https://www.taxtmi.com/article/detailed?id=748 A disciplined, long term investment approach is central: maintain horizon for secular growth themes and avoid reactive trading. The macro outlook expects consolidation with renewed growth and policy support but flags inflation and dollar weakness. Asset guidance prioritises equities for medium to long term growth, gold (via ETFs and mining funds) for structural dollar weakness, global mining stocks for demand/supply dynamics, real estate via venture funds for rising property demand, and income funds as a contrarian hedge if tightening risks are overstated. en-us Thu, 08 Apr 2010 00:00:00 +0530 Thu, 08 Apr 2010 04:41:16 +0530 TaxTMI RSS Generator https://www.taxtmi.com/article/detailed?id=748 A disciplined, long term investment approach is central: maintain horizon for secular growth themes and avoid reactive trading. The macro outlook expects consolidation with renewed growth and policy support but flags inflation and dollar weakness. Asset guidance prioritises equities for medium to long term growth, gold (via ETFs and mining funds) for structural dollar weakness, global mining stocks for demand/supply dynamics, real estate via venture funds for rising property demand, and income funds as a contrarian hedge if tightening risks are overstated. Articles Other Topics Thu, 08 Apr 2010 00:00:00 +0530 https://www.taxtmi.com/article/detailed?id=748