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Negative effects of a prolonged bull market

Truemind Capital

Like the circle of life, good times are followed by bad times, and bad times are followed by good times, stock markets also go through cycles of excessive greed/optimism to excessive fear/pessimism. For the sustainable long-term progress of financial markets, corrections are healthy and useful.

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Financial Market Round-Up – Apr’24

Truemind Capital

Equity Market Insights: A few themes are dominating the equity markets worldwide and in India. Many investors decide their investments based on themes which have already gained a lot of popularity. Therefore, we maintain our underweight position to equity (check the Model Portfolio Current asset allocation below).

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Negative effects of Bull Market

Truemind Capital

Like the circle of life, good times are followed by bad times, and bad times are followed by good times, stock markets also go through cycles of excessive greed/optimism to excessive fear/pessimism. For the sustainable long-term progress of financial markets, corrections are healthy and useful.

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Friday links: a complex reality

Abnormal Returns

(theirrelevantinvestor.com) A proper asset allocation is a precondition to avoid market-related panic. rogersplanning.blogspot.com) Joe Wiggins, "Financial markets are about the decisions made by other people." medium.com) In Silicon Valley, investing in your friend's startup is the currency of the realm.

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Friday links: principles and beliefs

Abnormal Returns

Strategy When should you change your asset allocation? bnnbloomberg.ca) Tiger Global is reportedly halting new investments in China. washingtonpost.com) Housing The housing market is worse than you think. abnormalreturns.com) Why rough edges remain in financial markets: people. Not all that often.

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Financial Market Round-Up – Oct’24

Truemind Capital

That’s exactly what we’ve seen in India’s financial markets in the quarter ending September 2024. Here is what’s happening currently- Stock markets are rising Bond Prices are increasing / Bond Yields are falling Gold is trending upwards Real Estate Prices are inching upwards ALL KEY ASSET PRICES ARE GOING NORTHWARDS!

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Financial Market Round-Up – July’24

Truemind Capital

Given the high valuations and fuzzy near-term outlook, our ideal strategy is to stick the asset allocation framework which best suits our risk profile. Our tactical allocation to Chinese equities has been bearing fruits despite continued domestic demand challenges and real estate sector issues.