Silver I MSCI World Highs I Gold Structure I Screenless Future

Silver - At all-time highs - In our March newsletter, we had identified Silver as a better bet than Gold

For the immediate short term, Silver could continue to outperform and seems set to test its earlier highs over the next few months.

We, however, continue to recommend precious metals only between 5%-10% of one's financial portfolio - in fact, anything above 5% should be considered tactical.

MSCI World Index (At all-time highs and looking very sound technically) 

• The Indian markets corrected a tad bit as the US markets continued their upward trajectory.

• Cues are quite mixed - while technicals seemed to indicate some consolidation, the worry of tariffs and a revival of trade wars keep pushing markets back.

• As we mentioned last week predictability is difficult and markets are still awaiting major direction - hence we would want to be invested at the lower - mid end of our equity asset allocation - that gives room for additional purchases if markets fall - tactical and strategic allocations we would like to hold off and only deploy on market falls. Therefore, the suggestion of structured products / conservative balanced funds for any incremental deployment. We have some very interesting structures with fixed payouts mentioned below.

• Precious metals can be added, but again, reiterating anything beyond 5% should be tactical and used to exit (Viz. if silver goes another 25% higher, it could warrant a rebalance).

• In other news, Bitcoin has also surged to all-time highs.

• Tenor - 36/ 42 months

• Returns - Principal Protected , 150% of Gold Returns ( Maximum returns capped at 75% )

• Minimum Investment - 10 lacs

• Liquidity - Very Low

• Suitable for - Investors who dont have precious metals at all in their allocation and wish to participate in Gold as a hedge. For tactical allocations in Gold beyond 5% this isnt suitable due to the lock in nature of the product. 

Payoff Graph

My Q&A on the TV9 YouTube Channel, where I speak about why Jane Street's debacle isn’t going to majorly change the fact that retail investors will continue to lose large money in derivative trading, and answer user queries on their SIPs

TV9 is a very popular YouTube channel with close to 1.8 million followers and recent guests that include Navneet Munoth of HDFC.

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