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RBI keeps policy rate & stance unchanged, but slashes inflation projection – giving a dovish undertone As expected, the RBI Monetary Policy Committee (MPC) kept the policy repo rate unchanged (with all MPC members unanimously voting for the same). It also kept the monetary policy stance unchanged at “calibrated tightening”, although one MPC member voted … Continue reading CIO comments on RBI Bi-monthly Policy, December 2018
Read MoreAbove article is published on “The New Indian Express ” online news portal, for more information visit: – http://www.newindianexpress.com/business/2018/nov/30/bajaj-allianz-life-looks-to-it-pharma-stocks-in-2019-1905360.html
Read MoreAbove article is published on “Mint ” online news portal, for more information visit: – https://www.livemint.com/Money/jD4yv2IqNOYAOIFy7mQC3M/Bajaj-Allianz-Life-stock-bets-for-2019-IT-Pharma.html
Read MoreAbove article is published on “Business Standard” online news portal, for more information visit: – https://www.business-standard.com/article/reuters/bajaj-allianz-life-looks-to-it-pharma-stocks-in-2019-118112901313_1.html
Read MoreAbove article is published on “Reuters” online news portal, for more information visit: – https://www.reuters.com/article/bajaj-allianz-life-cio/interview-indias-bajaj-allianz-life-looks-to-it-pharma-stocks-in-2019-idUKL4N1Y44XR
Read MoreClick Here To download Market & Macro Review – Headwinds become Tailwinds November2018
Read MoreClick here to download Macro Economic Heatmap – October 2018
Read MoreYou have managed mutual funds, insurance and hedge funds. Can you share the difference in fund management style amongst the three? Basic investment management philosophy and processes are quite similar, irrespective of the investment product
Read MoreInvestors on Dalal Street should not panic and continue to invest in equities systematically to achieve their life goals, as a major correction in the domestic equity market seems to be over for now, says Sampath Reddy, Chief Investment Officer, Bajaj Allianz Life Insurance
Read MoreThe Indian markets presently seem to be in a consolidation mode, and the correction has been accentuated by various macro challenges like elevated crude oil prices, rupee depreciation versus the dollar and the recent credit and liquidity crunch due to default by a major infrastructure lender. Global risk aversion — led by rising interest rates … Continue reading Investors Underweight on Equities Should Buy On Dips
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