Will we be benefited by this? Of course yes. When economy does well, can equity markets stay far behind? In 2014, Sensex has delivered a stupendous return of 30%. This was long overdue as markets have been quoting at below the fair valuations for the last 2-3 years. We hope the momentum will continue, though the strike rate may be higher / lower depending on various factors like short term sentiments, liquidity, global markets, crude prices etc. 2015 will also be a great year for Fixed Income investing. The rally started in the 2nd half of last year and is likely to continue this year on the back of the falling interest rates. We can expect double digit returns in Bond Funds in 2015 and also may be in 2016.
Just maintain asset allocation. Have Patience and Discipline. Stick to your financial goals. Invite us once in a while for a cup of green tea or coffee though.
Have a Rocking 2015!!!