All posts tagged: Holdings

Market Overview – December 2019 Quarter

Global Economy:

Global economic growth is forecast to edge up to 2.5% in 2020 as investment and trade gradually recover from last year’s significant weakness but downward risks persist with advanced economies growth slipping to 1.4% whereas emerging and developing economies expected to grow at 4.1%.

Corona Virus: There will be an impact on global trades considering recent incidences of effected cases of virus in countries other than China and hence broadly global markets will remain volatile including India.

Parwati Sunil K
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Keep monitoring
Buy and Hold? or Buy and Forget?

Let’s start with a famous saying “You Should Never Outsource Your Eyes”

We now produce an illustrative conversation between a client and a portfolio Manager:

Portfolio Manager: Our investment philosophy which says ‘Buy and Hold’, to further clarify the concept internally we think it should be ‘Buy and Forget’.

Client: So, once you are invested what you do?

Portfolio Manager: We search for other better option and we keep monitoring existing investments.

admin
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Fund Manager Speaks – Sept 2019

Market Overview – September 2019 Quarter

Global Economy:

The world economy is afflicted by weak sentiment, trade-related disruptions, and rising downside risks to growth. Central banks leaning towards lower rates reflects growing pessimism on the growth front. The calm that characterised global financial markets in the beginning of 2019 has been dispelled since May, with a combination of trade and geo-political tensions and the worsening global growth outlook imparting heightened volatility.

adminFund Manager Speaks – Sept 2019
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