These elections not only test the waters of political fortitude but also serve as a bellwether for investor confidence and economic strategies moving forward.

Biases like overconfidence, loss aversion, and anchoring make it difficult for managers to assess market changes objectively and adjust factor exposures accordingly.

This article is authored by Raghvendra Nath, Managing Director, Ladderup Wealth Management Pvt Ltd.

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. 

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.

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.

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 that focuses on navigating market cycles is the INVasset AAID (Advance Algorithms for Investment Decisions) approach

PMS and mutual funds both are good investment options, but it will depend on individual circumstances and goals.

Profitable Growth and Longevity at a reasonable Price

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 announced the appointment of Vikaas M Sachdeva as the Managing Director of Sundaram Alternates. Read on to find out more.

Markets have turned optimistic since March 8, 2022, but are still, trading with a downward bias. In this article, we would be looking at the performance of the popular PMS in India.

Currently, markets are consolidating with a bearish tilt. This is an excellent time to gradually expand your exposure to equities. In this article, we will look at the top ten best performing PMS schemes.