Q) Mutual fund investors confident despite weak macros and volatile equity markets which is a positive sign. Investors have pumped Rs 1.2 lakh crore into various mutual fund schemes in January. But, this time small & midcap schemes also attracted a large sum of money. Do you think the lull in small & midcaps is over?A) The Nifty Midcap index has now valuation of around 24-25 PE, which is around its long-term average valuation. It touched a heady 110 times PE in 2017. … [Read more...] about ‘Coronavirus leaves opportunity for Indian cos to fill the gap left by Chinese manufacturers’
Fed
‘MCX Silver to remain bullish in short term on safe haven demand, falling gold-silver ratio’
Signs of supply chain disruptions are evident. Recently Apple announced that the company is unlikely to achieve its first quarter revenue due to reduced supply chain and transportation. The falling treasury yields are emerging signs of recession where US 3-month bond yields are higher than the US 10-year bond yields increasing risks of recession and slower growth. … [Read more...] about ‘MCX Silver to remain bullish in short term on safe haven demand, falling gold-silver ratio’
