Archives

Articles

Others

Curious case of NIFTY50 Scaling New Highs & NIFTY50 PE Cooling Off

Of late I have noticed that NIFTY50 has been scaling new highs but its PE (Consolidated Trailing 12 months) has come off significantly. It is also reflecting in my Algo number and the Equity band it recommends - from 0% in Equity, it is now showing 30% equity allocation in Equity in rising markets. This got me thinking and did my own research with inputs from an explanatory note circulated by DSP Mutual Fund (when Market PEs were changed from Stand Alone basis to Consolidated basis -will write more on this as well) and inputs from Mr. Manuj Jain, Senior Product Specialist at ICICI Prudential Mutual Fund.

Others

Investor - Bharat Bond ETF

I am sure by now most readers are aware of what Bharat Bond ETF is and what are its salient features. I have seen and read many notes on the same. Surprisingly, all are repeating the same i.e. what is ETF, how this Product has transparency, liquidity, visibility of returns, tax efficiency etc. However, none have so far highlighted the NEED-SOLUTION approach for Investors to look at and take an investment decision based on that. If you see this as another debt scheme or a product, there will be less traction; but if you see this as a NEED and a SOLUTION approach, you will get better perspective as to why you should look to invest in the scheme . Also, I will explain in detail the Concept of Constantly Rolling Down and how does it benefit the Investors.

Others

Bharat Bond ETF

I am sure by now most readers are aware of what Bharat Bond ETF is and what are its salient features. I have seen and read many notes on the same. Surprisingly, all are repeating the same i.e. what is ETF, how this Product has transparency, liquidity, visibility of returns, tax efficiency etc. However, none have so far highlighted the NEED-SOLUTION approach for Investors to look at and take an investment decision based on that. If we sell this as another debt scheme or a product, there will be less traction; but if we sell this as a NEED and a SOLUTION approach, we will get better Mind Share and Wallet Share of the Investors. Also, I will explain in detail the Concept of Constantly Rolling Down and how does it benefit the Investors.

{{rArticle.subcategory_name}}

{{rArticle.article_title}}

{{rArticle.intro_text}}