Wealth Forum

<<

of 4

>>

		Where can the Sensex fall to? In this edition of his technical perspectives on the markets, Pratik observes that historically, Sensex has made major tops at a trailing PE of 28. This happened in 2000, in 2008 and now in Jan 2018. A major top historically doesn’t set the tone for just a short correction, but a deeper downtrend 08-Mar-2018

Indian equities are no longer in bull market Rajesh Bansal’s technical view is that the market has certainly entered a correction mode, which could well go beyond the normal 10% correction to a much deeper one over the next 18 months. 22-Aug-2017

		Say “NO” to buy-and-hold Mister Bond shares an unequivocal message: say “no” to buy-and-hold, and say yes to discipline based rebalancing. As usual, he showcases hard data to support his claim that asset reallocation adds demonstrably more alpha into client portfolios than long term buy-and-hold strategies, and more interestingly, the gap in outperformance is only increasing over time. 30-May-2017

An investment strategy to make money in 2017 Mr. Bond believes 2017, with all the domestic and global headwinds we are seeing now, could be another roller coaster year – which means being nimble with algo based asset allocation strategies can help you buy low and sell high and make money even if the market behaves like it did in 2016. 29-Dec-2016

		Major money making opportunity in this segment Pratik’s call of a Sensex bottom for 2016 at 22,300 came good in March 2016. Is this bottom now going to be threatened in the ongoing correction? Not likely, according to Pratik, who believes the Sensex will take support around the 25,000 levels and will move on to the 35,000 – 40,000 levels over the next 2 years. But, that’s not where the major money making opportunity lies, in his view. 21-Nov-2016

SIP Karo, Mast Raho is poor advice Getting clients to commit to long term SIPs is only the first part of an advisor’s job says Mr. Bond. As the SIP corpus grows, proactively protecting the accumulated wealth is equally if not more important. Your client may “Fill It – Shut It – Forget It”, but you cannot afford to forget your role of wealth protection, especially during times of extreme market valuations 01-Nov-2016

		Important advice for IFAs, from IFAs Advisors are now finding themselves at a crossroads – one which the more experienced ones have seen in previous market cycles, and one which is always difficult to navigate. 19-Sep-2016

A whole new way of looking at debt funds The recent JSPL episode was seen as an avoidable credit accident by most, but Mr. Bond argues that for new investors, there is perhaps a good buying opportunity in funds that are exposed to JSPL’s debt, at its current beaten down valuation 19-Aug-2016

		Accrual funds post JSPL and Amtek Mr.Bond argues that accrual funds should be viewed exactly the same way we see midcap equity funds, while dynamic bond funds are akin to large cap equity funds. We should internalize that some bets in corporate bonds oriented accrual funds may go wrong, but they will nevertheless outperform dynamic and gilt funds in absolute returns terms over a market cycle. 16-Mar-2016

Sensex and dollar targets achieved. What next? In Jan 2016, Pratik Vasa called for a Sensex low at 22,300 and USD high around 70. On Budget day, Sensex and USD came very close to these levels, and turned. Pratik says the bottom for the Sensex for 2016 has been made 10-Mar-2016

<<

of 4

>>

Practice ManagementThink BIG Advisor Speak AMC Speak CEO Speak Straight Talk Gamechangers Wise Advice Mr. Dependable Platform Point

Customer EngagementTarakki Champions MasterMind Innovators Marketing Wiz Advisor Speak AMC Speak CEO Speak

Products & Markets Think Equity Equity Insights Market Views AMC Updates AMC Pages Fund Focus AMC Speak CEO Speak Advisor Speak

Industry Perspectives Industry News Industry Trends Advisor Speak AMC Speak CEO Speak Surveys International Trends

Network Discussion Forum Dealing Room Your Voice FIFA Corner Conferences IFA Associations Advisor Speak Awards

Thought Leaders Editor's Picks

About Us | Contact Us | Disclaimer

Copyright © 2014 All Rights Reserved. Wealth Forum Ezine