Last month, Janet Yellen handed over the reins to Jerome Powell. He was initiated as Fed Chair into a chaotic market, as the US markets corrected sharply in his first week. There has been much speculation as to what kind of Chair Powell would make. On one hand, he’s seen…
A not so innocuous news report by a global brokerage set us thinking about where we are headed as a market. ” $1.2 billion waiting to get into midcaps says CLSA”. The logic behind this premise interested us even more than the actual premise. The premise was that mutual fund…
The FIIs have been persistent sellers of Indian equities. DIIs have bought steadily and supported the market. This explains the index not losing much despite heavy selling by FIIs. The regular domestic inflows are helping DIIs hold the market at higher levels. In specific areas, like midcaps, we see funds…
The recent weeks are seeing the trend turn in several areas. Investment flows are looking very different with the persistent selling of FIIs in Indian equity. News flows are also not looking great in February. For instance, first we had the budget levied long term capital gains tax on equities.…
Janet Yellen took over as Fed Chair in February 2014 at which point she had already been with the Fed for a decade. Although no new financial crises occurred during her term, the job at hand was no less tricky. Yellen inherited the responsibility of reversing the quantitative easing…
”Trouble comes in threes” goes the proverb. So, when the budget threw capital gains tax at our stock markets, we kind of knew that it was not going to be the end of bad news. The U.S markets quickly went into a steep fall on two sessions, sending global markets…
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Investment Strategy With higher uncertainty in debt and equity markets, this would be the time to review asset allocation and manage risk. There is now an opportunity to construct a layered debt portfolio. A phased transition out of ultrashort-term funds into high-quality accrual funds may be warranted. Policy Highlights…
Is the dream run over? Have markets crashed or have they paused? One hears anxious investors simply abandon their confidence with every fall in stock indices. As the years advance and public participation in stock markets grow stronger, our patience for corrections simply isn’t enough. Our impatience grows on us,…