Anand Rathi Wealth Limited’s Post

Highlights from our 2QCY Investor Call 2024 - Snippet 1 In this snippet, we explore the significance of understanding economic cycles, focusing on the current inflationary cycle in India and globally. We discuss how successful portfolio construction involves selecting companies, determining exposure, and managing cash deployment, with a strong cycle often seeing over 75% of sector companies experiencing expanding RoE. Aligning investments with the right economic cycle is crucial for achieving superior portfolio performance. #ITUSCapital #InvestmentStrategies #EconomicCycles #Inflation #PortfolioManagement #ReturnOnEquity #FinancialMarkets #InvestmentPhilosophy https://lnkd.in/gBkphnW5

The Importance of Diversifying Your Investments 🌐 Ever heard the saying, "Don’t put all your eggs in one basket?" 🧺 When it comes to investing, this advice is golden. Here's why diversification matters: 🔄 Reduces Risk: Spreading your investments across different asset classes (stocks, bonds, real estate) helps protect against market volatility. If one asset underperforms, others may compensate. 📈 Enhances Returns: Diversification allows you to benefit from multiple sectors and regions, increasing the potential for consistent growth over time. ⚖️ Balances Exposure: Different assets perform differently in various market conditions. A well-diversified portfolio ensures you're not overly reliant on the performance of a single investment. In a world of uncertainty, diversification is your financial safety net! #finance #india #investment

Beating Volatility With Multi-Asset Investing Investors often don't know how to respond to market volatility. Should they wait to invest? Or should they jump in before it's too late. The India VIX doubled from April end to mid-May. FIIs pulled out money and the market caught election fever. The truth is there’s always something that’s causing the markets to react in unexpected ways. Join us for a session where we’re talking about how you can stay ahead of the curve with multi-asset investing. Speaker: Samyuktha Vibhu, Principal Fixed Income Specialist Date: 1st June 2024, Saturday Time: 10 AM - 11 AM IST Registration Link: https://bit.ly/3QZhzAw #Multiasset #investing #investor #stockmarket #vix #election #webinar #SPHEREPMS #ithoughtpms

Beating Volatility With Multi-Asset Investing Investors often don't know how to respond to market volatility. Should they wait to invest? Or should they jump in before it's too late. The India VIX doubled from April end to mid-May. FIIs pulled out money and the market caught election fever. The truth is there’s always something that’s causing the markets to react in unexpected ways. Join us for a session where we’re talking about how you can stay ahead of the curve with multi-asset investing. Speaker: Samyuktha Vibhu, Principal Fixed Income Specialist Date: 1st June 2024, Saturday Time: 10 AM - 11 AM IST Registration Link: https://bit.ly/3QZhzAw #Multiasset #investing #investor #stockmarket #vix #election #webinar #SPHEREPMS #ithoughtpms

Our Director, Rajan Sarkar, highlights the growth potential of equities and how historical data supports a more optimistic view of equity investments than commonly perceived. Know more: https://lnkd.in/daArpwC8 #mathematicalrevolution #financialplanning #wealthmanagement #mutualfunds #anandrathiwealth #india #indian #investment #investor #investmentideas #databacked #leadershipinsights #riskmanagement

As India catapults into the most formidable economies in the world, Indians are getting wealthier and more connected to the rest of the world. With the rise also arises their need to have portfolios which benefit from global megatrends AND diversify their asset base to cater to future forex liabilities. While we are also witnessing incremental positive measures being taken to smoothen the journey of an Indian investor to global investing, the global market is also going through some interesting developments! Read our latest #MarcellusNewsletter on our Global Compounders Strategy where we delve into these aspects in detail. https://shorturl.at/rbX4Y

🚀 Explore the future of NRI investments with our latest blog post! 💼💸 Share your thoughts below and let's discuss the trends and predictions together. Don't miss this valuable insight! #NRIInvestments #FinancialTrends #HDFCLifeInternational #BenefitsforExpats https://wix.to/98a6pal

Investment in the Indian capital markets through participatory notes (P-notes) slightly declined to Rs1.43 lakh crore in January-end over the preceding month amid cautious stance adopted by the foreign investors owing to high valuation. Check out the full story :https://lnkd.in/g2WRdiDC #capitalmarkets #pnotes #investment #fpis #stockmarket #hybridsecurities #equities

Domestic equities saw their worst week in nearly two months despite a minor relief rally on Friday, as foreign institutional investors pressed the sell button and many domestic investors chose to take risk off the table due to uncertainty amid the ongoing General Elections. On top of this, the Reserve Bank of India’s draft norms on project financing further spoil the market sentiment. The Nifty 50 ended the week 1.9% or 421 points lower at 22,055.20 points, and the Sensex fell more than 1,200 points or 1.6% to 72,664.47 points. With this, the indices also snapped a two-week winning streak.

Am I calculating wrong? Surprisingly the mean, mode, and median of Nifty-50’s trailing P/E ratio over the last 24 years are all 21 !!!! The current trailing P/E is 23.27 If all three are same could 21 be the fair value benchmark for Nifty-50? Since the mode is also 21, it seems the Indian markets tend to stabilize at this valuation more often. This consistency could be a valuable guide for long-term investment strategies. #nifty #investing #markets