Quarterly Updates

QUARTERLY UPDATE JAN-MAR 2025

In the midst of chaos, there is also opportunity

Sun Tzu's timeless wisdom, "In the midst of chaos, there is also opportunity," encourages us to recognize that periods of change and uncertainty can be fertile ground for growth and innovation, if approached strategically.

As the Indian markets find their footing, it's an opportune moment to pause and draw inspiration from the wisdom of legendary investors and thinkers. This is also a time to reassess the strategies and decisions we've …

Continue reading »

Quaterly Update- Dec, 24

FACTOR INVESTING  &  FINATOZ INTERNATIONAL OFFERING

Discover the power of factor investing in India with smart beta strategies and global diversification through FinAtoZ’s Global Growth Portfolio. Explore investment opportunities in ETFs, PMS, and international markets.

Continue reading »

Quarterly Update-Jun, 24

Dark City Photo Earth Hour Day Instagram Post (3)

This quarter has been pivotal, with significant developments affecting our domestic and international investment strategies. Critical updates include opportunities at GIFT City, shifts in our international portfolio, new hybrid fund categories, and more.

1.GIFT City – Opportunities for Investment:

Gujarat International Finance Tec-City (GIFT City) offers options to invest in both overseas markets and domestic investments through Portfolio Management Services (PMS), Alternative Investment Funds (AIF), and real estate. Taxation …

Continue reading »

Quarterly Update-Dec, 23

Quarterly Market Update Dec23

Given the Israel – Palestine conflict started in early October, we at FinAtoZ would like to present our analysis of the situation and whether it warrants any changes in your current investment portfolio.

As of now, inflation continues to be high globally. With this escalation, the crude oil price will likely remain elevated. Higher crude oil prices would not allow inflation to cool, so the interest rates will likely remain …

Continue reading »

Quarterly Update-Sep, 22

quarterly update sep2022 blog image

“Time heals everything”

Markets have proven again and again that it is certainly true for the markets.

We started the year with Russia-Ukraine war and it seems we are going to end with possible conflict between China & Taiwan. Inflation was at multidecade high not only in developing countries, but even in developed economies like US, Europe, etc. Everyone including us will see geographical disputes, GDP, Pandemics, Calamities as a …

Continue reading »