2020 Predictions – does the rally have legs?
Even though flows globally in 2019 have predominantly been into...
Kuvera Weekly
Sensex highs, Muthoot AMC, Franklin side pocket & new PMS rules!
The much anticipated PSU disinvestment announcement came on Wednesday, November 20, 2019, by the...
Index, Rising Inflation & New Funds!
Index mutual funds are set to beat actively managed funds for the second year. Data from Refinitiv...
Real Estate Stimulus, SIP Inflows & Rating Downgrade!
The AUM of the mutual fund industry increased to Rs 26.33 lakh crore in October, a 7.4% increase...
Sensex 40,000!
Sensex hit a record high last week as it rose 2.83% to close above the 40,000 mark while the Nifty...
Increasing Wealth, Ease of Doing Business & Index Out-performance
Credit Suisse Global Wealth Report released on Monday showed that 7,59,000 Indians have wealth over...
Rally, Retail & Reliance!
The markets posted strong gains this week on the back of retail and foreign investor inflows,...
Steady SIP Flow, Fund M&A, and Behavior Gap
We discussed the pitfalls of chasing returns and the "behaviour gap" with Bloomberg...
Rate Cut, Stimulus & Gold!
Four of the five top-performing funds last week are gold funds. Gold provides...
Tax cut, market rallies & growth
Finance Minister, Nirmala Sitharaman announced a $20 billion tax cut to reduce the effective...
