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CM Fixed Income Portfolio: Increasing Duration
As interest rates rise steeply due to higher inflation, tightening liquidity, and international bond movements, REITs and InvITs funds have been adversely ...
Recent Posts
Fixed Income
CM Fixed Income Portfolio: Increasing Duration
As interest rates rise steeply due to higher inflation, tightening liquidity, and international bond movements, REITs and InvITs funds have been adversely ...
General
Microsoft pulling a Netflix in gaming, Market Overview & More
🔆 Saturday Coffee Newsletter Market Overview: Top stocks & asset classes World View: Microsoft is pulling a Netflix in gaming Good Reads: 5 ...
Stocks
The Yes Bank Unlock: Prepare for a deluge
As the 3-year lock-in period for Yes Bank shares nears its end, it's worth examining the progress made by the bank since its restructuring. Have they achieved ...
Economy
Money's getting expensive, and fast, and what you can do about it
The debt markets are cowering in fear. Short term rates are rising very very fast. And there's no respite even for the government. Here's a quick take one the ...
General
Investing in muddle-through markets, Market Overview & More
🔆 Saturday Coffee Newsletter Market Overview: Top stocks & asset classes Letter: Investing in muddle-through markets Good Reads: 5 articles ...
General
[Podcast]: The problem with "adjusted" financial accounts
Anyone who thinks financial accounting is boring hasn't seen the creativity in some of the financial statements. Not just in India ...
Deepak's Memos
Wealth Letter March 2023: Muddling Through Markets
We are in a no-go zone in the market for nearly all of one year, since the Ukraine war began. The Nifty returns are just 3% to 5% which is even lesser than ...
General
Adani after a month, Market Overview and 5 Good Reads
🔆 Saturday Coffee Newsletter Market Overview: Top stocks & asset classes Off the chart: Adani group over the month Good Reads: 5 articles ...
Stocks
Discovering companies at the TNIA 20:20 Ideas Summit
Stories about stocks are always interesting. In a recent conference in Chennai, 20 stocks were presented, and we run you through what we thought of the lot. ...
Foundations
The stock does not know you own it
"You really have to believe in the companies that you're investing in, and that means having a level of conviction that most people don't have. If you don't ...
