Diwali is right here once more, and this yr, the temper amongst buyers is considerably combined. These holding gold and silver are completely satisfied however nonetheless really feel they may have purchased extra, whereas fairness buyers are annoyed because the market hasn’t proven a lot development over the previous yr.
Amid this, Motilal Oswal and Raamdeo Agrawal, founders of Motilal Oswal Monetary Companies (MOFSL), shared their insights on the financial system, markets, and funding alternatives for buyers with Zee Enterprise Managing Editor Anil Singhvi.
Market Traits and Financial Outlook
Motilal Oswal highlighted that regardless of a gradual fairness market, enterprise exercise stays robust.
“We’re seeing new prospects, the IPO market is booming, and flows into SIPs and asset administration companies are very wholesome. Personal fairness and residential finance companies are additionally performing effectively. Diversification helps even when one phase underperforms,” he mentioned.
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Raamdeo Agrawal echoed this view, noting that “the underlying power of Indian companies is strong, even when the general financial system has slowed down. Banks have diminished credit score move, which has brought on some slowdown, however we anticipate enhancements within the coming months.”
Each founders imagine that the latter a part of FY2025-26 and the subsequent monetary yr may see a stronger market and financial system.
Mutual Funds and Retail Funding Confidence
Retail buyers proceed to indicate confidence. Motilal Oswal defined, “SIP inflows stay robust, and buyers are energetic each by mutual funds and direct fairness. Participation in IPOs is nice. For long-term and good buyers, the yr hasn’t been as unhealthy because it appears.”
Raamdeo Agrawal added, “Retail and native buyers are dedicated to the long run. Markets fluctuate, however in the long term, disciplined buyers will see positive aspects.”
Each emphasised persistence and a long-term method, reassuring buyers that returns will include time.
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Gold and Silver: Conventional Funding Decisions
On conventional investments like gold and silver, Motilal Oswal mentioned, “Demand for gold and silver stays excessive. Costs have risen considerably over the previous few years. Nevertheless, these belongings are pushed primarily by demand and provide, so buyers ought to restrict publicity.”
Raamdeo Agrawal added, “Whereas rising gold and silver costs create short-term happiness, their basic worth is decided by market tendencies. Core investments ought to stay in monetary devices.”
Each agreed that whereas conventional belongings are vital for a diversified portfolio, tradeable monetary belongings provide higher long-term returns.
Inventive Destruction Creates Wealth
Each founders emphasised the significance of digital transformation in creating new funding alternatives. Motilal Oswal mentioned, “Digital corporations and know-how are altering the best way enterprise is carried out in India. This opens up new avenues for buyers.”
Raamdeo Agrawal referred to as it “artistic destruction,” explaining that “as outdated methods are changed by new ones, it creates wealth and employment. In case you make investments on the proper aspect, wealth will develop; on the mistaken aspect, losses can happen.”
They pressured that buyers ought to perceive the impression of digital transformation and regulate their portfolios accordingly.
Diwali Funding Recommendation
Motilal Oswal suggested buyers, “Throughout this Diwali, overview your investments, stay affected person, and keep invested for the long run. Returns will come on the proper time.”
Raamdeo Agrawal added, “It is a good time to spend money on equities. Don’t be disheartened by final yr’s gradual returns. Over the subsequent 2-3 years, your investments will develop. Persistence and self-discipline are important.”
Each founders inspired monetary training, portfolio diversification, and figuring out new development alternatives.
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