‘Oil prices have gone up and rupee has depreciated. Should I change my mutual fund portfolio?’ ‘My fund has capital goods and engineering stocks. Should I change the fund?’ ‘The US may hike rates and they say FIIs may exit the market. Should I move out of equity?’
These are some of the questions we are often confronted with, from investors. It is, no doubt, heartening to note that investors track broad economic events and would like to see their portfolio benefit from it.
