Contrarian View : Are Large-caps due for a comeback

Today’s Daily Byte

We've made new highs on the Nifty unexpectedly this week, but all has ended quite well.

Today's discussion will be if SIPS will falter ahead. The way we are going, we have a very nice study showing how, in certain scenarios, SIPS may not be the optimal situation, while in other scenarios, SIPS will be the best situation. So, we will discuss all about that in the video below

Reading Time : 4 Minutes

Contrarian view on Large caps

In recent years, mutual fund investments have shown a significant shift in where the money is flowing.

Over the last six years, especially during a period where the market has been largely bullish, it seems that large-cap active mutual funds have not been receiving as much investor attention. In fact, for every ₹10 that has flowed into active mutual funds, less than ₹1 has gone into large-cap funds.

This imbalance raises important questions about investor behavior and future market trends.. . . . .

Reading Time : 4 Minutes

Eurozone benefits from gold

Gold has long been considered a safe haven for investors, and recent trends continue to highlight its importance in a diversified portfolio. One interesting observation comes from the French CAC 40 index, which shows how gold and equities can behave in different ways, especially during times of market stress.

Over the past ten years, from 2014 up until COVID-19, both the French stock market and gold in euro terms moved somewhat together. However, after the pandemic, gold surged significantly while the CAC 40 took a slower path, showing an interesting divergence in their movement.. . . . .

Reading Time : 3 Minutes