Selling is never easy. Much as investors love profits and die to make more of it, when it comes to taking it, they hate to press the exit button. The overwhelming emotion when the finger heads towards the exit button is fear. “What if you miss out on more profits?…
As we bid adieu to a wonderful investing year and welcome a new one, it’s time to pause and ruminate a bit. It is that time when we set our expectations. We actually need to assess how expectations played out in 2017. Investment performance significantly outplayed our expectations in 2017.…
The last week of a calendar year is usually the time when global institutional investors take a break. When they return in January, their investment actions are often radically different from those made in December. Just like a test batsman takes a fresh guard after a lunch recess, fund managers take a fresh view of things in the New…
If you are an Indian investor, asking the right questions now is the most important thing. The logic is simple – when the going is too good, it is important to question the sustainability of good times. The stock markets have done extremely well in 2017. This is evidenced in…
The coming weeks promise to be interesting. During recent months, domestic investors have put behind almost every market setback and resumed buying equities. Domestic liquidity has absorbed any selling by FIIs. Traders have also remained supremely confident on equities and we are entering December with the highest level of confidence.…
December is always a defining month for the equity markets. It is the vacation hour for global fund managers. They take stock in December and adopt changes in their strategy for the coming year. Similarly, domestic fund managers also take stock of the emerging macros and realign their strategies. December…
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,…