Ameesha Vohra, Chairperson and Managing Director, Prabhudas Lilladher Group, recently shared her views for the market and investors. He said that the recent war has had a direct impact on oil prices.
Ameesha Vohra, Chairperson and Managing Director, Prabhudas Lilladher Group, recently shared her views for the market and investors. He said that the recent war has had a direct impact on oil prices. There is a possibility of inflation increasing due to expensive oil and weak rupee. Due to this, interest rates may increase slightly instead of decreasing, and this is why the market is a little nervous. Ameesha said that at such a time there are good opportunities for investment in the defense sector. There is long-term visibility in this sector to make India self-reliant and increase defense orders. Along with this, there will be a continuous increase in demand in the data center sector due to the increasing use of digital and AI.
He says that the demand for wires, cables, air conditioning and other equipment related to data centers will also be good. Power is required to run this sector, hence there are investment opportunities in power, transformer, switch gears and power generator sectors also.
What to keep in investor portfolio
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He said that good results can also be seen in metals and pharma sectors. Investors should keep equity 60-65 percent, gold and silver 12-15 percent, fixed income 20-25 percent in the portfolio. In fixed income, focus should be on short‑term options such as REITs and InvITs. Real estate is not yet included in the main investment.
What was said about gold and silver
Regarding gold and silver, he said that gold should be kept in the portfolio due to global geopolitical circumstances, it will be safe in the long term. Silver is used industrially and may show some volatility, so one should understand this while investing.
For young investors, Ameesha advised that they should not invest too much capital for short-term gains. Margin trading funding (MTF) can be used from your savings. This will provide investors with the facility of stop loss and the risk will be less.
(Disclaimer: This article is for informational purposes only and should not be construed as investment advice in any way. ET NOW Swadesh recommends its readers and viewers to consult their financial advisors before taking any money-related decisions.)
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