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Table 1 gives the average returns of all funds. Large Cap, Mid Cap and Small Cap funds have outperformed BSE S&P Sensex index by wide margins. Lower valuations and strengtheninRead More
Markets and your investment portfolios have had a topsy turvy 2018 and ending the year off highs on equities while government bonds have largely rallied. In fact, government bond fRead More
Onion prices have fallen by more than 80% and this is worrying the bond market. Government bond yields had fallen to 7 months lows on the back of falling oil prices, RBI OMO and faRead More
FIIs/FPIs have bought Indian equity shares worth Rs. 59 billion in the month of November 2018 and shares worth Rs. 34 billion in December 2018 (till 28th December). Implied volatilRead More
Government bonds went on turbo drive last week, as plunging oil prices, falling global bond yields and RBI OMO announcements placed the market on a bull orbit. The decision by the Read More
FIIs/FPIs have bought Indian equity shares worth Rs. 59 billion in the month of November 2018 and sold shares worth Rs. 28 billion in December 2018 (till 21st December). The Nifty Read More
Airline industry is like a black hole into which mountains of cash disappear with no trace. Jet Airways seeks a cash injection, Air India requires fresh government handouts and SpiRead More
Fed rate hike impact on Sensex, Nifty, INR & 10 Year G-sec: The Fed removed the word accommodative from its policy statement during its September policy-meeting and continued tRead More
FIIs/FPIs have bought Indian equity shares worth Rs. 59 billion in the month of November 2018 and sold shares worth Rs. 22 billion in December 2018 (till 14th December). The Nifty Read More
The benchmark 10 year government bond yield fluctuated wildly, rising and falling by 20bps in a couple of days on the back of the drama played out in the RBI. Dr. Urjit Patel resigRead More
Shaktikanta Das was appointed as the new Reserve Bank of India (RBI) Governor, a day after the resignation of Dr. Urjit Patel. Shaktikanta Das is a former Economic Affairs SecretarRead More
FIIs/FPIs have bought Indian equity shares worth Rs. 59 billion in the month of November 2018 and sold shares worth Rs. 4 billion in December 2018 (till 7th December). The Nifty InRead More
High SDL and credit spreads cast a doubt on the sustainability of the government bond rally that has seen government bond yields fall by over 60bps from highs seen over the last feRead More
RBI stated policy stance is calibrated tightening and it was kept the same in today’s policy review, though one member of the MPC voted to change the stance to neutral. The pRead More
The Global Ten Stock “strong core” Portfolio has given a return of 85% and has outperformed the benchmark S&P 500 index by 52% since inception on 8th April 2015. PoRead More

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