Kenneth Andrade, CIO, Old Bridge Mutual Fund, says the current market environment is not offering any value opportunities. “As an active manager, we need to move our lens to 2030, then we could look at some probable opportunities that would be a part of the portfolio. Edited excerpts from a chat: Investors who have made … Read more
Post a dramatic wave of volatility, India VIX has now cooled off and the investors have readjusted to all the sentiments that were out during the last two weeks. The 50 component index Nifty50, ended the week by closing near its upward-moving channel. The index closed at 23,465, after making a new all-time high on … Read more
Although concerned that a thinner majority may restrict Prime Minister Narendra Modi from carrying large-scale pro-growth reforms, billionaire investor Mark Mobius is confident that the bull run is intact and that the Sensex can even hit the 1 lakh mark before Modi finishes his third term. The 87-year-old investor, known as an India bull in … Read more
Central banks worldwide are playing a pivotal role in driving the ongoing bull run in gold prices. This article aims to dissect the intricate connection between central bank actions and the surge in gold prices, shedding light on the factors contributing to this phenomenon. Understanding Central Banks’ gold accumulation Diversification Strategy: Central banks are actively … Read more
While the entire green energy sector has been on an uptrend, solar companies are being seen as the biggest beneficiary of the push towards renewables with both Ambanis and Adanis vying for a piece of the pie. Smallcap solar company Waaree Renewable Technologies has been the top gainer in the solar pack with a mind-boggling … Read more
Some investors are finding themselves on the horns of a dilemma these days: Is it worth the risk to continue with winning equity bets into the fourth year of the bull run when share valuations are at a peak? Or is the risk of staying out of the bull market greater when just a few … Read more
As Nifty is ending the record-breaking year 2023 with a handsome upside of 20%, billionaire banker Uday Kotak on Friday warned Dalal Street’s Covid batch of investors of the unpredictability of the stock market, giving the example of Japan. “Many investors have joined post Covid. They have mainly seen upside. While the situation is not … Read more
