Tag: blog post

Play Safe Now

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…

Read the signals

Companies are raising capital at a pace like never before. Promoters are selling their shares at a frenzied pace. Mostly, the buyers are domestic mutual funds. The target segment is restricted to midcaps and small caps. Clearly, retail inflows are placing strong compulsions on fund managers to deploy money quickly,…

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