Analysing the interplay between geopolitics and India and its positive and negative ramifications on various sectors Analysing the interplay between geopolitics and India and its positive and negative ramifications on various sectors This article is authored by Hemant Shah, Fund Manager, Seven Islands PMS Vaishnavi Chauhan / Sunday, May 12, 2024 0 279 Article rating: 5.0 By encouraging domestic production, India creates a massive captive market, shielding manufacturers from the price wars that plague exporters. Read more
Is it the right time to top up your investment? An analysis of market timing Is it the right time to top up your investment? An analysis of market timing This article is authored by Sonam Srivastava, founder and CEO of Wright Research. Vaishnavi Chauhan / Tuesday, April 30, 2024 0 518 Article rating: 5.0 hile the concept sounds appealing, it requires predicting market peaks and troughs, a feat not even the most seasoned investors can claim to perform consistently and successfully. Read more
Understanding factor investing in equities through a different lens Understanding factor investing in equities through a different lens This article is authored by Neha Agarwal, Vice President of Research at SageOne Investment Managers LLP Vaishnavi Chauhan / Tuesday, April 30, 2024 0 840 Article rating: 5.0 Biases like overconfidence, loss aversion, and anchoring make it difficult for managers to assess market changes objectively and adjust factor exposures accordingly. Read more
Outperformance, opportunity and optimisation: What makes India a ripe market for quant funds Outperformance, opportunity and optimisation: What makes India a ripe market for quant funds This article is authored by Siddharth Vora, Head - Quant Investment Strategy and Fund Manager, PL Asset Management. Vaishnavi Chauhan / Tuesday, April 23, 2024 0 993 Article rating: 5.0 The bottom line is that quant funds are the perfect combination of man, data, machine, and alpha. India is among the fastest-growing economies globally, on track to become the 3rd largest economy by 2028. Read more
Investing in SIN Business? Investing in SIN Business? Authored by Rohan Mehta, CEO and Portfolio Manager at Turtle Wealth. Vaishnavi Chauhan / Monday, April 22, 2024 2 2897 Article rating: 3.9 While we may have missed some stocks, our adherence to these values has brought us great success, making us one of India's top 10 PMS performers. Read more