How much should we invest in Gold?
Whenever the US fiscal deficit was high and whenever USA debt to GDP was high and whenever USA printed money abundantly, gold performed better. This was the situation in between 1970-80, 2000-2011 and of course once again now in 2020 - 2021.
The current situation is indeed familiar- USA debt to GDP is high and the US Fed is printing money every day and Gold should do better as per historical patterns. But based on the past 10-year historical returns, investors are still skeptical about adding gold. However, history has shown that gold is expected to do better soon.
So is gold still glittering? We took a look at gold as an asset class and what factors contribute to it rising or dropping, Read More. Basis the current situation then we contemplated how much to allocate in gold.
SEBI Amends rules to empower
Independent Directors
SEBI has amended the rules pertaining to appointment, removal and remuneration of independent directors and the new rules will come into effect from 1-Jan-2022. According to the new rules, appointment, removal, re-appointment, remuneration of independent directors will be done through special resolution through voting of shareholders and votes in favour should be three times more than against the resolution.
Five emerging trends for the Equity Markets
Aditya Birla Sun Life AMC’s AIF Team has released “Trendspotting Report”. This report analyses the big trends that have played out over the last couple of decades through looking at the past market data. Through this, one can decipher the interplay of various macro and micro factors coming together to create a market cycle that features set of industries. This report currently identified five of similar trends across the sectors.
Fed Officials say tapering is near, advancing discussion on rate hike
US Federal Reserve officials have indicated that they are eying fourth quarter of this year for the beginning of bond purchase taper but is open to an even earlier start if the job market keeps its recent torrid pace of improvement. Basically, tapering will significantly reduce the fresh liquidity injection into the system which was the new normal for past 17 months and it also implies that strong revival of economic activity.
Interest rate movement upwards would be negative for gold since gold returns will come down and money will move to debt as returns will be seen in debt.
NSE to allow trading in stocks listed in US Markets through NSE-IFSC Platform
Currently, Investment in direct US equities has to be done through opening of broker account with US based stock brokers and also cost of investment / trade in direct US equities is bit higher OR if you would like to invest in US equities in hassle free manner, the available options are mutual fund (Fund of Fund, ETF) route. In this context, Now, NSE is to allow trading in specific US listed stocks via NSE-IFSC Platform. There is a need of separate demat account to be opened with IFSC. And NSE is yet to release operational modalities of this announcement.
Performance of Commodities, Currencies and Equity Indices
- AS ON 30 JULY 2021 -
How much should we invest in Gold?
Whenever the US fiscal deficit was high and whenever USA debt to GDP was high and whenever USA printed money abundantly, gold performed better. This was the situation in between 1970-80, 2000-2011 and of course once again now in 2020 - 2021.
The current situation is indeed familiar- USA debt to GDP is high and the US Fed is printing money every day and Gold should do better as per historical patterns. But based on the past 10-year historical returns, investors are still skeptical about adding gold. However, history has shown that gold is expected to do better soon.
So is gold still glittering? We took a look at gold as an asset class and what factors contribute to it rising or dropping, Read More. Basis the current situation then we contemplated how much to allocate in gold.
SEBI Amends rules to empower
Independent Directors
SEBI has amended the rules pertaining to appointment, removal and remuneration of independent directors and the new rules will come into effect from 1-Jan-2022. According to the new rules, appointment, removal, re-appointment, remuneration of independent directors will be done through special resolution through voting of shareholders and votes in favour should be three times more than against the resolution.
Five emerging trends for the Equity Markets
Aditya Birla Sun Life AMC’s AIF Team has released “Trendspotting Report”. This report analyses the big trends that have played out over the last couple of decades through looking at the past market data. Through this, one can decipher the interplay of various macro and micro factors coming together to create a market cycle that features set of industries. This report currently identified five of similar trends across the sectors.
Fed Officials say tapering is near, advancing discussion on rate hike
US Federal Reserve officials have indicated that they are eying fourth quarter of this year for the beginning of bond purchase taper but is open to an even earlier start if the job market keeps its recent torrid pace of improvement. Basically, tapering will significantly reduce the fresh liquidity injection into the system which was the new normal for past 17 months and it also implies that strong revival of economic activity.
Interest rate movement upwards would be negative for gold since gold returns will come down and money will move to debt as returns will be seen in debt.
NSE to allow trading in stocks listed in US Markets through NSE-IFSC Platform
Currently, Investment in direct US equities has to be done through opening of broker account with US based stock brokers and also cost of investment / trade in direct US equities is bit higher OR if you would like to invest in US equities in hassle free manner, the available options are mutual fund (Fund of Fund, ETF) route. In this context, Now, NSE is to allow trading in specific US listed stocks via NSE-IFSC Platform. There is a need of separate demat account to be opened with IFSC. And NSE is yet to release operational modalities of this announcement.
Performance of Commodities, Currencies and Equity Indices
- AS ON 30 JULY 2021 -
