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March 10, 2020

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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January 31, 2020

Commodity Businesses

There are many concepts and thoughts through which one can see commodity businesses. They are termed as cyclical, low PE deserving companies and generally have restricted weightage in one’s portfolio.

Right Definition: We believe that any business or trade where goods are sold without any value addition or without any differentiation can be referred as commodity businesses. Here word “Value addition” has vital meaning and impact. Generally, metals, cement and agro stocks are considered as commodity business. We believe if company has capacity to resist to volatility in base commodity price due to scale, stock or other natural advantage it can be considered as different company from pure commodity play.

Parwati Sunil K
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December 17, 2019

PMS firms woo clients as a hike in investment threshold looms

Portfolio Management Service (PMS) firms are going all out to pull in clients before the new year when the minimum investment threshold is expected to double. Currently, an investor must put up at least Rs 25 lakh to be eligible for PMS schemes, which mostly cater to the rich, to accept at least Rs 25 lakh from an investor. This is expected to go up to Rs 50 lakh from January 1.

PMS firms fear the new minimum investment requirements could make it tougher for them to attract investors in challenging market conditions. “It is important to acquire new clients as many investors start small and increase their commitments once they are comfortable with the portfolio manager,” says Amit Doshi, investment director, CARE PMS.

Click here to read more about this article in Economic Times

admin
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December 4, 2019

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

November 25, 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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