Know The Now – The case for portfolio optimization with U.S. equities

The Indian Equity markets continues out-performing other markets with a one year return of Nifty 50 at 58%, Midcap 77% and Smallcap index 89%, leading many investors to ask the million dollar question: is it time to book profits? We continue to remain moderately overweight on Equities for all the reasons mentioned in the September edition of Know the Now: Finally Earnings. At the core of the recommendations to our clients is Asset Allocation, don’t let either greed or fear make you lose sight of it and if you allow this core investment tenet to guide you through any kind of waters, calm or choppy, you will have a safe landing.