Are you over-exposed to Financials?

Saturday, June 10th, 2017

Banks and financial companies have rallied spectacularly over the last one and a half years. In fact now they are the largest component of the BSE Sensex by far. Any correction in financials, could see a very large impact on benchmark and portfolio returns.

Morningstar Investment Conference – Day 1

Friday, October 21st, 2016

This years Morningstar Investment Conference covered a range of topics from some great speakers. The first day had Nandan Nilekani discuss the technology disruption in financial services. There was also a great panel on the current fixed income markets.  We have summarised some of these views in our post.