Despite the rally we recently witnessed, the market mood continues to be sombre due to the pandemic crisis. FPI outflows from the Indian market persisted in the current month as well, while the recent fiasco at a popular fund house also dented investor sentiments. It is difficult to predict how this situation will unravel eventually.…
Last month, SEBI had asked credit rating agencies not to consider any delay in payment of interest or principal loan amount arisen solely due to the nationwide lockdown conditions as a default. The stress in the Indian mutual fund industry due to the pandemic impact deepened after Franklin Templeton MF decided to wind down six of…
The equity market has started showing upward trend since the beginning of April. However, I am of the view that there could be more volatility in store ahead. The credit crisk in India has heightened, business operations are at risk, demand is slowing and there is a possibility of sharp contraction in GDP. All of…
Industries across sectors have been reeling under the impact of the covid-19 pandemic. Some sectors could be more vulnerable to others and may find it more difficult to recover once the situation is normal. If your mutual fund portfolio has high concentration to such sectors, it may have a negative impact on your overall returns.…
It isn’t just the equity-fund investors who are facing the unrelenting heat, due to the global selloff, the last few weeks have been difficult for investors in debt funds as well. The latest AMFI data for the month of March shows that debt mutual funds witnessed outflow of Rs 1.95 trillion. Of this, a major chunk…
We are in a never-seen-before chaos, not just in personal life but also the equity markets. The benchmark indices are down over 30% just within the last one month due to the spike in coronavirus cases. But I believe that it has provided a great opportunity to invest for the long term. My observation suggests…
The impact of coronavirus outbreak on the GDP could be severe if things do not return to normal soon. India Inc. could therefore be staring at weak earnings growth in the coming quarters. Few days back my colleague and Editor of Daily Wealth Letter, Rounaq, explained how this could impact your mutual fund portfolio. As he had…
In these difficult market conditions and when there is lot of uncertainty and high volatility, funds that fall lower than the benchmark index, but have the potential to bounce back higher during recovery are the ones worth holding on to. Many of you may panic and think of redeeming investments whenever there is high volatility…
The Indian equity markets have witnessed massive selloff in the last few days. Persistent selling has been due to fears of global recession as coronavirus continues to spread rapidly, taking the markets to its retrograde point from 3 years ago. Some experts believe that the impact of coronavirus on the economy could be even worse…
Is today the right time to increase equity exposure? Have the markets bottomed out? Or will there be more troubles ahead? These questions have probably crossed your mind at least once if you are looking to take advantage of the recovery from the current equity market crash. Markets have become highly unpredictable now with the impact…
