EASE INVESTMENTS SOLUTION - OUR VIEWS
Keep a journal
A journal is a gathering place for all of our observations and discoveries about life. It’s our own handwritten transcript that captures our experiences, ideas, desires and conclusions about the people and the events that have touched our lives. The past, when properly documented, is one of the best guides for making good decisions.
The very act of writing about our lives helps us think more objectively about our actions. Writing tends to slow down the flow of information and gives us time to analyze and ponder the experience. The intense scrutiny of journal writing can enable us to make refinements in our philosophy that are truly life-changing.
Write down what you learn and be a buyer of empty books. It’s the small disciplines that lead to great accomplishments.
SECTOR LOOKING GOOD FOR INVESTMENT
1. BANKS, as earnings are at peak, capex in various sectors has started already and will continue. Scenario from lowest NPA cycle to highest NPA shall resume. Till date solid banks should outperform index
2. TECH, with more rising cost more advanced digital system needed for higher growth. How tech theme can be laggard. Only froth is cleaned. With free cash flow this sector will always outperform the indices. How you pick depends upon your warrior ability, going for safe large cap or hunt down for mid cap growing company.
3. Consumer discretionary, herein comes FMCG, white goods, wires, Auto etc. Companies having lowest debt will outperform better
Our Take: Try to pick highest corrected stock in terms price multiples. As valuations are only getting corrected, no sign of growth correction is there
#Disclaimer : views shared with absolute personal bias over long term experience. Do your own due diligence too. Equity market is only best place to create wealth beating inflation