Capitalmind
Capitalmind
Actionable insights on equities, fixed-income, macros and personal finance Start 14-Days Free Trial
Actionable investing insights Get Free Trial
Premium

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

AMA.jpg

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 . . .

Like our content? Join Capitalmind Premium.

  • Equity, fixed income, macro and personal finance research
  • Model equity and fixed-income portfolios
  • Exclusive apps, tutorials, and member community
Subscribe Now Or start with a free-trial