Investing Amid Volatility Investing Amid Volatility
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Investing Amid Volatility by Pratik Bagaria

Highlights

  • Bank of Japan rate hike
  • Global market volatility
  • USA Rate cuts
  • US Unemployment
  • India GDP

Synopsis/Summary

Market Overview:

  • Global markets are volatile, with Japan’s Nikkei down 25% and Nifty50 down 4%.
  • US recession risks rise with 4.3% unemployment, and Bank of Japan’s rate hike disrupts Yen carry trade.
  • Geopolitical tensions and high valuations add to the uncertainty.

India’s Strengths:

  • Expected US rate cuts, positive foreign investment trends, and a robust domestic economy bolster India’s market outlook.

Recommendation:

  • Deploy 25% of fresh equity capital as lump sum and stagger the rest fortnightly over 4 months.
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Written By

Pratik Bagaria

Pratik Bagaria leads Public Market Investments at Dezerv, bringing two decades of experience in managing wealth for high-net-worth individuals and family offices. An IIM Ahmedabad MBA, Pratik has built his career at the intersection of institutional-grade investment thinking and personalised wealth management—combining rigorous analytical frameworks with an intuitive understanding of each client\'s unique financial landscape.

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