As Justyn Walsh writes in Investing with Keynes: âKeynesâ most famous example of the âfallacy of compositionâ was the so-called Paradox of Thriftâwhich notes that saving is good for the individual, but if all individuals increase their savings then aggregate demand will fall, eventually leading to lower savings for the population as a whole.” Also…
In the past six months, RIL is down 15%, and Jio Financials is down by 28%. âIn the coming weeks and months, we will begin pruning our defensive exposure toward more cyclical and growth-oriented segments,” Quant Mutual Fund said in a recent communication to investors. For context, the benchmark Nifty 50 is down 10% from…
My client was very happy with his portfolio returns. Over the last two years, he had made a cool 30% internal rate of return (IRR). âWe should invest more in equity, letâs get aggressive⌠Invest more in small cap funds as it had delivered the highest return,” he explained. When we first met,he was a…
Indian stock market investors should capitalize on the growth potential of midcap and smallcap segments while having defensives like largecap pharma, IT and consumer in their portfolio, said Vikram Kasat, Head – Advisory, PL Capital – Prabhudas Lilladher. In an interaction with Livemint, Kasat said there is more valuation comfort in largecap stocks and investors…
These heavyweightsâHDFC Bank, Reliance Industries, ITC, TCS, Infosys, and Kotak Mahindra Bank, collectively known as Hritik on Dalal Street, account for 40% of the Nifty 50 index. Â View Full Image… Data compiled by DSP MF shows that the market capitalization share of the top ten Nifty companies is hovering around 20%, an all-time low…
Known for his aggressive investments directly in stocks and small- and mid-cap mutual funds, Kumar is now seeking a more balanced and goal-oriented portfolio. âDuring the pandemic, my stock portfolio took a significant hit, and some of the stocks never fully recovered. I don’t want to face such a situation again as I work towards…
