Latest news with #KarthikJerome
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Business Standard
22-05-2025
- Business
- Business Standard
Stay in US funds if horizon exceeds seven years, exposure less than 20%
If you are worried about a US-only exposure following the downgrade of US government debt, go for a globally diversified fund Sanjay Kumar Singh Karthik Jerome New Delhi Listen to This Article Moody's Investors Service downgraded the United States (US) government's credit rating from AAA to AA1 on May 16, 2025. This has sparked concern among Indian retail investors who have diversified globally, with many questioning whether to maintain, reduce, or exit their US fund holdings. Why the downgrade happened The downgrade stems from the US's widening fiscal deficit and elevated debt-to-GDP ratio. 'The high level of debt-to-GDP ratio could make it difficult for the US to service its debt,' says Pratik Oswal, chief of passive business, Motilal Oswal Asset Management Company (AMC).
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Business Standard
24-04-2025
- Business
- Business Standard
Let asset allocation, not price direction guess, guide decision on gold
As gold scales Rs 1 lakh peak, investors are wondering whether to sell now and book profits or wait to see how the tariff wars play out. Here's a handy explainer on the best way forward Sanjay Kumar Singh Karthik Jerome Listen to This Article With the yellow metal recently scaling the Rs. 1 lakh peak, even the most ardent gold bugs are in a quandary: Should they continue to invest, or is it time to sell and cash out? Experts say that instead of second-guessing gold's direction, investors should let their asset allocation be the guide. Positive drivers The biggest driver of the current rally is policy uncertainty. 'The imposition of tariffs and the current negotiations are an effort to change the world order as it existed. The dynamic changes that are taking place have led to a lot of uncertainty,' says Chirag Mehta,
