Sunil Jhaveri
Investment Advisor, Author & Coach. Only Investment & Life fundas. I have conviction in my ideas & hence consistency in my Advice. Digest them or ignore them.
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There seems to be influx of Multi Asset NFOs. @MotilalOswalAMC came with Debt oriented version and now @NipponIndiaMF is coming out with Equity version. Is this another fad or i...
#Goal Based Investing vs #PortfolioProtection Debate: Sharing my response to that debate: 👇 I have a totally different take in this Goal based investing and communication with In...
Hi. Post viewing my Webinars, many Investors are asking me on what and how I have designed Market Zones and when they should invest/disinvestment from Equity to DAAF, etc. Please...
My answer to questions regarding investing in International Funds at this juncture. I am creating a thread as it will be a little longish answer:
Current Credit Risk fiasco can be traced back to Regulator when they recategorised #AccrualSchemes as #CreditRisk. That gave open mandate to FMs to take this risk. It was up to #...
All of us are aware of the winding up of 6 Credit Risk Funds by Franklin Templeton. This is what I have understood from them and its implications for existing Investors. Finally, i...
Advisors can actually build their entire MF practice by only selling #DAAF and still give the best Investment Experience. DAAF takes care of: 1. #AssetAllocation 2. Value based...
Based on this comparison, many have asked me whether Counter Cyclical DAAF schemes are not good to protect downside? Answer is NO. They are equally good. https://t.co/3g1KiitBSU
Does it mean markets cannot correct from this point onwards? Clearly no. Markets can correct from this level as well. In 2008-2009 correction, Market PE had gone to as low as 11. C...
Let me now share my thoughts on Equity Investing. Though current Equity Market crisis is attributed to CORONA VIRUS; according to me it is a combination of both CORONA VIRUS as wel...
Debt Markets facing lack of buyers: Since 9th March, 1 yr CD rates have gone up by 50 bps, 2-3 yr AAA PSUs yields have gone up by 50-100 bps, blue chip HFCs like HDFC bond yields h...
1. In the back drop of @YESBANK Bank fiasco and total write off of AT1 Bonds issued by them, it is necessary to understand what is AT1 (aka Perpetual Bonds) and what should the Inv...