OUR CHAT WITH GEORGE JOSEPH, CEO & CIO – ITI MUTUAL FUND
The ongoing disconnect between Dalal Street & Main Street is making everyone scratch their heads. The rise and rise of Sensex is gravity defying. To understand the risk reward matrix…
BofA on gold at USD 3000
Bank of America sees Gold at Rs 80,000 per 10 grams by December 2021 A couple of months ago, BofA made a forecast of USD 2000 per oz for gold…
US Bull Markets may end in tears : Rick Rule on Kitco.com
In US Markets, there is a major disconnect between the wall street and main street. It’s a dilemma why equity markets are strong. Are they strong because of anticipated recovery,…
Asset Allocation for good sleep quality
Last 4 months (March to June) has tested the nerves and intellect of investors. It has made experienced investors look stupid, and rookie investors look genius. During the 4 months,…
Is US in a Bubble Zone?
Back in January 2020 when the US markets were touching all-time high, there were no signs of bubble, although they were grossly overvalued. But now in June 2020, there are…
Circus in Unemployment numbers
In the month of March 2020, when India underwent world’s largest lock-down due to COVID19, the unemployment figures went berserk. Before we entered COVID phase, the Urban unemployment was already…
Fuel price in India is amongst the costliest
India has witnessed sharp rise in fuel prices due to consistent rise in fuel taxes. The reasons cited for higher taxation is that Indian government needs funds to COVID19 related…
Charts of the Week : 21/06/2020
Chart 1: US S&P500 is ignoring the fall in profit margins of the listed corporates. Scary !! The rise & euphoria in S&P 500 trades is scary. The profits margins…
Podcast # 5 : No Load ULIPs as Tax Free Estate (Duration: 6 min)
Title : No Load ULIPs as Tax Free Abhay : Hi Sameer, we are often advised that we should keep insurance and investments into separate buckets. Then why do you…
Pharma outshines in advance tax collection
Pharma companies were the outlier in the otherwise depressing advance tax numbers. As expected, Real Estate, Infra, Steel, and Cement were the worst of lot. FMCG and Banks stood steady…