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In the Now

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RBI to support the bond markets for the next 3 years

The Indian Debt Market rallied in the current financial year due to comfortable liquidity in the system of around Rs 6 Lakh crores, net inflows in mutual funds debt schemes crossing the Rs 1.50 Lakh mark. RBI also nudge interest rates down, by buying cutting repo and reverse repo rates by 40 basis points and 65 basis points, doing TLTRO of Rs 1.13 Lakh crores, open Market Operations and operation twist of above Rs 1.5 Lakhs crores

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Need for Long Term Repo operations by RBI in the Ten year segment

In my previous article, I have said AAA corporate bond rally to sustain in the current financial year. AAA PSU bond minus government bond spread has come down to 40 to 60 basis points across maturities. The fall in the shorter end of the yield curve is largely due to RBI conducting, Long Term Repo Operations ( LTRO) and Targeted Long-Term Repo Operations (TLTRO)  for 3-year maturity.

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Investing and Forecasting

In 1906 famous statistician Francis Galton attended a fair in Plymouth where participants had to guess the weight of an ox and the one who guessed it right, won a prize. Galton looked at each of the entries and deduced the average weight guessed by all participants came in at 1198 lbs whereas the actual weight of the ox was 1197 lbs and that the crowd was often right.

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The Impossible Trinity

Very simple way to explain what an investor wants can be condensed into 3 things, namely, good return, quick return and less volatility: basically Jyaada (more), Jaldi (quick) and kam jhatka (less volatile).

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Active Investing and Execution

Why do investors put their hard‐earned money in the stock markets? To make good returns over a period.

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Global Financial Crisis

Masks and Gloves. Never imagined myself, to be geared up so for my usual grocery shopping oung, but unfortunately this is the reality now. Covid is one more “Black Swan” event in our lifeme. The last one was the Great Financial Crises (GFC)of 2008‐09, which also had global ramificaons.

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The Test Match of Wealth Creation!

A tale another March, that of 2001; India having bowled out for 171 runs chasing the first innings score of 445 put up by the formidable Australian Team. Having been asked to follow on Team India batted for 2 days and went on to score 657.

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Water everywhere, not a drop to drink?

“Water Water everywhere not a drop to drink” is a very famous phrase used originally in “The Rime of the Ancient Mariner” by Samuel Taylor Coleridge. In his book a sailor was stuck on his boat deep inside the ocean without any drinking water.

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Economy and Markets Current Context

The report outlines discussion more from Equities perspective and provide a One - view for the recent Monetary and Fiscal announcements done till now. Current state of things and what are we doing on our equity and debt portfolios is also a part of this
report.

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Gender Parity in the Corporate World

“Gender Parity in the Corporate World” – While this has been a buzz word for quite some time now, a concrete change is still quite a way away.

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1991 Redux @ 2020

Over the last couple of months, if there is one word which must have been mentioned zillions of times, it has to be ‘Unprecedented’. Every management interaction, speaker session, articles or even an informal talk that I have had, this word was never missed.  

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Debt market attraction towards PSU Papers and Government Securities here to stay

Investors invest in Debt mutual funds to get stable returns. The return of debt portfolio is broken into two parts, the income which is the coupon/ Yield to maturity (YTM ) of the underlying securities in the portfolio and the price appreciation of securities in the portfolio. 

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