SKG - Wealth Management

22/11/2019

Interesting take on DHFL's fate with the bankruptcy tribunal. IBC may find it harder to resolve a shadow bank as opposed to non-financial companies due to the absence of laws governing financial firms.

Can an overworked bankruptcy salon deliver the equivalent of a 10-minute trim?

09/10/2019

Currency-risk is preventing inflows from Foreign Institutions that could revive India's Capital expenditure.

If we address currency risks, we could attract inflows from overseas to revive capital expenditure

05/10/2019

RBI Monetary Policy Update

03/10/2019

Artificial intelligence has penetrated almost every area of our lives but investing wisely is proving to be one of the toughest challenges for machine learning.

Artificial intelligence has penetrated almost every area of our lives, from online customer support to facial recognition to self-driving cars

27/09/2019

India's Debt Resolution system is showing great interest amongst foreign funds. The IBC has helped recover a significant 4-Lakh Crore from gross NPA turning global funds into attractive buyers.

ARCs securitises assets and sell the receipts to investors.

19/09/2019

Great interview by Aditya Puri, must watch! Amidst the uncertainty and panic in the banking sector, he provides much-needed clarity while separating the real issues from all the background noise.

'HDFC Bank will be king, with or without me,' says MD Aditya Puri, also responds to Rajnish Kumar's selfish private-sector bank jibe on Altico crisis About C...

11/06/2019

The structural step taken towards broadening and deepening onshore bond markets by regulators is showing results, and with recent inversion of the US yield and India would continue to attract capital in the near future.

FPIs net buyers of bonds worth $384.25 million since January, FIIs net sellers of $1.65 billion bonds in January-February.Experts think that the inversion of the US bond yield curve could lead to capital coming into emerging markets like India

22/05/2019

Most investors cite market uncertainty and ambiguity with elections, stats show that one should not over-emphasize their impact and stay on course with long term investment goals.

Credit Suisse has been very consistent in its attempt to debunk the view of elections impacting the market. Neelkanth Mishra, co-head of equity strategy for Asia Pacific, has often reiterated that stance by telling Indian investors not to over emphasize the impact of elections.

01/05/2019

Debt market investors are shifting focus from MFs, opting for direct NCDs that are cost effective and provide more transparency.

Over the last one year, debt MF schemes have written off their investments in IL&FS.

23/04/2019

Search for a higher yield in a low-return world is turning funds to emerging markets!

Fund managers are most bearish since October 2016 on 12-ky assets such as EM equities.

13/04/2019

Private debt investments, increasingly favored over conventional debt instruments, have now become an asset class in their own right. Here’s an in-depth analysis of private debt’s promising future outlook, it’s growth factors and impact on investor portfolios.

What is Private Debt? Private debt is the debt accumulated by private companies in forms of corporate bonds, business loans or non-convertible debentures. It involves the lending activity carried out by entities other than banks such as NBFCs, High Net Worth Individuals, Debt Funds and Institutions.

19/03/2019

High yielding corporate bonds continue to attract FPIs.

Indias benchmark bonds are now yielding 4.84 per cent, adjusted for consumer price inflation.