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AMA with CM: On ITC, Asset Allocation, Smallcaps, Index Funds, Debt, Macros and more


We did our second AMA on 27th May. Here's a summary of the session. On Fixed Income Given what’s been happening with interest rates, does the opportunity look good to make new investments in gilts?

Deepak: I still think so. We are seeing the short term market fall big time. The longer term will also come down as money starts flooding in

Shreesh: A chart identifying the spread between 10yr Gsec Yields and 1 yr Gsec Yields (constant) will help you understand in a better way. If the spread has increased due to higher short term . . .

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