Sunday, August 28, 2011

Going slow- India growth story

The rbi intervention in the monetary policy has been starting to see an impact on the India growth story.
With the primeminister talking about 8% growth for India in the next financial year, we can be assured that the the growth is going to be significantly below that. After all, the pm and Fm have to posture and show a strong front to the external markets.

However, we will as we go ahead, see that the credit growth is going to be quite below the rbi min growth of 18% to around 15% mark.

This is going to impact us quite significantly.
So how do we look at changing our strategy of investing.
1 look at company deposits vs equity markets.
2. Look for dividend yield opportunities. There are a certain good sips which we can use. I am going to do a little homework today to find out such opportunities and share soon.
3. Gold is a good hedgeagainst inflation.

Simple...?

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