- All
- Being Relevant to the Markets
- Deep Dive into Funds Style and Framework
- Fortnighty Market Review & Insights
- Fund House Portfolio Tracker
- Gain Edge in Investing
- Perspectives on Investment Quotes
- Reading Between the Lines(RBTL)
- Tracking Global Research and Fund Managers
- Tracking Valuation of Indices
Looking at the absolute return strategy of Nippon reveals that the current asset allocation being favored by fund houses translates to nearly
Nifty @ 22828 Bank Nifty @ 51002 Ever since this Financial Year has started – markets are down by three odd percent.
Gold has proven to be an asset class worth looking at and giving it a place in the core portfolio. Calendar Year
Nifty @ 23343 ( at the time of writing) 3rd February 2025 Indian markets have been choppy and turbulent lately. The correction
With the fall in prices of various indices especially Mid caps and small caps the valuations have also started to drop. You
In investing – Asset allocation is considered the Holy Grail of Investing . But, What is a Multi Asset Allocation Strategy ? Does
ICICI Fund House Strategy for January 2025 on Debt On the Debt side ICICI AMC continues to maintain a cautious stance on
Robert Kahn, Managing Director of Geo-Economics at Eurasia Group, shared his insights on the geopolitical and market outlook for 2025. Here’s a
Observation on Kotak AMC Choice of Themes, Sectors and Asset Allocation- Kotak Multi Asset Allocator FOF # Maintaining nearly 54% allocation in Domestic
In the last few months valuations have been moderating downwards but yet significant mean reversion of valuations hasn’t happened. Nifty Media is however at a
Please find below the Valuations of major Indexes as in December 2024. Two parameters Price to Earning and Price to Book Value have been taken and compared with
For the month of November maximum bleeding has come is in energy, autos and metals while IT, Small Cap, Reality have done relatively better. On a three
Observation on Kotak AMC Choice of Themes, Sectors and Asset Allocation # Maintaining nearly 52% allocation in Domestic Equities and nearly 6% in
As on 11th Nov – Morning 8 A M Last Traded on Nifty 24148- Market seems to be attempting to rally from
Let’s get into the key macro trends with a backdrop of the US Presidents elections through a recently published interview of Darious
Who is Ridham Desai ? Ridham Desai is a Managing Director of Morgan Stanley with 26 years at the firm. He heads
Market Insights & Investment Strategy- November 1 – 2024
There are 5 broad parameters in the capital Gains Tax Treatment introduced- Holding period has been simplified. There are only two holding
Introduction to Methodology This section focuses on understanding how India’s top fund managers and fund houses navigate the investment landscape. Actions speak
About Being Relevant to Markets- This section is all about knowing and understanding the current texture of markets- the style which
Recently I came across a news article which stated that Kotak AMC would re-open its KOtak Small Cap Fund for re-purchase or
In Investing it is very important to cut down the noise and focus on the right things. That is the exact reason
Fortnightly Market Review Nifty @ 22488 Sensex @ 73885 as on close on 30th May 2024 We are approaching a major event
The Emerging markets as a basket are showing good strength – India, China, Taiwan, Indonesian markets all are showing strength. Even Developed
Dear Reader Lurking risks send investors into risk-off mode There are various theories floating about on what went down in Indian markets