it may reduce the wash out.

As the RBI starts rate reduction, the MIPs will do better. Till such time it will be FMPs that would be thae investor's darling.

Major events in the MF industry  during 2013 are
1. Launching if Infrastructure Debt Mutual Fund scheme
2.  Acquisition of Morgan Stanley MF by HDFC MF
3. Weakening of base for Index MF schemes


Nothing drastic is expected in 2014 and QE by US would be beneficial for the equity markets. The Oil & Gas sector will see better days with gas pricing policy in place. the dream themes for 2014 may be pharma, IT and banking sector.

happy investing