When a fund manager leaves, investors must revisit the drawing board and decide whether or not they want to stay invested. How should one go about making this decision? To begin with, one must evaluate the circumstances of exit. Why did the fund manager leave? Who will succeed? There are…
Welcome to this month’s Finesse blog, where we’re studying inflation trends, what the Fed is so worried about, and market expectations around RBI’s impending policy. We also explore how savers can approach investing when the yield curve is flat and what to do when the markets are at all-time highs.…
When the market receives news flows from a company, and it does not take a liking to what it hears, then the reaction is immediate. We saw that in a recent announcement by a leading automotive conglomerate to invest in a private bank. The market almost instantaneously took a dislike…
The Nifty, which seemed to be persistently buoyed by FII flows, finally saw the tide drop. The results of top index majors were hardly confidence-inspiring. Growth expectations are getting ready for a reset. Indices seem unclear on how to price in growth for the rest of the year. The first…
This month’s outlook explores why 2023 is a year for fixed income and how opportunities change every cycle. As a bonus, we’re also sharing a framework for product selection. Talk to your investment adviser today to prioritise safe investments. The Market Cycle The nature of fixed-income returns often trips investors…
The market continues to trade closer to its all-time highs. Rarely do we have the Nifty50, Sensex, Nifty Midcap, and the Nifty Smallcap 250 indices trading at record highs around the same time. Such a market construct must make all stakeholders happy and thrilled. But, that does not seem to…
After the first quarter ended, the business updates of companies are sending out the first signals of how the quarter played out. These signals are mixed. While some companies have shown huge positivity like Bajaj Finance and Titan, several others are hinting at a cautious stance. The entire FMCG pact…
A new high, and that too an all-time high on the benchmark Indices Sensex and Nifty, gave the markets a great closing for the quarter. Everyone went home happy after a quarter that closed in stark contrast to its previous one in March. But, investors hardly need an excuse to…
The Nifty is within striking distance of its ATH. An imminent conquest of all-time highs on many indices seems more likely. An ETF launch in the most illiquid space of the market – microcaps. These are just some indicators of a growing need to take on more risks. Clearly, Indian…
Every month, we study what’s happening in fixed-income markets. June is a month of monetary policy announcements. This time we decode the Reserve Bank of India’s monetary policy. Want to know what’s happening with the US Federal Reserve? Register for this month’s webinar. Today, we dive into the merits of…
Increasingly equity markets are all about flows. Where the money is coming from and where it is going matters a lot. The velocity of flows also adds another layer to it. Now we see that money from FIIs is coming into India. Clearly, this money seems to be moving more…
What do you do when valuation runs up in one asset class? Most investors end up getting upset that they didn’t invest enough in that asset class and feel left out. It is like landing at a train station and seeing the train depart from the platform. You still must…
