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INSIGHTS THAT MATTER

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Routes to Market

Investment Outlook, Published Jan 18, 2018

Download Report Contact Our expectation last year that 2017 will have wider performance dispersion amongst funds, proved to be accurate. As markets marched on ahead of earnings, valuation caused discomfort amongst value conscious fund managers. Ballooning fund sizes did not help either. Consequently, we saw half our large-cap fund universe underperforming the index. As SEBI…

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The Cost of Risk Aversion

Investment Outlook, Published Jan 18, 2018

Download Report Contact The opportunity cost of choosing risk aversion – investing in FDs for instance – has been high over the past two decades. Staying invested is clearly the right choice. Time and again investors have chosen risk aversion, and the opportunity costs have been large. A review of asset allocation principles is appropriate….

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Conclusion – 18 Insights for 2018

Investment Outlook, Published Jan 18, 2018

Download Report Contact Upside surprises on domestic economic growth will come through via structural reforms, heading into 2019, as the economy recovers Infrastructure spending will finally come forward as the government gets serious about execution and implementation Strong liquidity in the Indian market will continue and build apace, as the positive wealth effect of equities…

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Trend 10: Real Estate Trends: An Opportunity in Distress

Investment Outlook – Trend 10, Published Mar 16, 2017

Shrewd investors are seeing the potential for investing in distressed real estate assets across India. Already, some investors are buying such assets in tier II and III cities where such value-buys could be available. Value Unlocking Possible The second half of 2016 has thrown opportunities for value investing in select micro-markets for reasons of over-supply…

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