market-commentary

MARKET COMMENTARY

Scroll Down

The Nifty 50 and CNX 500 Ex-Nifty 50

Apr 30, 2018

2:28 pm

“It’s far better to buy a wonderful company at a fair price, than a fair company at a wonderful price” – Warren Buffett Looking back at the past few months, North Korea’s sabre rattling has turned out to be noise, as expected. Trade war rhetoric is also looking to be largely noise, as expected. For…

Read More

The Third Leg

Apr 16, 2018

1:52 pm

All you need for a lifetime of successful investing is a few big winners, and the pluses from those will overwhelm the minuses from the stocks that don’t work out – Peter Lynch This week we share a host of data on the domestic economy and reassess the global and domestic risks facing investors to…

Read More

The Fed Giveth

Apr 5, 2018

2:56 pm

Before we get to the Monetary Policy, equities rallied strongly as investors gained comfort that the U.S. President, the new Fed Chairman, and their aides are likely to follow in the path of their predecessors, staying keenly focused on preserving the health of the U.S. economy – and by extension – the stock market, or…

Read More

Performance Review Q1 CY 2018

Apr 3, 2018

3:19 pm

Performance review and attribution for Sanctum’s in-house flagship DPMS portfolios as well as broad-based market. Sanctum Fundamental DPMS Performance Attribution Sanctum Indian Titans Performance All good things must come to an end. We are referring to the streak of seven consecutive quarters of gains in Sanctum Titans, starting with the quarter of our inception as…

Read More
Top