And for a Friday ……. as Japan’s R&I joins other Global agencies in upgrading India’s Sovereign rating …… some thoughts ….. some musings……
Japan’s largest credit agency RI -( Rating & Investments Informatics. Inc) with HQrs in Tokyo with big presence in Hong Kong & New York has upgraded India rating to BBB+ …..stable outlook …..citing strong economic growth & fiscal improvement …..this will further boost Japanese Investments in India & reduce borrowing costs …..:: this rating was preceded by S&P ( Standard & Poor) the world’s largest rating agency who also upgraded India to BBB …. for first time in 18 years …… the latest is Moodys who affirmed India’s rating as Baa3 ….. stating that India will remain the fastest growing G20 economy through at least next 2 to 3 years … Moody’s maintain that US’s imposition of 50% Tariffs will have limited negative effects on India’s economic growth in the near term …….though undoubtedly India & US as the world’s largest & oldest democracies with such intimate people-to people contact will hopefully strive to narrow the trade differences & sign a mutually beneficial Trade agreement within the next two months ……..
This brings up opportunities in the Indian stock markets …… Inspite of huge outflows due FIIs continuously withdrawing & booking profits from the Indian stock markets ….. the steady inflows by SIP from domestic retail investors & DIIs have kept the stock markets very stable & also established for foreign investors the depth & liquidity of Indian markets for them to withdraw money with ease …….. this is a strong indication of the robustness of Indian Securities market ……. & time for all Indians ….. particularly those in the 50ies & 60 ies age brackets to enter the stock market ….. the only investment which will beat inflation & be Tax efficient in the coming decades …….:for first timers the easiest & best is to start investing in a Nifty 50 Index fund ….. or a Multi Cap flexi Mutual fund ……this is the right time …. start SIPs with surplus savings …… & in later years when need for more disposable income arises convert SIPs to SWPs …….. most tax efficient & highest returns ………
These are challenging times …. Uncertainties loom large …. but given India’s demographics , entrepreneurial spirits & resilience …. we are best positioned ….. let us all support India’s growth the United way ….. the sustainable way ….. the SEEGOS way.