Deepak Jasani

Policy normalisation process has already kicked off

Overall RBI monetary policy was on expected lines and the policy statement highlighted its commitment to do whatever it takes to ensure financial stability

Retrospective tax policy burial does not come as a surprise

While it is good to see the government take this step, the question remains whether investors who have obtained an award that comprises of interest component will take up the offer.

Cryptocurrency - Is it worth including in your portfolio?

Bitcoin's price is up nearly 16 per cent so far in 2021 after being up 122 per cent at one point

Market impact of positives from the MPC meet may be seen with a lag

Overall RBI monetary policy was on expected lines and the policy statement highlighted its commitment to do whatever it takes to ensure financial stability

High inflation amid muted GDP forecast could be a party pooper for markets

Given the RBI's projection on inflation, we may not see any further cut rate at least till mid-March 2021. It may also get postponed to next fiscal year

Multicap funds with large AUM may face difficulty in re-shuffling portfolio

There is no need for existing multi-cap investors to panic or take any action, despite the likelihood of higher portfolio risk if the regulations are implemented in their present form.

Capital protection more important than returns for the next few months

Nifty earnings had barely started to grow till Q3FY20 and then the Covid-19 pandemic happened. Now there is a question mark on whether Nifty earnings will grow beyond single digits in FY20 and FY21

From China to liquidity withdrawal, here are key risk factors for the markets

A smaller risk at this point is an excessive monsoon resulting in destruction of crops, property