Globally, we are in a QT (Quantitative Tightening) phase. Between March 2022 and July 2022, the U.S. Federal Reserve (Fed) hiked interest rates by 225 bps (basis points). Interestingly, the U.S. Fed was extremely gradual with its rate hikes during the last QT cycle. Fed took three years (from 2015 to 2018) to hike policy…
Silver as an investment avenue has been competing with its yellow metal cousin – Gold – for quite some time now. Silver has weathered the test of time as a tangible asset, also borrowing certain investment-pruned features from Gold such as a hedge against inflation (while being a cheaper alternative to gold). Silver is both…
The equity market has rebounded in the past one and a half months and is nearing its previous highs. However, due to the uncertain nature of the economic environment, some pullback may be imminent. Thus, it is advisable to have exposure across market caps so you can benefit from the diversification. Large and Mid-Cap Funds are a…
The debt market has suffered with downgrades and defaults in the past few years. Many conservative investors discontinued investing in debt schemes because they were worried about getting back their money. If you are looking for relatively safer debt funds to invest in, you may consider investing in banking & PSU debt funds. Banking & PSU…
HDFC Ltd. in a regulatory filing announced that it has received in-principle approval from SEBI for a change in control of HDFC Asset Management Company (HDFC AMC), a subsidiary of HDFC Ltd., and the asset management company of HDFC Mutual Fund. HDFC Ltd. and arbdn Investment Management who own 52.6% and 16.2%, respectively are the sponsors of the fund…
Midcaps have established strong performance across various time periods, the Mid-cap companies are considered to be emerging future market leaders or future large caps. The midcap segment provides diverse as well as complementary sector-wide opportunities. Markets have broadened with the participation of new sectors which have higher weightage in the midcap segment. Due to the…
Factor investing is about identifying the factors that contribute to successful investing. Every stock displays certain factors, the performance of every stock can be attributed to the presence of a set of factors and these factors can be tracked & used for making informed investment decisions. Equity investors are flocking to factor investing, as it…
Our dependence on Information Technology for basic necessities of life is constantly growing. There’s no turning back from technology now and it is bound to be an integral part of the new normal world post-pandemic. India being inexpensive compared to the US is an attractive market for the IT sector. Indian IT sector is one…
“Change is the only Constant” – Heraclitus, Greek Philosopher. We are living in an ever-evolving world, our consumption patterns are changing day by day, and the way we socialize, shop, work, etc. has all changed over time, especially amidst the pandemic. Similarly, there are various fluctuations in the market due to several changes in macroeconomic…
Trading and investing are two terms that are often used interchangeably. But there is a stark difference between the two. Investing involves building a diversified portfolio of assets and staying with it through market ups and downs to earn fruitful results over the long term. Trading, on the other hand, involves entering and exiting assets…
