market-commentary

MARKET COMMENTARY

Scroll Down

Overtrading risks damaging your portfolio

Jan 24, 2023

9:19 am

• Investors can become overconfident and spend too much time trading equities versus cash • 2022 was a salutory lesson that the returns from active trading can be modest even if you get each call right • Traders will have noted that both the US equity and bond markets hit a technical resistance last week…

Read More

Portfolio Commentary

Jan 21, 2023

6:33 am

Looking back and ahead The Indian headline indices closed the tumultuous year with moderate gains after hitting new highs, which is a decent outperformance compared to the major markets across the globe. Though the top and midcap indices ended in green, the year was quite somber for small-cap indices, which closed in deep red and…

Read More

Cutting Through The Tactical Noise

Jan 17, 2023

5:47 am

• Bit of a mugs game trying to work out who is right, the Fed or the market • Better to focus on strategic shifts • Chinese and European equities look fundamentally better placed for a full strategic asset allocation • Preferred bonds an asset worthy of an allocation The market’s fixation last week with…

Read More

Investment Strategy

Jan 14, 2023

6:02 am

• Global markets ended the last quarter on a positive note after a tough first nine months of the year • Global growth is likely to moderate in 2023 amid tighter financial conditions • Slower growth will weigh on global equities; Indian equities may underperform global peers as the divergence of 2022 narrows • Domestic…

Read More
Top