SINHASI INTELLIGENT INVESTING FORUM 6 (PART 4)
So the market has reached a high and is correcting? What do the market experts recommend. Are you going to try and time the market? Some tips and advise from market experts are given on do’s and dont’s for our investors
Some of the leading indicators showing the economy track are direct and indirect taxes collected by the government. Remember when the government was struggling with GST collections and refunds were getting delayed? That was a leading indicator for example that the economy was not on the right track, and we were going to see a drop in GDP (lagging indicator) by the year end FY 20. This article details of some of the things I am glad to see… some enthusing macro signals of the waning impact of the pandemic on the Indian economy for a better end to FY 21.
IN CONVERSATION WITH MR. CHARANDEEP SINGH & MR. VARUN DAGA, GIRIK CAPITAL
Investing in concentrated portfolios like the Girik PMS is very different from investing in equity mutual funds. And it is very important to understand this difference, to see if you need to book profits or not at current market levels. Though PMS schemes and Equity mutual funds fish from the same pond, their approach and strategies for making sustainable alpha returns is totally different and this is very important to understand. We spoke to Charandeep Singh and Varun from Girik to see what their tips are on the market touching 52K, with the Covid 3rd wave around the corner.
