PMS AIF World was set up in 2019 with an aim of informed investing experience for savvy investors. Kamal Manocha, the founder of PMS AIF World, had previously worked for a decade with Citibank, Delhi.
2021 is expected to be the year when the world economy rises like a phoenix from the ashes of 2020 As we start the New Year, expectations are high and now that we have a
The modern age is all about information and analytics. When you invest it’s essential that you are completely informed and know where you are investing, especially when you are not a young investor who has
PMS AIF World Focus on Portfolio's Quality, Risk and Consistency (QRC) PMS AIF WORLD organised a webinar with Mr. Bharat Shah, Executive Director - ASK Group and Mr. Prashant Khemka, Founder - WhiteOak Capital for
INVESTONOMICS, 10th Edition - Key Theme is EQUITY We bring you the 10th edition of our quarterly newsletter, INVESTONOMICS. In this edition, we’ve kept EQUITY as a core theme, as we believe it presents a very good opportunity for
Market View : Be CAUTIOUSLY Optimistic Headwinds: • For any Economy there are 3 prime movers - Consumption, Investments, Net export. In the Indian context, domestic “consumption” is comprised of
Market View : Be CAUTIOUSLY Optimistic • We are certainly not low in Price to Earning multiples if compared to 2008 but following PE multiples is not prudent right now.
Market View : Be CAUTIOUSLY Optimistic • The Government is striving to maintain a balance between Fiscal prudence and Fiscal stimulus to avoid credit downgrades, So, Monetary policy measures are
Market View : Be CAUTIOUSLY Optimistic • Quoting Berkshire Hathaway AGM for 2020, where Mr. Buffett conveyed giving an example of 1929 depression and how stock markets behaved then was
Market View : Be CAUTIOUSLY Optimistic • Credit Risk is relevant to all bonds apart from the Sovereign papers so we have to always be mindful of this while investing
Market View : Be CAUTIOUSLY Optimistic • Landscapes in fixed income doesn’t change overnight, credit spreads thus still remain high despite action from regulators and GOI as these will fructify
To see a V or U shape recovery, the government should act a lot more and in a big way, now. Keynesian economics is an economic theory of total spending in the economy. This was
Franklin Templeton (FT) was instrumental in bringing the concept of “Accrual Debt Investing” to Indian investors, who otherwise never made fine returns in Debt. Franklin Templeton – An Alternate View It is absurd to call
PMS Performance Newsletter for March’2020.
Spread of coronavirus pandemic is challenging older ways of doing day to day business operations and future would demand more innovation, and flexibility as there is going to be a lot of permanent changes that world could adopt, post the crises.
Over the last couple of weeks, equity markets have been very volatile and Nifty is down by ~38% from its peak level. The spread of the virus has triggered panic across the world and shaken the confidence of investors. PMS AIF WORLD interviewed eight prominent personalities from the industry and collated their views to bring you a special report, which will help you to understand the market movements in the coming months.
PMS AIF WORLD feels proud to have conducted – Industry’s first of Its kind SUMMIT & AWARDS on 7th Feb’ 2020. It unveiled first of its kind efforts towards informed investing by way of announcing brilliant format of awards in the PMS AIF Industry in coalition with IIM A.
PMS AIF WORLD, unveiled first of its kind efforts towards informed investing by way of announcing brilliant format of awards in the PMS AIF Industry in coalition with IIM A.