Monday, March 19, 2012

Fund Managers outlook on key sectors: Quantum Mutual Fund

Quantum Mutual fund has come out with its latest report which foresees markets key instruments like Equity, Gold, Debt performance amidst volatile market.

EQUITY OUTLOOK

Views by Atul Kumar - Fund Manager (Equites) : The month of February was an encouraging one for equities. FIIs continued to show strong buying interest during the month and were net buyers to the tune of USD 5.13 Billion. Indian equities continue to look encouraging in the long run. Irrespective of the global economic problems, India appears well poised to achieve a GDP growth of 7% over the next few years. Investors can consider allocating to equities at this point of time for good returns in the long term.

GOLD OUTLOOK

Views by Chirag Mehta Fund Manager (Gold): During February 2012, Gold continued its upward trend for most of the month. However, the Federal Chairman's speech that avoided signs of further easing triggered a sharp selloff on the last day. To put some numbers to this; gold prices saw an increase of 2.9% based on the London AM Fix price, however, when considering the spot closing prices, it indicated a decline of - 2.3% for the month. Such was the magnitude of the selloff seen on the last day of February 2012.

DEBT OUTLOOK

Views by Chari- Fund Manager (Debt): February 2012 saw 10-year government bond yields trading at lower levels, finally ending at 8.2%. This was good news to Indian Bonds, which continued their positive return trend for the fourth consecutive month. Indian bonds started their bull run back in November 2011, with yields falling and prices rising. During the same time, 10-year yields reversed their upward trend above the 9% mark, as the Reserve Bank of India (RBI) began its Open Market operations to add liquidity by buying government bonds across tenor.

Source: http://www.moneycontrol.com/news/mf-reports/fund-managers-outlookkey-sectors-quantum-mutual-fund-_681701.html

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