Sunday, October 22, 2017

Despite being in a bull market for 8 years, this equity strategist believes that the run is far from spent.

Ridham Desai on why the bull run will last for a few more years

It has been 30 years since Black Monday, the biggest one-day fall in stock market history. What happened and how do today's markets compare to 1987?

Black Monday: What have we learned?

John Rekenthaler, VP of research for Morningstar, shares a light perspective on the Nobel prize winner.

Richard Thaler: The People's Economist

Here are the 10 articles from which were of most interest to our readers over the past fortnight.

Most popular articles on Morningstar

Having seen the investing world from several angles, four skills stand out as governing most of outcomes.

The 4 fundamental skills of all investing

This IPO by Reliance Nippon AMC is the first in the asset management industry.

Insurance, asset management capitalise on IPO boom

Overall, all these investors feel that the bull run does have a lot of strength in it. Here are a few quotes from the conference.

What these market experts have to say

Magellan co-founder and portfolio manager, shared some interesting views at the Morningstar Individual Investor Conference in Sydney.

Buffett, Munger and disruptive technology

The 10 winners of complimentary passes for MIC 2017 also stand a chance to win an iPad.

Congratulations to the winners of Investing Mastermind quiz

Here are a couple of pointers than will help you make the right decision.

5 points to note when buying life insurance

AMCs will have to send their proposals to SEBI on rationalizing schemes in two months.

Each category to have one scheme: SEBI

Anup Maheshwari shares his perspective on the role of corporate governance, need for scheme mergers, competitiveness of TER and more.

'It is better to manage fewer funds with longer term track records'

India ranks 40 amongst 137 economies. Here's how the ranking was arrived at, and the top 10.

The 10 most competitive economies in the world

How PIMCO and Morningstar perceive risk levels in the global marketplace.

How to view global risk right now

Kaustubh Belapurkar explains why SEBI's move to allow funds to use IRFs is a positive one conceptually.

Our view on IRFs to hedge against volatility

As one AMC decides to opt for the TRI, a look at what it is all about and its impact.

Understanding Total Return Index

In today's market, the advice would be not to get too comfortable with excesses.

How to tread in today's market

Stock investors must always have an intrinsic value in mind. But they must also understand the difference between that as against the target price.

The intrinsic value is not an automatic buy or sell

The Morningstar team came up with various posts they have read in the media over the past week and have presented them to our readers.

8 posts for your weekend reading

Fund Category Returns

As on 2017-10-22

Adviser Insights

Here are the advisory practices of 4 major countries which offer a hint to where our regulations could be headed.

MF advisory practices of 4 major countries

A well thought out and diligently implemented process is a hallmark of a successful adviser's practice.

The importance of system for advisers

Stock Monitor

Video Archives

Will India outperform other emerging market peers?
Daniel Needham, President & CIO, Morningstar Investment Management LLC shares his outlook on emerging markets on ET Now.
How Trump Could Impact Economic Growth
Slowdowns in trade and immigration could hold back the U.S., and infrastructure spending could boost GDP, but it's too early to make any major changes to our economic forecast, says Morningstar's Bob Johnson.
Sustainability/ESG Landscape in India
Sivananth Ramachandran, Manager, New Product Development for Morningstar Indexes talks about the relevance of sustainability based investing in India, along with the factors that drive it.
A flexi-cap fund worth investing in
Senior analyst Himanshu Srivastava on why Reliance Equity Opportunities Fund makes for a compelling long-term investment option and why it deserves a coveted ‘Silver’.
Our take on the oldest short-term bond fund
Senior analyst Kavitha Krishnan discusses various aspects of Birla Short Term Bond Fund and deep dives into the reasons for the assigned ‘Silver’ Rating.
Review of Morningstar India Sustainability Index
Sivananth Ramachandran, Manager, New Product Development for Morningstar Indexes talks about the methodology, portfolio composition of Morningstar India Sustainability Index, and the different ways it can be utilized by Indian investors.
What Gives an Index an Edge
An index should not only be representative of the style it's trying to capture, it should also be transparent and limit unnecessary turnover, says Morningstar's Alex Bryan.
A true-blue dynamic bond fund
Senior Analyst Kavitha Krishnan points to a combination of factors as to why Birla Sun Life Dynamic Bond Fund stands out within its category.
How to choose the right mid-cap fund
Picking a mid-cap fund is tough, given the divergent performance across funds and time periods. Director of fund research Kaustubh Belapurkar points to traits that make for a successful mid-cap manager and what investors should keep in mind.
How Morningstar arrives at the analyst ratings
Director of fund research Kaustubh Belapurkar gives a low-down on the qualitative ratings of Morningstar and how investors can use them when making investment decisions.
A unique fund with a contrarian bent
The portfolio of Reliance Vision has qualitative bent with a focus on a few meaningful sectors. Senior analyst Kavitha Krishnan looks at this unique portfolio and discusses the strategy in detail.
SBI Magnum Midcap Fund bags a Bronze
Though fund analyst Kavitha Krishnan is impressed with the investment process and disciplined approach, she would like to see the processes remain stable over a longer period of time.
A debt fund for risk-averse investors
The short-term space on the fixed income side is overcrowded. Senior analyst Himanshu Srivastava highlights the traits that differentiate HDFC High Interest – Short-Term Plan from the crowd.
Baidu Troubles Highlight Challenge of Investing in China
The Chinese search giant's run-in with regulators doesn't have a major impact on our view of the firm's valuation, but the incident emphasizes regulatory and stewardship risks.
For Women, Risk Is Something to Embrace
Earning less, a shorter career, and living longer should steer women toward riskier assets, Morningstar's Laura Lutton says.
What We Learned at Berkshire
Morningstar's Gregg Warren shares the insight he gained on Berkshire's capital spending and share buyback philosophy.
Why Moats Matter
An economic moat provides a gauge of a company's competitive advantages and overall strength, and it is a highly valuable tool for investors of all levels.
Reducing the Pain of Contrarian Investing
It isn’t easy being different, but having a disciplined valuation framework can help keep your emotions in check, says GMO’s James Montier.
Should Investors Care About Sustainability?
Investors who want to have an impact may wish to allocate their capital to companies and funds that are better sustainability performers, says Morningstar's Jon Hale.
How Can You Tell if a Fund Seeks Sustainable Investments?
Morningstar's Jon Hale walks through the nuts and bolts of calculating the new sustainability rating for funds.
Financial Literacy: Just-in-Time Is the Ticket
Financial-education efforts have had depressingly little impact on individuals' decision-making when occurring too far away from the financial behavior it's meant to influence, says University of Colorado's John Lynch.
Time to Rethink Saving and Spending in Retirement
Retirees today are breaking out of the traditional saving and spending models of the past, continuing to save in their retirement years, says Vanguard's Steve Utkus.
Why China Matters to the World Economy, and Why It Doesn't
A slowing China will have a profound impact, but it isn't the be-all and end-all to the health of the global economy, says Morningstar's Bob Johnson.
How Bad Timing Can Bite in Retirement
Starting withdrawals as a bear market hits can seriously impair the sustainability of a retirement portfolio over time.
How to Fine Tune Your Investment Mix in Retirement
In addition to moving from stocks to bonds, investors may also pivot away from more volatile intra-asset-class tilts as they move into retirement, says Morningstar's Christine Benz.
Four Pressing Topics From The Berkshire Meeting
Morningstar analyst Gregg Warren gives his take on Berkshire's culture, crisis management, and more from the annual meeting.
Buffett: Interest Rates Key to Understanding Stock Valuation
In our mid-meeting update, Morningstar's Matt Coffina discusses Buffett's view of stock valuations, cost cutting, and more.
Russia's Troubles Unlikely To Lead to Worldwide Contagion
The country's economy and currency are in precipitous decline, but the U.S. economy should provide an engine for global growth, says Morningstar's Bob Johnson.
How Much Can I Afford to Save, and How Far Will It Get Me?
Parents shouldn't compromise their own retirement plans to save for their children's college expenses, but they should establish guidelines with their children for how much they're prepared to spend.
How Much Luck in Investing Success?
Michael Mauboussin explains why humans tend to overweight the role of skill and underestimate the role of luck in investing success--and how we can correct for our perceptions.
A Risk-Conscious Approach in Frontier Markets
Because frontier markets are seen as risky, risk tends to get priced more dearly, and valuations look more appropriate for the type of risk you are taking, says Wasatch Frontier Emerging Markets Small Countries Fund manager Laura Geritz.
When Stocks Are Safer
Data show that the longer investors held stocks (and stomached short-term volatility), the safer they became for meeting portfolio objectives, says Morningstar's David Blanchett.
Perks and Problems With the New myRA
These accounts have benefits for savers who are just getting going, but most will need a bigger toolkit for retirement, says Morningstar's Christine Benz.
Rethinking Risk Tolerance
Beyond their ability to stomach short-term volatility, investors should define their risk tolerance in terms of their actual risk capacity and the probability of hitting their retirement goals, says Morningstar's Christine Benz.
Getting Your Arms Around Risk
Fund investors should think beyond volatility measures alone when sizing up the risk in their portfolios, says Morningstar's Shannon Zimmerman.
Three Main Variables in the Retirement Cost Equation
New research from Morningstar Investment Management examines the key factors that drive income replacement rates, trends in retirement spending, and the duration of retirement.
Greenblatt: Patience - the Secret to Value Investing
Value investing works like clockwork, but your clock has to be really slow, says the Columbia professor and CIO of Gotham Asset Management.
In Conversation with Sankaran Naren and Amandeep Chopra
ICICI Prudential AMC and UTI AMC have been winners at the Morningstar Fund Awards. Here the CIOs chat with Morningstar India's director of fund research.

Index Returns new


Previous |  Next
* Closing rates.
- 0.0154 0.0116 0.0130 1.7420 0.0151
65.1138 - 0.7582 0.8484 113.4300 0.9835
85.8783 1.3189 - 1.1189 149.6024 1.2971
76.7498 1.1787 0.8937 - 133.7003 1.1593
0.5740 0.0088 0.0067 0.0075 - 0.0087
66.2062 1.0168 0.7709 0.8626 115.3330 -

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