Areas to focus on in 2012

Today, I have fallen sick - so been trying to relax at home and obviously been seeing a lot of the financial magazines and channels .

Here are a few of the things I took away

1. India fiscal deficit will be around 1% higher than plan - around 5.6%
With the focus on food security bill , these numbers will significantly go up in the new fiscal year. If the petrol prices do not go up , omc will need to be paid next year and hence the fiscal deficit will have a double whammy next year!! Doesn't bore well for the country

2. There was an article by Nirmal jain of iifl which says that equity market can go down further 10-15%! they are also saying that focus on fixed income ( screen shot enclosed )

3. Growth a lot of people - eminent people - are saying that growth should pick up to around 7.5%- 8% next year. Highly improbable in my opinion


It's good to understand changing environments and economy trends


Smart investing!!