CAGR Insights is a weekly newsletter full of insights from around the world of web.
| Index | 29-Dec-23 | 22-Dec-23 | Change |
| Nifty 50 | 21,731 | 21,331 | 1.88% |
| Nifty 500 | 19,429 | 19,038 | 2.05% |
| Nifty Midcap 50 | 13,145 | 12,827 | 2.48% |
| Nifty Smallcap 100 | 15,144 | 14,827 | 2.14% |
Chart Ki Baat
Gyaan Ki Baat
Predictions are exciting to know but futile to make any decisions. See this for yourself –
Nifty predictions for 2023:
– ICICI Direct: 21,400
– CLSA: 20,185
– BofA Securities: 20,000 (bull target)
– Emkay Global Financial Services: 19,500
– Morgan Stanley: 20,600
– Jefferies: 17000-19500
– Nomura: 19,030
– BNP Paribas: 19,650
– Axis Securities: 20,400
– Kotak Securities: 18,717
Here’s the list of curated readings for you this week:
Personal Finance
- Level Up Your Life – The article reflects on the symbolic nature of the New Year, drawing inspiration from Stoic philosophy, and proposes habits for self-improvement in 2024. Read here.
- Proposed changes in traditional life insurance – IRDA proposes changes to traditional life insurance surrender costs, suggesting a threshold premium to mitigate high surrender charges, eliciting industry pushback. Read here.
- A comprehensive year-end financial planning checklist – A checklist that helps assess and align assets and liabilities, optimize asset allocation, review retirement goals, execute tax planning, and refine estate planning for a disciplined financial strategy. Read here.
- Beyond wealth – The story reflects on the limitations of money, illustrating how it can influence aspects like health and freedom but cannot replace the intrinsic value of purpose and love in defining one’s self-worth. Read here.
Investing
- Barbell strategy and Drawdowns – Drawdowns, or portfolio losses from peak to trough, are intrinsic to investing, with a barbell approach balancing safe assets and riskier factor investments reduces the drawdown impact. Read here.
- Rethinking Market Classification – SEBI is urged to widen the definitions for large and mid-cap stocks due to market dynamics and increased mutual fund inflows to accommodate a larger number of stocks. Read here.
- Indian Equities: FPI holdings – FPI holdings in Indian equities hit a 10-year low as of November 2023, raising expectations of a potential rally in large caps. Read here.
Economy
- The Fed’s Potential Rate Cuts – Insights on Global Economy and Investment Opportunities for 2024, Emphasizing Bull Markets in Emerging Markets, Commodities, and Japan. Read here.
- Diversification vs Diworsification Dilemma – The increasing reliance on non-core businesses for revenue in various industries, carries both success stories and cautionary tales, emphasizing the need for careful evaluation of diversification strategies. Read here.
- The Evolution and Challenges of Christmas Trees – The US Christmas tree industry faces challenges with shrinking supplies and rising popularity of artificial trees which pose environmental concerns and potential long-term impacts on the real tree market. Read here.
- Global Bond Index: India’s Inclusion – India’s inclusion in the JP Morgan GBI-EM index may bring positive inflows, but the impact on benchmark yields in 2024 is expected to be limited. Read here.
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