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Rebalancing protects risk profile, but frequent churn can hurt returns. Use threshold-based rules to stay efficient.
Use stepped SIP contributions, asset bands, and review checkpoints to keep investing consistent when markets swing.
The July–September 2025 quarter truly embodied this idea. A period of contrasts and market swings. Globally, optimism was building as investors grew confident that central banks were moving toward rat...
When we look back at the last three months, the headlines might have felt unsettling — conflicts flaring up in different corners of the world, new trade barriers, and local tensions too. But if there’...
Sun Tzu's timeless wisdom, "In the midst of chaos, there is also opportunity," encourages us to recognize that periods of change and uncertainty can be fertile ground for growth and innovation, if app...
Factor-based investing in India has gained significant traction in recent years, particularly with the rise of smart beta strategies and the growing sophistication of Indian investors. This approach f...
This quarter has been pivotal, with significant developments affecting our domestic and international investment strategies. Critical updates include opportunities at GIFT City, shifts in our internat...
Given the Israel – Palestine conflict started in early October, we at FinAtoZ would like to present our analysis of the situation and whether it warrants any changes in your current investment portfol...
We started the year with Russia-Ukraine war and it seems we are going to end with possible conflict between China & Taiwan. Inflation was at multidecade high not only in developing countries, but even...
“There are decades where nothing happens; and there are weeks where decades happen”
“War does not determine who is right- only who is left”
“In this world, nothing is certain except death and taxes”
The unabated bull run in equity markets since last one year is making people nervous . Situation on the ground feels pretty grim with multiple lockdowns since the advent of Covid. 2nd wave has been de...
Despite slowdown in the economy and low GDP growth numbers, Sensex 30 continued to rally in the month of Nov. A deeper look however, tells a different story. The market rally was limited to only a few...
Followed by roller coaster rides of Indian equity markets over the last few months, the Sensex touched its lifetime record high in the previous month. The Indian Markets which hit the record highs in ...
The Indian markets had a rollercoaster ride last month. The markets headed lower during the first half of the month. It staged a sharp recovery on announcement of lowering of the corporate taxes. This...
As we have been communicating during last few months, the Indian markets continued its downward trend in the month of Aug as well. Few economic indicators like Automotive sales and GDP growth numbers ...
Union Budget that was presented on 5th of July, has triggered a steep decline in the domestic India markets. Sensex has tanked by 6.2% and Nifty 50 by 6.4%. Mid and small-cap categories declined to th...
2019 has been an year full of surprises. Even though Sensex touched all-time highs, the returns didn’t seem to translate for the investors. Main reason for this anomaly was the fact that very few comp...
Indian markets have corrected sharply post budget. This correction, in our view, provides a fantastic opportunity for the long term investor to increase allocation to equities as an asset class. If on...
The Union Budget 2019 clearly focused on the middle class, farmers and small traders. It will be an income boost to the middle class and farmers. For the salaried class, the full rebate for the indivi...