A growing number of wealth managers and investment advisers in India are recommending investors to be ready to put more money in the Equities. India is in the midst of national elections and they feel that the elections would mark the bottom in the markets around 7000 for the BSE index. Global issues like Swine Flu scare and the Obama administrations stress test for banks may cause some short term volatility which should offer great buying opportunities for the investors looking to re-enter Equities.
Nonetheless, their aggressive portfolios still suggest 65-75% Equities with some cash as a cushion. Global bottom may indeed be in sight but caution is still in the air. Infrastructure appears to be the favorite theme as the wave of global stimulus spending starts to hit the ground.
This may also be a cue for western investors with a part of portfolio allocated to Emerging markets to start considering an increase in their asset allocation to emerging markets or India based investments.
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