Tag Archives: S&P BSE SENSEX

2020 – The Dawn of the Passive Investing Era in India: Part Two

The previous blog highlighted the significant shifts to passive investing in India. However, Indian passive trends have continued to favor plain vanilla indices due to their ease of understanding, rather than exploring alternative thematic indices, such as the S&P Kensho New Economies Indices or factor Indices. However, once the acceptability and acceptance of passive investment Read more […]

Passive Investing: An Evergreen Option

John C. Bogle is quoted as saying, “the idea that a bell rings to signal when investors should get into or out of the market is simply not credible. After nearly 50 years in this business, I do not know of anybody who has done it successfully and consistently. I don’t even know anybody who Read more […]

COVID-19’s Role in the Changing Landscape of Indian Capital Markets

In the past five years, capital markets in India have witnessed bull and bear phases. The bulls accounted for most of the five-year period; however, Q1 2020 completely changed this landscape. Due to the COVID-19 outbreak, capital markets have taken a beating both globally and locally in India. Exhibit 1 and 2 showcase the five-year Read more […]

Adding the “Factor Flavour” to Indexing

Many people believe that index-based investing and market beta are synonymous. With the growing popularity of index-based investing, exchange-traded funds and index funds based on market benchmarks such as the S&P BSE SENSEX, S&P BSE 100, and S&P BSE 500 are slowly gaining ground. Investors have been familiarizing themselves with market returns linked to these Read more […]

Index-Based Investing: A Simple Solution

Making a suitable investment decision among multiple options has always been a dilemma. Market-linked investment options have generally resulted in apprehensive views from conservative investors who sense that equity markets bear heavy risks. Retail investors who lack an understanding of the markets are at risk, as bull runs tend to promote participation. Index-based investing can Read more […]

Getting to Know the S&P BSE 500

Over the past three to four decades, the Indian equity market has witnessed significant growth, on account of increasing foreign capital flows and participation by domestic institutional investors. The expanding depth and breadth has brought a stronger demand from market participants for suitable benchmarks. The S&P BSE SENSEX launched in 1986 and was the first Read more […]

India ETFs Wrap-up: 2017

Until 2013, the exchange-traded fund (ETF) industry in India was in a nascent stage, with negligible assets under manager (AUM). As of Dec. 31, 2013, the total AUM for ETFs was INR 8,000 crores (or USD 1.2 billion), out of which commodities-based ETFs tracking gold noted the largest share, with total AUM of INR 6,500 Read more […]

Bull Run for the S&P BSE SENSEX Series in 2017

The S&P BSE SENSEX Series comprises three indices, namely the S&P BSE SENSEX, the S&P BSE SENSEX 50, and the S&P BSE SENSEX Next 50. The S&P BSE SENSEX is the oldest and the most-tracked index in India and comprises 30 large, well-established, and financially sound companies within the S&P BSE 100. The S&P BSE Read more […]

Capital Market Performance during Three Years of Narendra Modi Government

On May 16, 2014, Lok Sabha election results were announced and India gave a clear mandate to Narendra Modi’s Bharatiya Janata Party to form the government.  Narendra Modi was sworn in as the 14th Prime Minister of India on May 26, 2014, and his government recently completed three years of being in power.  In these Read more […]

Know your Price Return versus Total Return Indices

Recently, the S&P BSE SENSEX closed above 30,000 (and 31,000 as of 26th May 2017) for the first time, recording a lifetime high in its 31 years of live history.  Immediately, print and online media were flooded with news articles discussing various milestones of the S&P BSE SENSEX. There were columns explaining how market participant Read more […]