Highlights

  • Earnings growth key in sustaining the ongoing bullish market trend: Feroze Azeez
  • Caution urged amid varied valuations within different market segments.

Latest news

My remarks may have not pleased PM Modi: Sadhvi Pragya Thakur on being denied BJP ticket

My remarks may have not pleased PM Modi: Sadhvi Pragya Thakur on being denied BJP ticket

With 'Viksit Bharat 2047' on agenda, PM Modi meets Council of Ministers: reports

With 'Viksit Bharat 2047' on agenda, PM Modi meets Council of Ministers: reports

BJP's Jai Ram Thakur predicts fall of Congress govt in Himachal soon 

BJP's Jai Ram Thakur predicts fall of Congress govt in Himachal soon 

Vaughan wants England cricket team to adopt Man City manager Pep Guardiola's approach

Vaughan wants England cricket team to adopt Man City manager Pep Guardiola's approach

Newly 'elected' Prime Minister Shehbaz Sharif rakes up Kashmir in maiden speech

Newly 'elected' Prime Minister Shehbaz Sharif rakes up Kashmir in maiden speech

Calcutta High Court Judge Abhijit Gangopadhyay to resign, hints at joining politics

Calcutta High Court Judge Abhijit Gangopadhyay to resign, hints at joining politics

India nearly eliminates extreme poverty, says report

India nearly eliminates extreme poverty, says report

'Delhi Chalo' protest: Farmers to resume march on March 6, declare railway blockade on March 10

'Delhi Chalo' protest: Farmers to resume march on March 6, declare railway blockade on March 10

Invest Smart: How to manage investments in a bull market

In this episode of Invest Smart, Feroze Azeez, Dy CEO of Anand Rathi Wealth, and Editorji's Avni Raja discuss how investors should navigate the current bullish trend in the stock market.

Invest Smart: How to manage investments in a bull market

In this episode of Invest Smart, financial expert Feroze Azeez engaged in a comprehensive discussion shedding light on navigating investments within the ongoing bull market.

He drew attention to the evolution of bull markets, emphasizing the transition from the high compound returns of the past to the current, more moderate gains hovering around 13-14%.

Crucially, Azeez highlighted the pivotal role of earnings growth in sustaining the market's upward trajectory. However, the discussion underscored the necessity of cautiousness due to observed levels of overvaluation in various market segments.

Large-cap stocks

Delving deeper into market complexities, the dialogue spotlighted nuances within large-cap stocks. While overall Nifty PE ratios remained at a reasonable 21-22, concerns were raised regarding overvaluation in specific counters. Azeez stressed the importance of a nuanced approach, considering the wide valuation fluctuations evident within market indices.

Profit booking

On profit booking, Azeez offered tailored advice based on individual equity allocations. Investors with over 80% equity exposure were advised to consider profit booking, while those with a below 50% equity allocation were encouraged to maintain a balanced stance.

Fear of Missing Out on Rally

Azeez dispelled the Fear of Missing Out (FOMO) by presenting historical market data, illustrating the market's circular trajectory over the last two years. He emphasized the importance of a realistic, long-term investment outlook, anticipating both returns and corrections in the range of 14-15% annually.

For prospective investors, He recommended building a diversified portfolio foundation comprising flexi-cap, mid-cap, and small-cap funds. He also outlined contemporary funds poised to potentially outperform the Nifty by 3-4%.

Sectoral Investments

Addressing sectoral investments, Azeez cautioned about the limitations of mutual funds in swiftly capitalizing on sectoral shifts. However, he identified Pharma as a potentially lucrative long-term sector due to an impending industry transformation.

Concluding his advices, Azeez encouraged viewers to engage and seek tailored investment guidance.

Also Watch: Invest Smart: Navigating market turmoil; strategies for investors amidst volatility


Up Next

Invest Smart: How to manage investments in a bull market

Invest Smart: How to manage investments in a bull market

Info Edge apps restored on Google Play amidst government assurance

Info Edge apps restored on Google Play amidst government assurance

Anant Ambani-Radhika Merchant pre-wedding celebration cost revealed

Anant Ambani-Radhika Merchant pre-wedding celebration cost revealed

Sensex, Nifty hit another record high during special trading session

Sensex, Nifty hit another record high during special trading session

Google removes Naukri and 99acres apps from play store over billing policy violations

Google removes Naukri and 99acres apps from play store over billing policy violations

Paytm Payments Bank hit with Rs 5.49 cr fine for money laundering violations

Paytm Payments Bank hit with Rs 5.49 cr fine for money laundering violations

More videos

Invest Smart 2024: Financial products every woman should invest in

Invest Smart 2024: Financial products every woman should invest in

Elon Musk sues OpenAI and CEO Sam Altman for contract breach

Elon Musk sues OpenAI and CEO Sam Altman for contract breach

February GST collection at Rs 1.68 lakh crore, up 12.5%

February GST collection at Rs 1.68 lakh crore, up 12.5%

97.62% of Rs 2,000 currency notes returned; says RBI

97.62% of Rs 2,000 currency notes returned; says RBI

Rihanna's whopping paycheck for Ambani pre-wedding event revealed

Rihanna's whopping paycheck for Ambani pre-wedding event revealed

Stock exchanges BSE and NSE to conduct special live trading session on Saturday; here's why

Stock exchanges BSE and NSE to conduct special live trading session on Saturday; here's why

From tax-saving deadline to FASTag KYC: Here are 5 critical dates you can't miss in March 2024

From tax-saving deadline to FASTag KYC: Here are 5 critical dates you can't miss in March 2024

GDP for Q3 FY24 forecast to be 6.8%: SBI Ecowrap

GDP for Q3 FY24 forecast to be 6.8%: SBI Ecowrap

Markets spike, hit new record highs after better than expected GDP numbers

Markets spike, hit new record highs after better than expected GDP numbers

Gold, Silver Price Today March 01, 2024: Check Latest Rates in Mumbai, Delhi, Chennai, Bengaluru

Gold, Silver Price Today March 01, 2024: Check Latest Rates in Mumbai, Delhi, Chennai, Bengaluru

Editorji Technologies Pvt. Ltd. © 2022 All Rights Reserved.