The equity market has not witnessed a year as dramatic as 2020. During the year the market crashed to a multi-year low due to the uncertainty, a consequence of the pandemic, but it quickly soared to reach all time highs. This was something no expert had anticipated. The bellwether Nifty 50 index has gained 75% from its March…
In March this year — just before the outbreak of the Coronavirus or COVID-19 pandemic hit India in a big way – I wrote about how investors would benefit by investing in gold. And since then, the precious yellow metal has clocked nearly +18% absolute returns. Gold has outperformed even equities on Year-to-Date (YTD) basis as…
When it comes to performance across market caps, we see that it differs significantly over a period. Small and mid cap stocks underperformed the large cap stocks in the past two calendar years, but turned out to be outperformers in the current year. Investors following a multicap strategy benefit from the stability of the large…
Market regulator SEBI announced certain amendments to mutual funds regulations during its Board meeting held recently. SEBI undertook a detailed exercise on review of mutual fund regulations in consultation with various stakeholders to examine certain policy proposals, remove redundant provisions, to align with the existing applicable Acts and other SEBI Regulations, and to address certain…
The mid cap index has recovered significantly from the lows of March and it has even outperformed the large cap index during this period. Notably, mid cap stocks underperformed the large cap peers in the last three years amid the weak macro-economic conditions, SEBI’s norms on the reclassification of mutual fund classification, and COVID-19 pandemic.…
Ample liquidity in the system and central banks across the world resorting to interest rate cuts as well as maintaining an accommodative stance to support growth is enabling in the stock markets to scale new highs. Besides, the reduction in the number of new COVID-19 cases in India (compared to the peak of September) and vaccine in…
Environment Social Governance (ESG) investing is synonymous with socially responsible or sustainable investing. ESG investing is an established theme globally but in India this concept is at a very nascent stage. However, the COVID-19 pandemic has pushed companies/policymakers in India and around the globe to evaluate the impact of their actions on society and the…
“Change is the only constant” – Greek Philosopher, Heraclitus Every now and then, a disruption changes the way a company or sector routinely manages it operations. While disruptions can push certain companies to the verge of extinction, there are those that use such situations as a learning curve to constantly re-invent and adapt their businesses to…
Markets have bounced back sharply since its March 2020 lows. The S&P BSE Sensex has crossed 46,000 and is trading at an all-time high. Notably, the markets began the year 2020 on a positive note, but it was soon reeling under pressure due to the COVID-19 pandemic. We saw one of the worse market phases…
Amid the COVID-19 pandemic, small-sized businesses were among the worst affected sectors; the government has set forth various initiatives to nurture small businesses back to life. Therefore, in the long run, small companies are expected to expand. Consequently, investor sentiment has improved in recent months, striking the indices upward, and the small-cap index has now…
