Category Archives: India

FII Net Flow – Tell it to Sweeney!

The Indian Stock Market has continued to be volatile recently. The Lok Sabha election and the formation of the new Indian government boosted the stock market to an all-time high. The S&P BSE SENSEX Price Return Index surged and went beyond the threshold of 25,000 points. FII activity also increased with the positive sentiment and outlook of the Read more […]

Sector Investing: Another Approach

As markets are becoming more advanced and mature, investment strategies are incorporating different styles and methods to achieve desired returns.  There are growth and value styles, fundamentally driven strategies, tactical allocation strategies, sector-based strategies and the list goes on. We never know when a trend toward a certain style or strategy may take off and Read more […]

Is Small The New Big?

The recent launch of our S&P Dow Jones Indices India Index Dashboard brought to my notice the S&P BSE Small Cap Index. While the month’s report card was mostly green for the Indian indices due to the optimism in the Indian stock markets, the S&P BSE Small Cap Index did shine through. The S&P BSE Small Read more […]

Focus on long term planning

Many political analysts wrote about coalition politics in India with a deep rooted perception that it is here to stay forever. A stable central government with a single party majority is now a reality!! This has rightly been referred to as the beginning of a new era for India with a significant shift from complicated Read more […]

The Gold War of India’s Policy vs. U.S. Economy

The S&P GSCI Gold lost 3.9% in May and has hit its lowest index level since January. This questions whether gold can recover after its biggest historical drop since 1981.  According to the Federal Reserve, the U.S. economy is strengthening, labor market conditions are improving and inflation has been low in the expanding economy.  According to Read more […]

Building the Indian Skyline

Since the global recession in 2008, India has been witnessing a slower real growth. Despite being a labor surplus country, India lacks adequate infrastructure to sustain the growth of labor-intensive industries which provide employment to the unskilled to semi-skilled workforce. The Global Competitiveness Index published by World Economic Forum placed India on the 3rd position Read more […]

S&P BSE SENSEX – Does it really reflect the performance of the Indian Capital Market?

It’s hot out there in India. Is it because of the peak of summer? Or because of the Modi swearing in as a PM? Or because of the S&P BSE SENSEX is reaching new highs in the past few weeks? On May 9, 2014, the index reached another new, all-time high of 23,048.49 (price return Read more […]

Building the Hope for Change

Last week India witnessed a historic event at the declaration of its 16th Lok Sabha election results. After a span of over 30 years has there been such a majority mandate handed out by the Indian voters who confirmed their need for change. Equity Markets The Indian equity market investors greeted the news favourably with Read more […]

Investing and keeping it Simple! Part Two

The ongoing debate around the inadequate financial literacy in this country continues. We often  attribute this to the slow growth of our mutual fund industry, which still have a sea of investors who need to wake up to understanding the benefits of this industry. I ran a quick poll in my personal network of family Read more […]

Investing is Simple…Really?

Investing, for some can be a pretty cumbersome task. Surprisingly, many professionals may also confess to being lazy in the “investing” department. Very often investment houses enthuse the dormant investors with a rendition of a very popular slogan, “You are working hard for money, but is your money working hard for you?” It’s the same Read more […]