asset allocation: Do you see the next bull market? Go for disciplined asset allocation and risk management first

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“You have to survive first because if you survive, only then can you participate in the next bull market and that can happen with disciplined asset allocation and risk management,” says Pankaj Tibrewalfund manager, stocks, Kotak MF

We’ve heard your views time and time again on making, turning the investment cycle and how you bet on it. How are you preparing for the next bull run?
Inflation would be a big scare as you go along and central bankers are way behind the curve. But as things stand, I think inflation might be behind us ex of growth and the biggest worry for us now is slowing global growth.

Central bankers favor inflation over growth. They are completely resigned to the growth worries, but in the next four to five months we believe that with the exception of crude, inflation will start to come down and probably the growth worries in the second half will take over .

So from now on, for the next five to six months, what we’re saying now is that there’s been significant damage done to global and local equity markets and we need to be selective in the bottom-up selection of equities, ensuring that they navigate volatility cautiously and prepare for the next bull market whenever it arises. You have to survive first because if you survive, only then can you participate in the next bull market and that can happen with disciplined asset allocation and risk management.

(Disclaimer: The recommendations, suggestions, views and opinions given by the experts belong to them. These do not represent the views of Economic Times)

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