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The fiscal being stretched is this year’s phenomenon, says Sunil Subramaniam.

"If you look at the data for last 20 years or any long time period, GDP and earnings growth and the market performance have been extremely correlated and very similar to each other."

If an investor is conservative but is trying to optimise his return, I will go with conservative growth funds. More risk-on investors, on the other hand, should go for aggressive growth funds. But remember not to over optimise or over-engineer it. Do not try to earn that 10% extra, 2% more because that will be putting your capital to risk.

ESG is going to be very critical for sustainable growth of the economy, says Navneet Munot.

FDI in manufacturing to drive Indian economic growth next decade: Sunil Subramaniam

Staying domestically focussed is going to be the way for wealth creation in Indian stock market.

India-1, the most affluent consumers, account for 60-70% of all consumer lending and the consumer discretionary demand.

I do not think things are as bad as one thinks, but things are not that great either.

First-time investor coming into the market they are extremely reluctant to take on losses. So, the moment they are able to break-even, they get out. That is a psychological thing. It looks like an extraordinary thing to have happened but it is normal behaviour. After a prolonged struggle, once the investors break even, they pull out and that happened here.

The midcap index has started to relatively outperform a bit but it is still early days.

S Krishna Kumar on why 2020 is going to better than 2019

Long-term, we are short of houses and infra & as glitches clear, the demand side would perk up.

While in the near term, consumption is unlikely to rebound, with the good monsoons, consumption is expected to revive farm production for at least the next couple of seasons. This is likely to drive consumption demand over the next 12 to 18 months.

We are cautious on the consumer space, where we think valuations are stretched specifically with the consumer staples pack. Between the consumer staples and consumer discretionary pack, there is still some upside left on the consumer discretionary side. But we are fairly cautious on the staples pack. On the consumption basket, we continue to be cautious on the auto sector.

By picking and choosing, you can do better than the broad market now.

DSP Midcap Fund and DSP Small Cap Fund have outperformed their benchmarks and categories in the long term. Other equity schemes, including DSP Equity Opportunities, DSP Equity and DSP Tax Saver are also among the toppers in their respective categories.

We are advising clients to up one level of risk in their portfolios: Pankaj Tibrewal, Kotak MF

Bottom-up stock picking will work in this market for the next 12 to 18 months.

We are advising our clients to invest more in banks and go bottom up in picking stocks.

Investors should understand that rating upgrades and downgrades are an integral part of credit investments. Also, the NBFC crisis is an isolated event and does not pose any systemic risk to the financial services landscape, says Nimesh Shah.

Government is quite serious about building the economy back to the next level of growth.

'We have stayed away from frothy valuations. This has helped in withstanding the severe selloff seen in 2018 in the broader markets.'

Largecap stocks won’t be spared in next bout of volatility: Harsha Upadhyaya, Kotak AMC

In next few months, mid and smallcaps are likely to start performing much better than the largecaps

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