Where Should I Invest ?

We had the bubble burst on our faces. The pain, both, emotional and monetary is something we would like to forget at the earliest. We can always say "we said so" but that is of little use to anyone.
The question that must be answered is, Where should you be investing now? We can repeat ourselves about the India Story, till our throats are hoarse, but its time to realize that the investing environment and the stock markets, can often be disconnected from the changes in a nations fortunes. The Indian markets will provide the best opportunities in the days ahead, no doubt about that.
The prudent investor will wait for the next bout of fear in the markets before he starts accumulating his long term riches. We hope to follow the journey of the Indian Stock Markets, and if possible, identify the FEAR factor. Its a vain attempt but vanity is a human trait.
Coming to the markets. After a journey that took us back to the 11000 levels, the markets came tumbling down towards the end of the week. It could be the political impact, as most would wish. Or the sign of things to come. Be prepared for more downside.