Case study # 200731 – Fear of market crash in the goal year itself

  THE CASE: What will happen if my goal maturity time meets a market crash and all my long term investment with negative return e.g if goal is marriage or higher education of children or retirement. THE SOLUTION: If you are invested in equity oriented investments for your long term goals, an ideal approach would […]

Why is the price of gold rising?

As interest rates dip across the globe, yield starved investors are flocking to gold. Now add to it the uncertainty of a global economic slowdown looming large, and U.S.-China relations inching to a point of no return. Gold beckons as the safe haven. As Mohamed A El-Erian, chief economic adviser at Allianz, recently tweeted, that investors continue […]

What are arbitrage funds?

Arbitrage schemes are hybrid funds, that take arbitrage positions in equity and related instruments for at least 65% of the portfolio. The remaining corpus is mostly in high-quality fixed-income instruments and cash & equivalents. So how does it work? Arbitrage funds aim to capture the price differential between the spot and futures markets, to generate […]

Stock picking is not dead

Passive investing styles have been gaining traction in developed markets and increasing in popularity in India. Anil Ghelani, Head of Passive Investments & Products at DSP Mutual Fund, shares his views on whether ETFs, index funds and smart beta strategies will eclipse active fund management. Do you believe active fund managers are struggling to generate […]