Archive for February, 2007

Asset Allocation- The key factor in your Portfolio Performance!

Asset Allocation owes its origins to the Nobel Award Winning Professor Harry Markowitz’s Modern Portfolio Theory or ‘ Mean Variance Analysis’. Research conducted over long periods of time on markets and specifically on equities, bonds and cash indicated that the proportion of these 3 major categories played a vital role in the portfolio performance. [...]

India Strategy for 2007 – Key Take Aways

Indian markets continued the bull run for the fourth straight year with 46% returns
in 2006.
FII flows in the Indian equity markets for the year 2006 stood at $ 8 billion
compared to $ 10 billion in 2005.
Domestic mutual funds contributed $ 3.5 billion. It is 17% higher than last year.
This is a healthy sign which indicates [...]