2020
Falconstar Q4-2020 Private Wealth Advisory Report
Dear Investor,
Greetings from Falconstar Investments & HNY 2021!
Since our last update the US Presidential elections results did not impact the momentum of Markets & 2020 ended on a Life time high for Nifty 50 & S&P 500.
With the US Fed Indicating that the Interest rates will remain Low till 2023 the Markets are continuing to be decoupled from the fundamentals.
In India the interest rates are at 15 year low & Equity markets are at 15 year High, with the Sky high equity valuations the pockets of opportunity exists only in broad based contra theme or in SIP for Nifty 100 oriented stocks. There is also an opportunity for 2% allocation to Gold in the current scenario.
Delighted to share the Falconstar Quarterly Wealth Report Q4 2020.
Falconstar Q4-2020 Global & India Equity Report
Dear Investor,
Greetings & Happy New Year 2021!
As of 1st Jan,2021 we have passed through the covid crisis and US Presidential Elections in the past 12 months and we are staring at next 12 months with the current Global & India Equity Markets being decoupled from the fundamentals
The ample liquidity actions taken by central banks globally ensure that the only spoiler to the rally will be geopolitical risk or sovereign default going forward.
Global & India Equity portfolio registered a handsome 15%+ CAGR while having comfortable 20% cash levels to deploy opportunistically.
Delighted to share the Falconstar Quarterly Portfolio Research Report Q4 2020.
View complete pdf :Falconstar Q4-2020 Global & India Equity Report