Thread by @EdelweissWM

How should one tackle their fixed income investments? Ms. @Lakshmi1876 is live addressing such questions in her current session. Tune in at bit.ly/39NG5jv.

#EmergingIdeas2020 #Live #Conference

"Liquidity, accommodative bias by central banks around the world and low-to-negative interest rates are the trends for the coming five years."

- Ms. Lakshmi Iyer (@Lakshmi1876)

#EmergingIdeas2020 #Live #Conference

"It makes sense to extend maturity periods on fixed income securities with expectations of some capital gains."

- Ms. Lakshmi Iyer (@Lakshmi1876)

#EmergingIdeas2020 #Live #Conference

"20% of the global bonds are having negative yields. This is unprecedented.”

- Ms. Lakshmi Iyer (@Lakshmi1876)

#EmergingIdeas2020 #Live #Conference

"It makes sense to extend maturity periods on fixed income securities with expectations of some capital gains."

- Ms. Lakshmi Iyer (@Lakshmi1876)

#EmergingIdeas2020 #Live #Conference

"We do not expect Interest rates to go up. Volatility is bound to increase, and therefore, a long-term perspective is needed when investing in fixed income securities."

- Ms. Lakshmi Iyer (@Lakshmi1876)

#EmergingIdeas2020 #Live #Conference

"This is the steepest ever yield curve I have seen"

- Ms. Lakshmi Iyer (@Lakshmi1876)

#EmergingIdeas2020 #Live #Conference

"The Shehanshah (RBI governor) has been saying ‘main hoon naa’ by absorbing yield spreads through operation twist and OMOs."

- Ms. Lakshmi Iyer (@Lakshmi1876)

#EmergingIdeas2020 #Live #Conference

"Today the RBI is acting very akin to Rajnikanth. It is single- handedly trying to handle Covid-related pressures, supply-side issues, and demand-side issues while also tracking the fiscal deficit."

- Ms. Lakshmi Iyer (@Lakshmi1876)

#EmergingIdeas2020 #Live #Conference

"No country around the world has been able to maintain fiscal discipline.”

- Ms. Lakshmi Iyer (@Lakshmi1876)

#EmergingIdeas2020 #Live #Conference

"The mix of asset allocation is wholly based on risk appetite."

- Ms. Lakshmi Iyer (@Lakshmi1876)

#EmergingIdeas2020 #Live #Conference

"If the risk appetite is higher, one can add more red bulls and caffeine(risky but high-return yielding stocks) If the risk appetite is low, stick to nimbu-paani (all weather assets). Lord Vishnu (gold) and equities are know to be inflation slayers.”
Ms Lakshmi Iyer @Lakshmi1876

"We were sharing our conviction of not exiting investments to our clients during March."

- Ms. Lakshmi Iyer (@Lakshmi1876)

#EmergingIdeas2020 #Live #Conference

"Two anthems to take away from this session are lage raho (in investments) and tike raho (with health)."

- Ms. Lakshmi Iyer (@Lakshmi1876)

#EmergingIdeas2020 #Live #Conference