Tag

#assetclasses

Browsing

Equity Market Insights: A few themes are dominating the equity markets worldwide and in India. Many investors decide their investments based on themes which have already gained a lot of popularity. Here are some of the popular themes and the risks associated with them: Falling Interest Rates: There has been earnest demand by market participants to cut interest rates in the US and other developed economies on the back of falling inflation rates. Central Governments…

Equity Market Insights: “Investing is 5% intellect and 95% temperament. It means finding the strategy that will allow you to sit quietly when your emotions are screaming at you to do the wrong thing.” – Ian Cassel Unfortunately, having the right temperament for investment is not common. Stories of someone in your circle making a lot more money than you have a great potential to disturb the peace of mind and create an urge to…

Sentiments of greed, fear, and confusion are transient in the equity market. The sentiment cycles are permanent. Most of us have come across the following chart of the sentiment cycle. For those who are uninitiated, the below chart represents the cycle of greed and fear in any asset class with varying degrees of emotions. Sentiment cycles move from one extreme of greed to another extreme of fear which takes valuations also to extremes from their…