Carnage or Best Opportunity before LS24 Elections? Small Caps and Midcaps witnessed Black Wednesday today. After Stellar Performance in last 15 Months, Profit Booking was always on the Cards and we had been asking Investors to Stay Invested in Liquid Funds since November 2023.. What lead to the Fall? SEBI asked Mutual Funds to Moderate […]
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BO Advisor
Equity , Mutual Fund Investment 2024
SIP Flows remain strong The inflows into Indian Markets through SIP have been growing above ₹15000 cr mark since July 2023. Average for the last 7 months of FY24 is around ₹15300 cr. In FY23, average monthly inflow was at around ₹13000 cr. The total inflow has reached to ₹107000 cr in the first seven […]
Market Outlook 2024
We are entering an eventful period We see several factors in the next few months that will set the course of global and Indian markets in H1CY24. (1) The duration and magnitude of peak interest rates in the US and other developed economies will determine the strength of the global economy and investment sentiment in […]
India Equity Market Outlook IN CY23
Indian Markets created history in CY23 with the Nifty surpassing 20000 on 11th September 2023 for the first timeand BSE Sensex surpassing 67900, with both Indexes gaining around 13% in CY23YTD. The Nifty Midcap Index andSmallcap Index outperformed and gained around 39% and 48% respectively, during the same time. The up move in Indianmarkets was […]
Fixed Income Market Update: June 2020
Fixed Income Market Update: June 2020 During the month short term money market, corporate bond and short term gilt yields fell. Ample banking system liquidity, low supply and demand due to inflows in MF debt schemes were the main reasons. 1 yr money market and tbill lvls rose slightly as did ten yr gilt yield. […]