Investment Ideas
Synopsis
In the short term many events impact the market, but in the medium- to long-term only two things matter. And they are a company’s earnings and the quality of its management. At this juncture, it is time to shed fear and scepticism, and think bullish. But with one condition: Be cautious and selective in terms of the quality of stock you are buying, especially if you are looking at the mid-cap space. So, what to look for in these companies? Among many things, the biggest is the tailwind in the sector in which they are operating. If that is present (or is about to come back) then just pick the stock.
As investors, all of us know that there is nothing in the market that can be asserted with 100% certainty. However, the way the market has been reacting to even small bits of positive news in the last couple of weeks, suggests that the underlying sentiment is bullish. And the probability is high that it will stay bullish.So, no harm in turning bullish; just don’t forget that we live in a world where a mere statement by US President Trump can
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