Tag Archives: mutual fund investments

Home Posts tagged "mutual fund investments"

What do you look for when you are done with large, mid and small-caps.

For a long time, the investment ideas amongst the advisors/distributors for making allocations were on the basis of capitalisation band. Large capitalised companies, which essentially figure in the top 50 by market value amongst the listed companies of the country: Mid-caps – those companies that ...
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FII buying: Is there a change happening????

Every decent sized capital market in the world depends on a few important factors viz. the health of that economy, the ease of cash flow, the governance systems in place in that country and of course how attractive it is to outside money (read Foreign Institutional Investors appetite – FII MONEY)....
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What do I do now??

As I write, the BSE SENSEX and the NIFTY 50 are down some 2.0 per cent. The USD is up to 93.40 versus the INR. President Trump is done with making his speech, which was much anticipated but left the worldwide audience with more questions and heightened fears. It is actually alarming that daily swing...
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2026: WHAT THE YEAR HOLDS FOR US

2025 Played out pretty much as I had thought it would. Flatish for the equity markets across the capitalisation band except small caps and an unexpected rally in precious metals. But was there a silver lining? You bet!! Inspite of a lot of money going out of the markets via the foreigner investors r...
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The shame of the Rupee.

What is the one economic thingy that everyone talks about, apart from the budget. THE CURRENCY. And why is it so? Because it affects everyone and everything. The young bride’s parents who need to buy jewelry. The student in the fancy foreign college who needs to pay his fees. In a global currency!...
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Sensex at 1,00,000:: Are we going into a sweet spot for investing?

Even as I pen my thoughts on the direction of the markets in the coming days after a year of flat performance, I see the markets are down sharply with the BSE SENSEX down by about 600 points and the NIFTY 50 by some 150. Essentially 83,500 in the level we are at currently. So […]...
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When responsibility exceeds duty, magic happens.

What can ₹2,000 really do for assuring the future newborn girl in a poor family? At first glance, not much. But in Bihar, that modest sum is being transformed into a tool of empowerment through one of the finest synergies between the state, a fund house and a deprived beneficiary – the Mukhi...
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Factor Investing: Now what is this new “thing”?

I remember when I started out in my career in fund management and my company, a joint venture between two giants, one global and one Indian, had a large number of very smart people coming in from mainly the mother lode – America.  Along with them, there was a trim set from Singapore. No matter [&...
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These issues make me nervous

I received quite a few WhatsApp messages on the direction of the market and the best markers there are. While the yield graph explanation was the most plausible and rational (and one that I am aware of), there were quite a few that were wacky but enticing. One was a very adult themed diagnostic mech...
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Should we be invested in Small Caps and Midcaps?????

There is a fair amount of “garam hawa” blowing on how the small cap segment specifically and maybe the mid cap segment too could be under “extra stress” and maybe in the next decade or so there is no upside possible. This has led to a clamour amongst investors that exposures in these two cat...
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