Time to be Cautious in Equities

Dear Friends,

I would refer to my article dated 2nd Oct 2013, in which, I was of the opinion that equities would be the right asset class to invest into. In last 5 years, broad based NIFTY has moved from 5800 (Oct ’13) to 11400 (present), thereby giving about 15% per annum return on broader index only.

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RBI Bites the Bullet – Twice

Dear Friends,

 

I am reproducing extracts of an article dated 3rd Aug which appeared in Economic times, with some portions highlighted (full article appended below). This article highlights how fund managers are advising their clients to exit long term debt funds and shift investments to short term funds.

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