REASONS FOR BENCHMARK GOING UP
Kindly refer to my various blog notes on why invest in long term G-Sec schemes. I have spoken about the same since the eve of the July Credit Policy. Also, as was foreseen by most market participants and reiterated by RBI, that containing inflation is going to be a bigger priority than pushing for growth, [...]
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 Economic Times
HNI INVESTMENTS IN GILT SCHEMES JUMP THREE-FOLD TO RS 1,917 CR IN SIX MONTHS Nishanth Vasudevan MUMBAI WHAT do wealthy investors know about the prospects of India’s government bonds that many others do not? Even as the outlook on these bonds remains hazy, these investors have raised exposure to mutual fund schemes that invest in [...]