As interest rates begin to soften, fixed income investors are increasingly revisiting the role of bond duration in shaping portfolio returns. In an insightful conversation, Gautam Kaul, Senior Fund Manager – Fixed Income at Bandhan AMC, breaks down how duration plays a critical role in enhancing returns during a falling rate environment. From the mechanics … Read more
Let’s start with your personal story I was born in Mangalore, to a business family and have moved around quite a bit. I hold a Bachelor’s Degree in Commerce (Sydenham, Mumbai) and a Post Graduate Diploma in Management (PGDM – T.A. Pai Management Institute), which laid the foundation for my career. My academic background and … Read more
The DSP Mutual Fund recently introduced the DSP Nifty Private Bank Index Fund, an open-ended scheme that tracks the Nifty Private Bank Index. This fund offers investors a targeted approach to the private banking sector in India. The NFO will be available from February 14, 2025, to February 28, 2025. Investors have the option to … Read more
“I guess the single most important variable for emerging markets, even probably bigger than Fed is the dollar trajectory and DXY has come down from 114 to 100 now and it has gone back to 103 odd. So the fact that dollar has weakened, bottom up we have a service export story going,” says Manish … Read more