It definitely has. Retailers are spooked and so are MFs. But I feel MFs will enter again at lower price.
Posts tagged Value Pickr
Data Patterns (India) Limited (13-03-2024)
everything is falling, no specific reason
SmallCap Hunter : Trying to find the dark horses with triggers (13-03-2024)
We actually need a good correction then it feels normal
SmallCap Hunter : Trying to find the dark horses with triggers (13-03-2024)
The sell off in March month is quite common and one can see this pattern in 2020 to 2023. Every time this happens and market bounce back from april.
Long term bonds (13-03-2024)
I cannot really provide you an advise on allocation of your portfolio.
There is a higher probability that long duration funds will perform better than short duration in this 1 year. So it makes sense to allocate more to long duration funds.
As for small and midcaps, the SEBI’s rule is certainly going to negatively impact them. For my case, I am holding companies which I want to hold for quite a few years, thus correction or not doesn’t change my thesis on whether to hold them or not.
Samhi Hotels – Turnaround with Tailwinds (13-03-2024)
SOIC Blog on Hotel Industry. Nice work by SOIC Team. 
@Worldlywiseinvestors
SmallCap Hunter : Trying to find the dark horses with triggers (13-03-2024)
With respect to smallcaps…There are 2 scenarios which comes to my not so intelligent brain !! 
1.There was a bubble and it needed to burst …thats what happening now.
2.There is a bubble which needed to burst so that it can get bigger.
While its very difficult to look at the names getting beaten everyday and pf going -2%/day, I would like to think that the latter is playing out.! 
Long term bonds (13-03-2024)
Hi Shail shifted 7.5% of portfolio to HDFC long duration fund. Thanks for your guidance.
I also have another 7.5% in short duration funds for last 3 years and had invested when interst rates were rising and retuns are pathetic 6%.
Do you suggest to move that too to long durations?.
I have additional 15% of corpus in arbitrage with 7.8% returns.
All this (30% in total) in less risky assets expecting a crash while market went up 30%+ in last couple of months . But then I reaped the benefits of this bull run in blance 70% of portfolio mostly in good flexi/contra funds
Now the story is that large caps will go up this year at expense of small/mid caps. I’m quite clueless of how to navigate. Should I take some exposure to large caps out of 30% I have in arbitrage / debt funds?
Offcourse I know there’s no right answer to this question but then should I wait and route to complete and then move to equity? Your perspective will really help
Regards
Data Patterns (India) Limited (13-03-2024)
Hello All, Does anyone have details on why Data patterns is falling ?
thanks
Wonderla Holidays (13-03-2024)
Does this ban applies for wonderla Bengaluru Water Crisis: Use Of Drinking Water Banned In Swimming Pools, Hefty Fine Imposed | Bengaluru News, Times Now
Any idea where do they get water for banaglore theme park from?