Fund managers and analysts are advising investors to use cash in a staggered manner, as the stock market weighs in on the US Fed’s fiery monetary policy. they are selectively bullish Bank And this shares In big hat space. Within debt, mutual fund schemes that bet on bonds with medium to long duration may do well Investment options in the next few months

Hemang Jani

key equity strategy,

FPI selling may continue as long as there is no fear of recession. Given this uncertain macro environment and the full impact of raw material inflation to be felt in 1HFY23, earnings distribution becomes critical for the markets. We advise traders to exercise caution and not take any positions overnight in view of the increased volatility. Investors, if sitting on cash, can gradually start accumulating quality stocks on a very selective basis in a staggered manner.

Sanjeev Prasad
Co-Head, Kotak Institutional Equities

For new investors with a low risk appetite, it may be better to stay out of equities as bond yields are quite high and they tend to lock in, given the extreme volatility and low comfort in near-term macroeconomic variables or the prospect of investing in fixed income. can wish. in high yields. For new investors with somewhat longer investment horizons and greater risk appetite, they may consider slowly investing in equities.

Rajeev Thakri

Chief Investment Officer, PPFAS Asset Management

There are some pockets that are very attractive. Banks, especially those with low-cost deposits, are attractive. IT services are generally attractive. Utilities and some commodity companies are attractive. There are some places where valuations still seem too expensive, especially in some newly listed stocks, and FMCG and consumption related stocks. There are some very lucrative opportunities in the big tech sector, especially in the US. The cost of most future rate hikes is already in the current yields in the debt market. The medium term position (2026 to 2029 maturity) looks attractive for investment.

Sanjeev Bhasin

the director,

While most bad news is priced to some degree, volatility is very high.

High commodity prices which are driving inflation. The solution to the Russia-Ukraine crisis can be one of positive. Investors should choose good stocks and invest systematically in them. I would suggest opposite themes – IT, Metals and Midcaps

Nilesh Surana
Chief Investment Officer, Mirae Property Investment Manager

The market valuation is now fair, given that the growth will face global adversities. Furthermore, in our opinion most of the decline is bullish as it is technically driven by unprecedented FII sales which may not continue forever. We believe that investors should increase investment in equities for the long term within a disciplined asset allocation.

S Naren
CIO,

mutual fund

While India remains one of the most structural markets in the world, the near-term outlook looks uncertain and volatile with US rate tightening. With the US Fed expected to continue raising rates through September, we think concerns over inflation and interest rates may ease by then. Investors should focus on asset allocation and we prefer small and mid-caps to large-caps at the moment. In debt, we are recommending SIP or STP in floating rate plans and gilt or long term debt funds.