Get Asset Allocation Right
Fortunes are made over short bursts in a rising stock market. Fortunes are also lost in very abrupt meltdowns. But the fortunes […]
Will Metals Shine?
In a market where equities are outshining every asset class, investors wonder whether there’s any other asset class that can share the […]
Time To Be Decisive
Are global commodities signalling anything to the equity markets? The sharp slump in oil and other commodities over the recent weeks has […]
The Power Of Preparation
Where are you invested right now? Most people simplistically answer in terms of just the asset class. “I own 60% in equity” […]
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 […]
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 […]
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.
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.