On April 2, 2025, U.S. President Donald Trump stunned global markets by declaring a national economic emergency and enforcing a 10% baseline reciprocal tariff on all U.S. imports. Country-specific rates soared as high as 54%, with India assigned a 26% tariff. In a matter of hours, market screens turned red across continents. This...
Investing in mid and small-cap mutual funds can be challenging, especially during market downturns. Many investors contemplate halting their Systematic Investment Plans (SIPs) in these funds to avoid potential losses. However, historical data and scenario analyses suggest that maintaining a disciplined investment approach can be beneficial in the long run. Understanding Market Cycles...
Asset allocation forms the foundation of effective portfolio construction. Back in 1986, Brinson, Hood, and Beebower made waves by suggesting that about 93.6% of a portfolio’s returns over time could be attributed to asset allocation decisions. While this finding has been debated since then, it drove home an important point: asset allocation is...
Foreign Institutional Investors (FIIs) are a key driving force in financial markets. Their large-scale investments can boost market confidence, while significant selling can cause turbulence. Over the past few months, FIIs have been consistently selling their holdings in Indian equities. Let’s explore the reasons behind this trend and its implications. A Trend of...
After experiencing a significant drop of over 10% in the benchmark indices, the stock markets seem poised for a “Santa Claus rally” this December. Several factors like increased government spending, attractive valuations, and renewed interest from foreign investors are boosting confidence among market participants. Market Recovery and Recent Trends The Indian stock market...
Foreign Institutional Investors (FIIs) are a key driving force in financial markets. Their large-scale investments can boost market confidence, while significant selling can cause turbulence. Over the past few months, FIIs have been consistently selling their holdings in Indian equities. Let’s explore the reasons behind this trend and its implications. A Trend of...
Equity mutual funds are a popular investment avenue for wealth creation, offering the potential for higher returns by investing primarily in equities. However, navigating this space effectively demands more than just a DIY approach. It requires strategic planning, research, and expert guidance to align investments with financial goals. Here’s a comprehensive framework for...
Starting November 1, 2024, the Securities and Exchange Board of India (SEBI) will make some big changes to how mutual funds and certain securities operate. These changes are aimed at making the financial market more transparent and protecting investors’ interests. One of the major updates is that mutual funds will now come under...
I recently had a guest who showed interest in our investment services. However, after a thorough discussion, he seemed puzzled about choosing between the direct and regular options. He straightforwardly asked me, “What advantages do I have as an investor with the regular investment option?” If you’re also wondering about the advantages of...
Welcome to the world of investment opportunities in 2024! As we embark on another year filled with potential, the landscape of financial markets continues to evolve, presenting both seasoned investors and newcomers with prime investment picks for the year 2024. In this ever-changing environment, staying ahead of the curve is crucial. Whether you’re...
