We recently caught up with Shridatta Bhandwaldar, head of equities at Canara Robeco Mutual Fund, to understand his thoughts on the current market set up and the broad brush investment strategy of the fund house in today’s context.
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Today, most investors are uncertain about whether the market has reached its peak or not. To reduce this risk, investors could consider the NFO route so that it will decrease the risk of a market correction on their portfolio.
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We began our discussion with Vinit Sambre of DSP Mtuual Fund by asking him about market fundamentals vis-à-vis the liquidity position, to which he offered an elaborated and interesting perspective. Read on…
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Momentum feeds momentum and investing in value is like catching a falling knife: the chorus was getting louder until recently. However, the scenario changed quite dramatically over the last 1-2 months. Value as a theme has beaten the broader markets with S&P BSE Enhanced Value Index galloping through. Some experts aren’t much enthused about the comeback of the value theme
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In the current turmoil, it is very tough to predict when the credit environment will become stable. Therefore, a lay investor should not invest in this category for at least the next 6 months. They should look at this category only when the economic condition becomes more favourable.
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Liquid funds have always been considered an excellent option to park contingency funds as they provide requisite safety and liquidity to investments. But things have changed and the returns from liquid funds have fallen significantly.
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