“The rules of the game are certainly changing. At one end, there are vision funds and at the other end, there are Robinhood investors. No one seems to care about profit or profit pools anymore.”
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The best way to participate in the PSU reboot is to buy a PSU bucket. If I am a retail investor, I would buy a PSU mutual fund ., says
Enam Holdings.
In the near term, are there any key concerns that one should be monitoring? We have started to see a little bit of outflows on the back of global developments and some regional lockdowns have started once again.
Yes, near term, those are the real concerns. I was around Nagpur over the weekend and even 60-80 kms outside Nagpur, all restaurants were shut and all shopping malls were shut. This is pre-lockdown because yesterday the lockdown was supposed to start and obviously these are going to have economic impacts. So there is already some bit of impact in and around clusters where the virus cases have gone up. But that would be a short term impact. Also, one has to keep a watch on what is happening to the US bond yields and inflation.