Udayan Mukherjee pointed out that it is important to focus on how soon the businesses will be back on track
The rally that we are seeing could be on the hopes of economic recovery along with a big wall of liquidity support.
Let's take a deep dive with CNBC-TV18's consulting editor Udayan Mukherjee to understand.
In episode 12 of In Focus with Udayan Mukherjee, the CNBC-TV18 Consulting Editor reveals what the Finance Ministry could do for investors given the geopolitical tensions and the slowdown in the economy.
CNBC-TV18 Consulting Editor Udayan Mukherjee digs deeper into whether or not the market will be able climb higher from current levels in the face of a struggling economy.
Speaking about earnings for Q2FY20, Mukherjee said that despite the current economic conditions, good companies are still delivering some growth.
Diversification spreads risk. This follows from plain arithmetic. If there are only 3 stocks in one's portfolio and one of them tanks, the overall portfolio takes a massive hit.
While the Friday announcements are a disservice to the market, CNBC-TV18 Consulting Editor Udayan Mukherjee is of the view that instead of a rally, the government’s announcements would have diminishing marginal utility.
Organisation for Economic Cooperation and Development predicted global growth of 3.5% in 2019 as compared to 3.7% estimated earlier
Inflows through the SIP route have been falling. Should you be worried?
He also touches upon what investing strategies should traders as well as long-term investors follow?
"Pre-election rallies are not clever rallies; they are gut rallies," he said.
Udayan Mukherjee, Consulting Editor at CNBC TV18, explains how contrarian investing can give good returns.
Udayan Mukherjee, Consulting Editor of CNBC TV18, discusses the importance of asset allocation to get best returns.
He also added that depending on the outcome, one will see the market recalibrating its response post the event but it will not wait.
The market is facing significant resistance around 11,000 on the Nifty, and is likely to consolidate in a 500-point range between 10,500 and 11,000, says Udayan Mukherjee.
Investors should focus on P/E multiple along with growth of a business
In medium term, there could be far bigger headwinds for the market, said Udayan Mukherjee, Consulting Editor, CNBC-TV18
Promoters' decisions on capital allocation, and their ethical framework go a long way in determining how much money investors make
According to Udayan, the recent pullback is more of a relief rally, driven by the steep fall in crude prices, strengthening of the rupee and decline in bond yields.
An investor can be a little reckless in a rising market, but when the tide turns, the primary focus should remain on sailing through to prepare for the next bull run.
Mukherjee noted that credit issues still linger in the system and we need to be very vigilant over the next 4-6 month to ensure that some of these issues do not blow up once again.
Through his characters, Mukherjee wonderfully explores several uncomfortable questions that we rarely ask about our parents and their marriage, but which affect us deeply as children.
Mukherjee said the the market's bigger worry right now is macro and that is evident from the way in which it has been ignoring strong quarterly performances from index heavyweights like TCS and Hindustan Unilever.
According to CNBC-TV18 Consulting Editor Udayan Mukherjee, we might see pullback rallies but it would be unwise to say that markets have bottomed out.