Benefit from China’s Economic Re-Opening and Rebound Bull market is always there somewhere in the world! Chinese equity market have delivered double digit return in recent 3 months period. And this above average returns are possible going forward too. There are Mutual Funds in India focused on investing in Chinese stock market. As on 31…
Month: January 2023
Value Vs Growth – Tactical Investment
Value Investing is Working and Value Investing will Continue to Work In general investment portfolio is designed for long haul. At times, a portion, 10 to 20%, of the portfolio can be tactically invested as and when opportunities come along. Value investing have been outperforming Growth Investing since Covid, 2020, as highlighted by the chart…
Out-Performance & Over-Valuation to Continue
Indian Equity Market – Structural Change to Support and Growth Emergence of Giant Funds and AUM ( size ) growth on Auto-Pilot is one of SIGNIFICANT STRUCTURAL CHANGE, which will continue to support the Out-Performance and the Over-Valuation of Indian Equity Market. Now it’s a call you need to make whether OR not you want…
20% Vs 4.5% Return From Index in 2022
Actively Managed Mutual Funds – To Beat Equity Index Return Indian Equity Market benchmark “Nifty 50 Index” generated 4.5% in calender year 2022, Jan-22 to Dec-22. Some diversified mutual funds have generated 20% return in the same period. Surprising, isn’t! For this one needs to understand and accept the fact that “More than the sectors,…