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economictimes.indiatimes.com / 1 year ago
economictimes.indiatimes.com / 1 year ago
economictimes.indiatimes.com / 1 year ago
economictimes.indiatimes.com / 1 year ago
ETMarkets Smart Talk: First major market correction since COVID — How should retail investors navigate it, Achin Goel decodes
“Post-pandemic investors faced their first correction. The current market presents selective opportunities, with a shift towards bottom-up stock picking rather than broad, top-down strategies,” says Achin Goel, PMS Fund Manager at Bonanza Group.
In an interview with ETMarkets, Goel said: “The critical factor for a sustained recovery hinges on the resurgence of earnings growth, which is expected to materialize within the next 1-2 quarters,” Edited excerpts:
The month of February started on a volatile note with Budget 2025; since then, we have been on a losing streak. The index fell nearly 6% in February – the worst monthly decline since Covid 2020 rout. What is your take on markets?
Post-pandemic investors faced their first correction. The current market presents selective opportunities, with a shift towards bottom-up stock picking rather than broad, top-down strategies.
While Nifty's valuation is becoming somewhat more appealing, it remains below its historical average. A potential market correction is possible, manifesting as either price or time-based adjustments.
The critical factor for a sustained recovery hinges on the resurgence of earnings growth, which is expected to materialize within the next 1-2 quarters.
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Until then, the market is likely to experience continued downward pressure and a period of consolidation before establishing a firm foundation for its next upward movement.
Also, we would like to suggest investors avoid leverage, as it fuels panic. Regular, disciplined investment across
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