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Repo Rate Cut By 40bps; Moratorium Extended

Businessworld, May 22, 2020

We continue to believe that companies with weaker balance sheet will still find it tough to raise money. Rate cut alone would not be enough to revive risk appetite for credit in our view. The Reserve Bank of India (RBI) in an unscheduled monetary policy committee (MPC) meeting today reduced the policy repo rate by…

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Investors lose Rs 36 lakh crore since Jan; experts say allocate 35-60% portfolio to equities

Moneycontrol, May 13, 2020

Asset allocation centers on diversification of a portfolio among different asset classes such as equities, fixed income, gold, and some cash in hand. Kshitij Anand @kshanand Since January 2020, when both Nifty and Sensex both hit a record high, investors have lost Rs 36 lakh crore in the market in terms of market capitalisation on…

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Warren Buffett sitting on over $100-billion cash pile: Should Indian investors also wait?

Moneycontrol, May 12, 2020

Experts suggest that it is difficult to fundamentally measure the exact top and bottom of the market, but one can hold on to some dry powder in these uncertain times. Kshitij Anand @kshanand When legendary investors like Warren Buffett do something, the world tunes in and takes notes. Berkshire Hathaway may have reported a loss…

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Almost all the 147 PMSes delivered positive returns to investors during the month.

Economic Times, May 8, 2020

A spectacular comeback by the bulls in April helped Indian portfolio managers deliver strong returns to their rich investors. Available data suggests almost all the 147 PMSes delivered positive returns to investors during the month. Firm global cues, intermittent news flow about the development of a Covid-19 vaccine, significant moderation in FII selling and return…

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