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Union Budget FY20-21

Feb 1, 2020

2:40 pm

Budget Highlights The budget tried to accommodate expectations of various set of groups and attempted to take balanced approach in terms of allocation with focus on developing rural economy, infrastructure, healthcare and education. While equity markets were expecting some big bang reforms to revive demand situation amidst slowing economy, budget lacked major measures to immediately…

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Looking Ahead On Multiple Frames

Jan 27, 2020

1:09 pm

“If we don’t change the direction we’re going, we’re going to end up where we’re headed” – Chinese Proverb Money Buys…. Satisfaction? A new poll by the NPR and Harvard finds that 90% of the top 1% income earners in the U.S. (> $500,000 income) are very or completely satisfied with their lives; in contrast,…

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Global Warming comes to Davos

Jan 20, 2020

12:06 pm

• The rise of ESG as a dominant theme in investment management will be clear this week • A genuine commitment is required. The time of superficial efforts to quell dissent is over Davos starts on January 21st with an agenda entitled ‘Stakeholders for a Cohesive and Sustainable World’. While the agenda title is set,…

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Sanctum PMS Performance Quarterly

Jan 13, 2020

1:37 pm

“The process of intelligently building a portfolio consists of buying the best investments, making room for them by selling lesser ones, and staying clear of the worst.” – Howard Marks Summary The Nifty 50 delivered a 12.0% return in 2019, while the NSE 100 and NSE 200 delivered 10.4% and 8.7% respectively. Meanwhile, the Midcap…

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