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"A financial matrix includes right valuation at the right time" - Dipak Acharya Fund Manager-Equity, Baroda Pioneer Mutual Fund

| 4/18/2013 9:00 PM Thursday

The key triggers for the markets in the near future could be an easing current account deficit (CAD), and moderation in inflation, says Dipak Acharya, Fund Manager Equity, Baroda Pioneer Mutual Fund, as he narrates his experience in the mutual funds industry, in a conversation with Saikat Mitra

Dipak Acharya
Fund Manager Equity
Baroda Pioneer Mutual Fund

  • Retail Investors should understand that investments should be for a longer period of time. One cannot time the market, but one’s time frame and goal should be clear. Equity Funds give returns, but over a period of time. It is always advisable to invest some savings in equity. Mutual funds are great transparent vehicles.
  • Selection of the right sector drives portfolio performance and 50 per cent of the job is done there. Understanding the sector cycle and sector matrix at grass root levels, and analysing the structural and regulatory impact are a must.
  • Crucial signals which could determine the entry and exit of stocks are based on understanding of the business and the financial matrix. Any divergence could lead to exit from the stock. A financial matrix includes right valuation at the right time.
  • In Q4FY13 and FY13, secular sectors like Consumer, Technology and Healthcare are expected to perform much better than cyclical plays like Metals, Capital Goods, Auto, and Cement. However, corporate profitability is likely to bottom out. In FY14, margins should improve due to lower input costs and lower interest rates. As per consensus, while FY13 PAT growth rate is a mere 5 per cent, it will recover to a double digit in FY14.

 

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