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Month: April 2020

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Don’t be afraid of letting go: Changing your mind in a crisis panic fall

The lockdown’s extended, and here’s another thought we’re running through as we progress, in our CovidLockdown Diary.  The markets are going ...
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The Midcap Carnage and Where There May Be Opportunity

We have seen a carnage in the markets and there is no end in sight as to when this will stop. For many of us this is the first time we have seen such huge ...
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Why you don’t need ULIPs

This is a guest post by Rajeev Raghu. He works with Yes Bank in their internal consulting team, and is based out of Mumbai. He likes to read about management, ...
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The LongTerm MultiCap Portfolio Revamped

The last few weeks have been…interesting. (I heard there’s an understatement of the year award up for grabs). For the world in general, and the ...
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Portfolio: Changes in Premium Momentum Portfolio – Apr 2020

It seemed like the month with no end. We did three rebalances through the month reducing equities first to 40% and then to 20% of the portfolio. At the same ...
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How The Government Can Get 400,000 cr. to fight the Covid Slowdown

It’s obvious now that the lockdown will hurt India’s economy. And just as other countries are doing, we’ll need big stimulus to start pushing ...
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Forget Stocks for a bit. Get your Asset Allocation right

You’ve heard of the three C’s by now. Courage. Cash. Conviction. You’re probably sick of them already. For the uninitiated, the three ...
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Follow The Money: How a Global Liquidity Crisis Beat Us Before The Coronavirus

Much as we see the absolute carnage in markets, we tend to blame it on the sinister impact of the virus. But there seems to be something else happening, ...
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