Dwaipayan Bose Articles

Nippon India MF has launched a new fund offer, Nippon India Income Plus Arbitrage Omni Fund of Fund. This fund of funds will invest in Nippon India Arbitrage Fund and Nippon India MF debt funds (both active and passive debt funds). The minimum allocation to arbitrage funds will be 35%. The balance allocation will be...

Equity market bounced back after ceasefire between US and Iran. However, the ceasefire did not hold with both sides launching strikes and the Strait of Hormuz, volatility has returned to the market. The broad market benchmark, Nifty 50 TRI is down almost 7% on a YTD basis (source: NSE, as on 17th June 2027). The 10-year G-Sec...

Market sentiment has been weak due to headwinds from continuing FII sell-off and depreciatory pressure on the INR. Though crude oil prices have retreated from the highs, stalemate between US and Iran in the Persian Gulf and prolonged disruption of oil and gas flows due to closure of the Strait of Hormuz has caused...

Equity markets have recovered from March 2026 lows after the ceasefire between US and Iran. The market barometer, Nifty 50 has regained the psychological level. While stalemate continues over control of the Strait of Hormuz and high crude oil prices, market is experiencing a range-bound phase. With reports of progress...

The market has bounced back after United States and Iran agreed on a 15-day ceasefire. Brent crude price has retreated from $110 per barrel level to below $100 a barrel. The Nifty recovered by almost 2,000 points, bouncing back from its 52-week low of 22,331 to 24,330 level. The sharp correction during the 40-day war between...

Franklin Templeton has launched Sapphire Equity Long Short SIF NFO. Equity Long Short SIFs are specialized investment funds (SIF) which can take naked (unhedged) short positions. Minimum investment amount for SIFs is Rs 10 lakhs, which though is substantially higher compared to mutual funds, is significantly lower than...

Global financial markets have been roiled after outbreak of war in the middle east. The war has caused major disruptions in global oil and gas supplies. Brent crude price has surged past $100 per barrel. The Dow Jones is down 6% since the war began. The Nifty 50 has fallen by 9% and is now close to 23,000 level while the Sensex...

Equity market has been volatile for the last 15 months. Though the market recovered from March 2025 lows, market continued to be volatile due to uncertainty about tariffs, geo-political tensions, escalating global trade conflicts, depreciating INR and continuing FII sell offs. Market recovered strongly after US and India reached...

Multi asset allocation funds have been gaining popularity with investors, especially in the current geo-political and economic environment. In the last one year assets of multi asset allocation funds have increased by 59% (as on 31st December 2025). Multi asset allocation funds has been the best performing fund categories...

The Nifty 50 Index made it to its all-time high towards the end of November and has since then retreated for higher levels due to profit booking. The Nifty 50 index clocked gains after RBI cut repo rate by 25 bps, but the rally was short-lived. Despite Q2 GDP growth at 8.2% exceeding expectations, the market scenario is facing...