Bridgewater recently published some research on how geographical diversification can save our asses. The research is really detailed and has some amazing data points.
Ok, here it goes. I’ve been meaning to write about this for a while now and this is a topic which is a bit near and dear to my heart. Let me set the context first, so bear with me, I know you have Netflix and Hotstar open.
The US asset management industry is as action packed as a Micheal Bay movie right now if you get what I mean.
Recently news broke that the investors ousted both the founders of FundsIndia. This came as quite a surprise to everyone, but a little bird had vaguely told me a couple of months ago of some of the bad tidings there.
Ever since the IL&FS default and the ZEEL saga, investors and commentators have been wondering about the next crisis in debt mutual funds. Well, as the old saying goes, Be Careful What You Wish For… It Just Might Come True. Come true it did!
Well, DHFL Pramerica Mutual Fund finally sent out a communique to all its investors on the DHFL fiasco. Remember DHFL funds fell anywhere between 10% to 50% post the default by Dewan Housing (DHFL). Luckily for the mutual fund, it’s exposure was not as high as others such as UTI MF and Reliance MF and… Continue reading DHFL Pramerica MF investor communication on DHFL exposure
The election results are set to be announced on May 23rd. And the markets are clearly spooked because they know something – Modi isn’t coming back to power, perhaps? This does make sense given that most informed experts are predicting that the BJP will find it hard to come back to power. And these are… Continue reading Worried about election results? Here’s what you should do with your portfolio