Power of Calibration
Calibration in investing is an absolute art. We must know our portfolio very well. We must look closer to know where we […]
Safety First
“How can I safeguard myself from a sharp correction?” For most investors, this top-of-mind question is bothering them. Yet, nobody wants to […]
Yen Carry Trade
After a long smooth run, markets had a dramatic start to August. It began with monetary policy between the US and Japan […]
Active Vs. Passive Funds: Which One is Right for You?
When it comes to investing in mutual funds, you might find yourself weighing the benefits of active versus passive funds. Each type […]
Fixed Income Outlook – August 2024
Welcome to August’s fixed income outlook. Here are some questions we’re answering this time around. First, where can you hit the “save […]
Interesting Days Ahead
The sharp fall in the magnificent seven US tech stocks seems to be sending ominous signals to global markets. The US markets […]
It’s good to lose something to finally win!
The debate over the removal of indexation and reduction of LTCG on real estate and gold has been more emotional than factual. […]
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.