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  Get ready for a secular bull run
Demonetization can leave a deflationary impact over the next 2 quarters, which will affect many sectors in the near term. But, Nilesh asks us to look beyond, to understand the deep structural impact that GST and demonetization will have on our economy over several years – an impact that will set the tone for a secular bull run in the years ahead.
25-Nov-2016

Regressive? Maybe. Practical solution? YES!
Discussing the launch of Motilal Oswal’s Dynamic Equity Fund which auto-allocates across debt and equity on the basis of the MOVI model, Aashish is his usual forthright self in discussing the role of this solution in delivering superior investor experiences.
01-Sep-2016
 

  Irrespective of cycles, there are enough opportunities to make money
Raamdeo Agarwal gives us crisp responses to 5 key questions that are top of mind for distributors on the market situation.
03-Mar-2016

New CEO aims to double AuM next year
Swarup Mohanty is setting a cracking pace for Mirae Asset upon his elevation to the top job. His immediate aim: to more than double the AuM from 3000 crs to USD 1 Bn (6800 crs) by next year.
25-Feb-2016
 

  This tax season – review, reflect and resolve!
Don’t wait for frantic calls from clients towards the end of the financial year for tax related investments. Kailash Kulkarni says just as you advise your clients to start early, so should you – in terms of alerting them to complete their tax planning related investments.
14-Jan-2016

Begaani shaadi mein Abdulla diwana!!
The old Hindi muhavara that Nilesh Shah, Kotak MF, has chosen as the title for this article that he authored in light of the current market volatility, neatly sums up the situation for Indian markets
26-Aug-2015
 

  Acche din ahead or only bak bak?
Jim Rogers gave an interview recently where he said that the Modi Government has done nothing but talk, and went on to talk about his disappointment with the Indian equity story. Nilesh disagrees on both counts and provides lucid rebuttals in an open letter to Jim
06-May-2015

A genuinely “balanced” Balanced Fund
Is a balanced fund with 70% allocation to equity really balanced? That’s the question that Nandkumar Surti asks as he explains the product construct of the new JPM Balanced Advantage Fund – a fund that he believes is a genuinely “balanced” Balanced Fund, yet retains the tax advantages of an equity oriented fund.
17-Mar-2015
 

  This Budget is transformational – just like 1991
Nilesh Shah believes what we are seeing today is a transformational phase, perhaps as significant as what we saw in 1991.
28-Feb-2015

From fringe player to mainstream competitor in 2 short years
Motilal Oswal AMC closed Jan 2015 with an equity AuM of over Rs.5,000 crores across its MF and PMS platforms – which now puts the fund house within the top 15 AMCs in the equity space. In a span of just 2 years, Aashish Somaiyaa and his team have steered what was once seen as a fringe player, to a mainstream competitor in the equity management space
02-Feb-2015
 

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