Nivesh Rananeeti Mein Raajaneetik Maahaul Ka Khyaal Rakhein

Business » Monday, April 1, 2013

nitin jain head, reetel kaipitl maarkets, edalavaaij faainainshal services DMK ke UPA se samarthan vaapas lene ka asar investors par pada hai. Maarkets ko lag raha hai ki UPA sarkaar thodi kamjor ho gayi hai. Saath hi, samaajavaadi party aur bahujan samaaj party ke anishchit ravaiye se bhi niveshakon mein ghabaraahat hai. Baajaar ke liye raajaneetik anishchitta kitna gambhir khatra hai? Market anishchitta ko pasand naheen karta-chaahe vah raajaneetik ho ya aarthik. Desh ko maujooda aarthik chunautiyon se ubaarane ke liye sthir sarkaar jaroori hai. Desh filhaal food infleshan, badhte karant account defisit aur sust business seintimeint jaisi chunautiyon se joojh raha hai. Sarkaar ke kamjor hone ka asar rifaurms par padega. Baajaar is baat par baareek najar rakhega ki UPA sarkaar rifaurm ajeinde par aakraamak tareeke se kaam kar rahi hai ya naheen. Raajaneetik sameekaranon mein achaanak aae badlaav se sarkaar ke rifaurms ajeinde par sust padne ki sambhaavana hai. Ghareloo morche par is tarah ki mushkilon aur Europe mein jaari aarthik sankat ke kaaran nikat bhavishya mein bhaarateeya baajaar mein teji ki sambhaavnaaen kamjor pad gayi hain. Ikanaumik paulisi frant par sarkaari ki sakriyta se desh mein jo FII nivesh badha tha, raajaneetik anishchitta ki aashanka se ek baar fir se is par break lag sakta hai. Iske alaava, RBI ne bhi apni monetary paulisi mein sakht sandesh diye hain. Isse byaaj daron mein teji se katauti ki sambhaavnaaon par bhi viraam lag gaya hai. Aise mein baajaar ka niraash hona svaabhaavik hai. Lihaaja, short too meediym tarm mein bhaarateeya share baajaar ke giraavat ke saath seemit daayare mein kaarobaar karne ki sambhaavana hai. In pahaluon ko dhyaan mein rakhate hue reetel investors ke liye majaboot business model, behtar cash flo aur kam karj waali companiyon par focus karna uchit hoga. Jin companiyon ka kaurporet gavarneins standard savaalon ke ghere mein hai, usamein nivesh karna theek naheen hoga. Agar ham sectoron ki baat karein to efaemaseeji aur pharma jaise difeinsiv sectoron mein nivesh karna uchit hoga. IT jaise eksaport se jude sectoron ka performance bhi behtar rah sakta hai. Ameriki mein demand mein teji dekhne ko mil rahi hai. Dollar ke mukaabale rupae mein giraavat se IT farmon ko adishnal benifit milta hai. Saath hi, niveshakon ko investors infraastrakchar, injiniyring aur construction jaise haai beeta sectoron mein nivesh karne se bachana chaahiye.