ANTYA Investments

ANTYA Investments Inc., regulated by the Ontario Securities Commission, is registered to provide wealth management services in Canada. ANTYA manages institutional, and high net-worth client portfolios on a discretionary basis. Our investment philosophy embraces a Core-Satellite approach.  The core of the portfolio is chosen from a group of fifteen asset classes. A few stock specific asymmetrical investment opportunities comprise the satellite segment. ANTYA invests only in global, large capitalization, and investment grade companies.  

Investing That Empowers You

India: The Indian Rupee – Next Stop INR 70/USD, G-SEC 10-Year Yield – 8%

USD Moving into a Cycle Low in Asia Aligning with an Equity Rally Stall

Actionable Insights, Assured Alpha, ANTYA Investments

Actionable Insights, Assured Alpha

Thematic (Sector/Industry)

<p>Indian banks are dealing with multiple issues, none of which are easily resolvable. However, the recent decline in GOI bond yields has given the banks a temporary reprieve, and in our view, most banks could surprise to the upside when Q4-F18 results are reported. The massive bond hoardes in available for sale portfolios, which impacted some of the banks negatively in Q3-F18, would be marked upwards, realising investment gains on the income statement. The longer term story is less sanguine.</p>

Indian banks are dealing with multiple issues, none of which are easily resolvable. However, the recent decline in GOI bond yields has given the banks a temporary reprieve, and in our view, most banks could surprise to the upside when Q4-F18 results are reported. The massive bond hoardes in available for sale portfolios, which impacted some of the banks negatively in Q3-F18, would be marked upwards, realising investment gains on the income statement. The longer term story is less sanguine.

The Indian Conundrum - A Growing Economy & Stagnant Bank Credit