Debt Market
AXIS CONSTANT MATURITY FUND
I had given a trading call in G Secs in a systematic manner from July 2011 (when 10 year benchmark was 8.50%)to November 2011 (when 10 year benchmark peaked at 9% levels). Thereafter I gave a disinvestment call from 8.45% levels on December 11’2011. I also mentioned in that note that the way one can [...]
PRAMERICA MUTUAL FUND SCHEMES
I have been recommending some of the debt schemes of Pramerica AMC since their inception. Fund Manager has performed very well even in the most trying periods of debt markets & rising interest rate scenarios. One of the schemes whose strategy is similar to that of Pramerica Treasury Advantage Fund (TAF) was launched in October [...]
PROFIT BOOKING IN G SECS
I had started recommending investing in G Sec schemes on weekly basis since July 29’2011. I had reiterated this call on various dates viz. August 09’2011 & September 14’2011 & giving reasons for my belief as to why GILT yields will ease off inspite of several rate hikes by RBI during this period. I had [...]
MY RECOMMENDATIONS
I have been recommending various debt schemes from January onwards including investments in GILT schemes on a systematic basis. These schemes were recommended based on some long term strategies which were being followed by these AMCs & have worked successfully even in rising interest rate scenarios. During this period from January to November, RBI raised [...]
TEMPLETON INDIA CORPORATE BOND OPPORTUNITIES FUND – NFO
Franklin Templeton is one Fund House which has given solutions at every bucket of the yield curve. All that the investor needs to do is identify the investment horizon of their cash flow and plug it in with one of the schemes of Franklin Templeton keeping in mind their average maturities and exit load issues. [...]