Elections and their impact on stock markets
Elections and their impact on stock markets
This article is authored by Sonam Srivastava, founder and CEO of Wright Research.
These elections not only test the waters of political fortitude but also serve as a bellwether for investor confidence and economic strategies moving forward.
Understanding factor investing in equities through a different lens
This article is authored by Neha Agarwal, Vice President of Research at SageOne Investment Managers LLP
Biases like overconfidence, loss aversion, and anchoring make it difficult for managers to assess market changes objectively and adjust factor exposures accordingly.
Choosing the right investment vehicle: PMS, AIF or mutual funds - A seasoned wealth manager's perspective
This article is authored by Raghvendra Nath, Managing Director, Ladderup Wealth Management Pvt Ltd.
This article is authored by Raghvendra Nath, Managing Director, Ladderup Wealth Management Pvt Ltd.
Wish list from the budget: A common Indian's perspective
This article is authored by Vipul Prasad, Founder and CEO of Magadh Capital Advisors LLP.
However, the upcoming budget on February 1, 2024, will still be important for two reasons. It will be interesting to watch the announcements of populist measures, if any. Further, the budget may also indicate the thought process of the government regarding the policy framework it may apply if it is re-elected.
Exploring factor investing: An introduction
Authored by Anish Teli, Managing Partner at QED Capital PMS
Factor funds lie somewhere between discretionary active and rule-based passive funds. These are also called ‘smart beta’ funds. We like to think of them as “Active Beta” or Rules-Based Active Funds.
Green energy: Potential to reboot and renew your portfolio
Authored by Abhinandan Tulsian, Fund Manager, Tulsian PMS
The renewable energy (RE) potential in India is 1000+GW (gigawatts) and the current installed capacity (as of Jun’23) is 176.24 GW, which includes hydropower too.
The booming Indian economy offers opportunities in manufacturing, IT, pharma & consumer discretionary
Authored by Mrinal Singh, CEO & CIO of InCred Asset Management Private Limited
This is the right time to look for bottom-up opportunities in selective sectors while considering mean reverting stocks as likely sources of generating alpha.
PMS strategy: Navigating market cycles with precision
Authored by Anirudh Garg, Fund Managers at INVasset.
PMS strategy that focuses on navigating market cycles is the INVasset AAID (Advance Algorithms for Investment Decisions) approach
Which is better: Mutual Fund or Portfolio Management Services; find out here
PMS and mutual funds both are good investment options, but it will depend on individual circumstances and goals.
PMS and mutual funds both are good investment options, but it will depend on individual circumstances and goals.
Strategies for Alpha Generation: Tapping into market inefficiencies and contrarian approaches
Authored by Gaurav Arora, Fund Manager and Principal Officer of Equirus Wealth Pvt Limited
Profitable Growth and Longevity at a reasonable Price
Performance of PMS Funds in 2022
Who Should Invest in PMS?
The markets in 2022 were not easy for several investors. The BSE Sensex was up by 5 per cent in 2022 but a majority the portfolios reflected either flat returns or negative returns during a similar period. PMS returns have been disappointing as well. Yogesh Supekar discusses how the various PMS’ have performed in 2022 and which strategy has worked best for the top performing PMS
Sundaram Alternates appoints Vikaas M Sachdeva as the new Managing Director
Sundaram Alternates announced the appointment of Vikaas M Sachdeva as the Managing Director of Sundaram Alternates. Read on to find out more.
Sundaram Alternates announced the appointment of Vikaas M Sachdeva as the Managing Director of Sundaram Alternates. Read on to find out more.