The FIIs are back. November clearly showed a change of mind. The DIIs continue to receive money from domestic investors. It is in this scenario that we go into the last phase of state elections. If the verdict in the five states is not too adverse, we could see a…
Investment Strategy: As we move into a rising interest rate scenario, the focus shifts to high-quality low-volatility investments. Our strategy has been to construct a layered portfolio by locking into high-quality investments at different yields. At this juncture, short-term AAA investments make the most sense. Contact us if you would…
Investment Strategy: The RBI’s stance of calibrated tightening indicates that rate hikes are possible but not mandatory. As investors, it is important to capitalize on rising yields to structure a layered portfolio. The spread between the repo rate and the 10 Year Government Security is nearly 1.5%. This presents a…
Rising oil and dollar mean only one thing for the Indian economy – trouble in the near-term. Business fortunes and purchasing power are closely intertwined with oil and the dollar. Inflation could rear its ugly head if both oil and dollar become difficult to manage for the government. Stock markets…
The rupee now stands at 72 against the US Dollar. This is an unprecedented low. So far, neither the RBI nor the Government has aggressively stepped in. Is there an investment opportunity for you? When the rupee weakens, the markets react. The yield on the 10 Year Government…