Anurag Bhullar
Investors are facing difficulty in deciding where to park money, in equities or debt. Both the classes have rallied attractively post the stimulus package, contributing to the 31 percent rise in stock markets.
Further, earnings from investment in bonds are expected to go down owing to the easing of inflation. This in turn, will again make equities a sought after investment option. However, some others are of the view that the recent pumping of money by government will lead to soaring of consumption and consequently, product prices will also follow the same trend. Both the theories are equally strong, which has left the question Which Side Will The Camel Sit? unanswered.
In this scenario, an intelligent decision would be to put money in FMCG, consumer durables and gold, as suggested by Kreg and Bordman Jonathan Paul.
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