Asset allocation: Asset allocation strategies work better at equity market highs

India’s economic trajectory over the last decade has been nothing short of remarkable. With robust macroeconomic management and a resilient corporate sector, the nation has emerged as a beacon of stability in a tumultuous global landscape. Despite the challenges posed by the Covid-19 pandemic, India has maintained its course, showcasing resilience and adaptability in the … Read more

small cap stocks: For a better equation of desire and risks: 4 small cap stock from different sectors

The higher the Relative Valuation component score, the better it is. Synopsis While the desire to own small caps is high, it is very important to manage the risks of investing in them, they may either give very high returns or just make your capital under perform significantly. For enthusiasts and steadfast supporters of small-cap … Read more

equity market: Holding on to your past gains must be the focus this year

In response to last week’s column -‘Time to Ponder a One Foot Out of the Door Plan’- as a possible strategy in the equity market, I received a great deal of feedback from readers sharing their own investment plans and views. One of the aspects they sought more clarity on was the applicability of the … Read more

equity market: All in a year: Equity market investors turn richer by Rs 80.62 lakh crore in 2023

In a memorable year for the equity market, Dalal Street investors added a whopping Rs 80.62 lakh crore to their wealth in 2023 as a raft of positive factors powered a stellar rally in stocks. Experts said India’s strong macroeconomic fundamentals, political stability owing to the BJP’s success in recent elections in three significant states, … Read more

rebalancing a portfolio: What is rebalancing a portfolio? How to go about it? Rachna Dattani answers

Rachna Dattani, Associate Director, IIFL Securities, says if somebody is thinking about diversifying the portfolio, I would definitely recommend a portion of it going to sovereign gold bonds which are closing but tranches will keep coming by every quarter. If somebody is looking at allocating an x amount in debt for three to five years, … Read more

Equity market outlook for 2024 looks more promising than 2023. Here’s why

The year 2023 was very interesting. Initially, the world was concerned of a global recession after interest rates were hiked by 4.25% in 2022, and inflation was still not under control; the banks had moved from QE to QT (money supply easing to tightening) and money supply world over was slowing down. The bright spot … Read more