Recent actions of a few large and respected US banks like J.P. Morgan and Goldman Sachs indicate that they expect asset management fees to fall significantly in future as markets and investors mature further. Both banks seem to be betting that exchange traded funds (ETFs) and similar simpler and cheaper solutions will grow at the cost of traditional highe...

Times have changed, market realities have not. As we had forecast in early 2012 (see presentation below), the Indian equity brokerage business is ready for disruption with technology solving most of the problems faced by investors in both planning and executing trades. 

 

We recommend that the 'new age' broker disrupt the research product by questioning lon...

 

The first phase in US ETF markets, marked by explosive growth, is over. The next phase has just begun, with ETF sponsors still coming to terms with the sudden rejection of beta products and quick switching among ETFs by, so-far, passive investors.

 

The new battleground will be in a new product category that has the features of popular beta-ETFs while serv...

India's unique equity market structure in terms of ownership of assets makes it a favourite of hedge funds looking to make absolute returns.

 

India has close to 7,000 listed companies with a market capitalization of US$ 1.13 trillion, and over 100 companies over US$ 2 billion. For an emerging market, India shows signs of balance, and is well diversified i...

Foreigners own a significant 23% or US$218 billion of India’s listed market capitalization of US$936 billion. Their influence on Indian markets is heightened further since less than half the shares of Indian companies are available for trading, with the remaining in the hands of promoters or insiders.


Around 15% of foreigner holdings are in instruments th...

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