A regular client in Mumbai, deeply invested in debt mutual fund schemes, calls you to ask why a fund manager might suddenly shift a portion of the portfolio into interest rate swaps or bond futures. You explain that...
Consider a situation where a long-term HNI client, heavily invested in a liquid-plus strategy, expresses anxiety over shifting inflation data and potential RBI rate hikes. As their advisor, you know that the fund manager...
A regular client calls from Mumbai, anxious because they heard that a dynamic bond fund in their portfolio is suddenly trading in interest rate futures to hedge against a potential repo rate hike. As their distributor,...