Mutual Funds
GREAT OPPORTUNITY AT LONG END OF THE CURVE
I have been giving investment calls in Long end of the yield curve from time to time giving various reasons for the same. Last year I had spoken about this on numerous occasions (some of my reference notes for your perusal are my blog entries dated September 07’2009 titled “SHOULD ONE TAKE CONTRARIAN CALL & [...]
MY COMMENTS IN AN ARTICLE IN ET MUMBAI
AN INVESTMENT OPPORTUNITY IN KOTAK CREDIT OPPORTUNITY SCHEME
Kotak Credit opportunity fund is aimed to optimize the returns with an optimal mix of duration buckets without diluting the credit quality to the extreme end of the credit curve. Refer to my note published today on how Short & Long End of the Yield curves are moving in opposite directions; giving excellent opportunities to [...]
WHAT WILL BE THE IMPACT ON VARIOUS ASSET CLASSES POST NEW VALUATION GUIDELINES PRESCRIBED BY SEBI ON MTM OF SECURITIES
LIQUID SCHEMES: SEBI had come out with guidelines for investment criteria for Liquid Schemes viz. no single paper in the Liquid Scheme should have more than 91 days in residual maturity & the said portfolio can then be calculated for NAV purposes on accrual basis. Hence, since these guidelines are already in place, there should [...]
ARTICLE IN ECONOMIC TIMES DELHI