2023 was a wonderful year for investors, with large, mid and small caps delivering double-digit returns. The question now is whether 2024 will follow suit. To be sure, only time can tell what happens in 2024, yet we looked at some data points to make a guesstimate.
We started with looking at where the economy is headed in 2024. For that, we checked the GDP growth, GST collection and crude-oil prices. Next, we assessed if there would be an interest-rate cut in 2024 and what funds stand to gain from it.
The third trend we checked was the Nifty 50’s valuation. Has the market turned overvalued in historical terms? After that, we tried to identify stocks, funds and sectors that can do well in 2024. The PSU sector did exceptionally well in 2023, so we checked if it still holds potential.
The fifth trend we wanted to ascertain was related to mid/small-cap stocks. After bumper returns, have they got steam left? We try to answer this question in the video.
Last but not least, what should you do if you want to protect your portfolio should the market take an unexpected turn? We have discussed the solution in the last point.
Link to our tax-saving FY24 video:
Link to the video on lessons from 2023:
Chapters
00:00
01:26 Trend No. 1
03:25 Trend No. 2
04:53 Trend No. 3
06:10 Trend No. 4
08:33 Trend No. 5
09:40 Trend No. 6
#ETMoney
👉 To invest in Direct Plans of top Mutual Funds for free, download the ET Money app:
👉 Subscribe to ET Money Hindi
👉 Learn about Investments, Tax-Saving and Future Planning
👉 Follow us on:
► Facebook:
► Twitter:
► Instagram:
► LinkedIn: …(read more)
LEARN ABOUT: Investing During Inflation
REVEALED: Best Investment During Inflation
HOW TO INVEST IN GOLD: Gold IRA Investing
HOW TO INVEST IN SILVER: Silver IRA Investing
The investment landscape is constantly evolving, and staying ahead of the curve is crucial for success. As we head into 2024, there are several key investment trends that are shaping the state of the Indian markets. These trends are not only influencing the way investors allocate their capital, but also how businesses operate and grow. Let’s take a look at six investment trends that are expected to dominate the Indian markets in 2024.
1. ESG Investing: Environmental, Social, and Governance (ESG) considerations are gaining momentum in the investment world. In 2024, investors are expected to place a greater emphasis on companies that demonstrate strong ESG practices. This trend is driven by a growing awareness of sustainability and ethical business practices, and investors are increasingly looking for opportunities to align their investments with their values.
2. Technology and Innovation: The rapid advancement of technology is continuing to disrupt traditional industries and create new investment opportunities. In 2024, we can expect to see increased investment in innovative technologies such as artificial intelligence, blockchain, and clean energy solutions. Companies that are at the forefront of technological innovation are likely to be favored by investors seeking to capitalize on the digital transformation of businesses.
3. Healthcare and Biotechnology: The COVID-19 pandemic has highlighted the importance of the healthcare and biotechnology sectors, and investors are taking note. In 2024, there is expected to be a heightened focus on healthcare and biotech companies, as the demand for innovative treatments and medical advancements continues to grow. This trend is also driven by an aging population and increasing healthcare needs, making these sectors attractive for investment.
4. Infrastructure Development: With the Indian government’s focus on infrastructure development and urbanization, there is significant potential for investment in infrastructure projects. In 2024, we can expect increased investment in areas such as transportation, energy, and smart cities as the country seeks to modernize its infrastructure and improve connectivity.
5. Emerging Markets and Diversification: With global economic shifts and changing geopolitical dynamics, investors are increasingly looking towards emerging markets for investment opportunities. In 2024, India is expected to continue to attract attention from international investors, as the country’s growing economy and consumer market offer potential for strong returns. Diversification into emerging markets can also provide a hedge against volatility in developed markets.
6. Sustainable Finance: The rise of sustainable finance is reshaping the way that capital is allocated and invested. In 2024, we can expect to see a greater emphasis on sustainable finance solutions, such as green bonds and impact investing. Investors are increasingly looking for opportunities that not only offer financial returns, but also have a positive impact on the environment and society.
In conclusion, the Indian markets in 2024 are set to be influenced by these investment trends. Whether it is ESG considerations, technological innovation, healthcare, infrastructure, emerging markets, or sustainable finance, investors will need to stay abreast of these trends to make informed investment decisions. As the investment landscape continues to evolve, those who are able to identify and capitalize on these trends will be well positioned for success in the dynamic Indian markets.
75% of full year-return are positive (6:00) , how much positive +0.01% ???? please specify , like average positive return is +100% in last 10 years. Is it more than FD rate? (above risk free return) ….. I hope you get what I want to say, do not show dream/fairy tale, show reality, we are not here for fairy tale.
You are very lied. I have already informed to ET Money team are not accepted but they are talked make excuses that I can't agreed ET Money NPS and my pay rs 120000 transfer to my account must… But they do ignored to me very worry and problem…
Please guys don't join ET Money but you all will take care of future…
The entire analysis is based on historic data. How relevant would it be in 2024? Every stock is beating its own 10 year high because the market dynamics is changing. Tata motors ks one classic example. It still has so much potential but if u look at its hostoric data, it mighr say it as over valued.
Please provide Experts videos in Hindi…
How to invest more than 1lac in Mutual fund, as limit is 1 lac?
Very good insight, especially on the median valuations front.
My account has been permanently deleted as I’ve asked for it. I’m unable to retrieve data in app. Can someone help me from your team.
i am using ET money app for investment and was over all amazed with the app. But later to my horror i realised there is no option in the app to find my tax liability for investments through ET app. Pl address it earliest