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Fixed Income
What is a TLTRO and Why Does It Impact Non Banking Financiers?
Non Banking Companies are struggling with the lockdown cutting into their cash flows – they have to give their customers a moratorium of three months ...
Mutual Funds
Motilal Oswal’s S&P500 Index Fund: Should you Invest?
Motilal Oswal has launched an NFO (New Fund Offering) for its S&P500 Index Fund. The NFO is open from 15th to 23rd April 2020. We took a look to see if it ...
General
Survey: How the lockdown is affecting households in India
Under half of urban India (44%) are seeing no impact on their incomes because of the Coronavirus-induced lockdown. However only a third (33%) foresee no ...
General
Podcast #26: Who moved my market? A deeper look at FIIs.
“Are FIIs big? Why do we make a big deal of them? The answer is if you think of the Indian market as a whole, today’s market cap of the stock ...
Stocks
Don’t be afraid of letting go: Changing your mind in a crisis panic fall
The lockdown’s extended, and here’s another thought we’re running through as we progress, in our CovidLockdown Diary. The markets are going ...
Charts & Analysis
The Midcap Carnage and Where There May Be Opportunity
We have seen a carnage in the markets and there is no end in sight as to when this will stop. For many of us this is the first time we have seen such huge ...
Mutual Funds
Why you don’t need ULIPs
This is a guest post by Rajeev Raghu. He works with Yes Bank in their internal consulting team, and is based out of Mumbai. He likes to read about management, ...
Premium Portfolio
The LongTerm MultiCap Portfolio Revamped
The last few weeks have been…interesting. (I heard there’s an understatement of the year award up for grabs). For the world in general, and the ...
Premium
Portfolio: Changes in Premium Momentum Portfolio – Apr 2020
It seemed like the month with no end. We did three rebalances through the month reducing equities first to 40% and then to 20% of the portfolio. At the same ...
Charts & Analysis
How The Government Can Get 400,000 cr. to fight the Covid Slowdown
It’s obvious now that the lockdown will hurt India’s economy. And just as other countries are doing, we’ll need big stimulus to start pushing ...
