Prepare Now For Better Times
In the last month, indices appeared to deliver easy returns. On digging a little deeper, you will notice that individual portfolio performances […]
Why Should We Look At Arbitrage Funds?
Arbitrage funds are on a roll this year! In just two quarters, they’ve already pulled in Rs 52,000 crores, closing in fast […]
NFO Party Continues
The markets are seeing a flood of NFO's in mutual funds. These are mostly in the thematic category and are following up on the success of a few earlier themes. Thematic funds are not simple products.
Fixed Income Outlook July 2024 – Risk Management or Return Management?
Investor focus has shifted from risk management to return management. Everybody is obsessed with how well they have done rather than how well they could do.
The Tough Will Need To Get Going
The stock market is showing all-around strength with strong retail sentiment supporting multiple themes and categories. FIIs have also reversed their selling stance and turned into buyers recently.
The Party Seems Unstoppable!
The current financial year is setting itself up to create a new record in promoter selling. Promoters have comfortably been selling a significant part of their holdings to domestic institutions and mutual funds. Despite the rising trend in valuations, this season of easy exits seems to be extending.
The Sweet Spot for Inflation
Inflation is often a term that causes anxiety among the general populace and policymakers. However, inflation is not inherently bad. In fact, […]
Get Rich Slowly
Recently a Mumbai-based senior citizen lost 2 Crores to a WhatsApp scam. Investors are always in a hurry to make more money. […]
Stability and Continuity?
Markets love stability and continuity. The cabinet announcements from last weekend sent a positive signal to participants. The post-election fears have been […]
Expectations Vs Reality
What a chaotic week, and we’re back to square one. Exit polls from the weekend pointed to a straightforward win for the […]
Fixed Income Outlook: A Tale of Two Yields – June 2024
In this month’s fixed income outlook, we’re going to explore a tale of two yields. Within the same global macro environment, Indian […]
The Battle Is Won Before It’s Begun
What if I told you that the election outcomes next week don’t matter? India is in a great place. And the good […]