Letter From the Editor: Clear and Present Opportunity

As the US economy gradually recovers, will the party on Dalal Street peter out as foreign funds start to cut down their emerging market exposure? Will real estate prices witness the much anticipated correction in large metro towns like Mumbai and New Delhi? Will silver replace gold as the preferred metal?

The process of decoding the big shifts in next year’s investment terrain is always a laborious process. At Forbes India, it began at least two months before this edition hits the stands with a set of in-depth conversations over numerous cups of tea with Sanjoy Bhattacharyya, our Consulting Editor and Forbes India columnist. Our project team, led by Senior Editor S. Srinivasan, sifted through data and laid down a set of hypotheses which they then tested out with a range of experts in India and abroad across a range of asset classes — equities, fixed income, real estate, commodities, precious metals, private equity and art.

However, it isn’t just about the big picture view and a macro asset allocation strategy. We’ve stuck our neck out to give you specific recommendations on how to play each asset class. And like last year, we’ve also picked out a set of high utility stories — like, how to take care of your art or how to invest abroad — that will keep you ahead of the curve. The result: A clear, comprehensive and yet granular investment guide, that cuts through all the jargon and saves you several hours of financial planning.

Hope you find this special edition useful. We eagerly await your feedback.