“In the short run, a market is a voting machine but in the long run, it is a weighing machine.” – Benjamin Graham Where are markets headed in the post-election scenario?
An election year throws up a series of questions on the outcome, approach, and tactics of political parties as they race to the finish line. Uncertainty looms large around these questions. Investors lose their appetite for risk when they are forced to face an ambiguous future. So, the market tends…
At a time when everybody has overdosed on equity, elections are looking imminent, macros are getting challenging, and benchmarks are outperforming portfolios, it makes sense to take a re-look at asset allocation. Clearly, the most important thing now is to get our asset allocation right. A wrong allocation can affect…