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
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
Market View : Be CAUTIOUSLY Optimistic Dear Investors, First of all, I want to thank you for such an overwhelming response to COVID19 to WEALTH20 – Online Mega Event held on
Investing in a concentrated portfolio of these great companies gets double digit ROE with less volatility and downside. The strategy promises impressive wealth creation with ‘Less risk’.