Insights

Return to insights

The Scanner, Nov’23 | Leveraging intermittent market opportunities tactically

30 November 2023

#financialinsights
#investmentstrategy
#marketanalysis

In the dynamic realm of investments, optimising asset allocation is key.

Long-term strategic asset allocation plans provide a roadmap focused on maximising returns with an acceptable level of risk. However, Tactical Asset Allocation (TAA) steps in for short-term adjustments to capitalise on market opportunities, adding a new dimension to the portfolio. Technical analysis plays a pivotal role in TAA to aid investors in identifying trends, market phases, sentiment shifts, managing risks, and making informed decisions.

In this month’s edition of “The Scanner,” Multi-Act’s Research Analyst from the Technical Desk, Lloyd Lazaro, CFA, CA, delves into the market cycle. He emphasises the importance of combining technical analysis with fundamental analysis for effectively managing large investment portfolios, especially for UHNIs and family offices.

#InvestmentStrategy #FinancialInsights #MarketAnalysis

Download Article PDF

Share Article

Recent Articles

31 December 2025

What Happened and What’s in Store for 2026

2025 did not challenge growth. It challenged assumptions. As expectations moved ahead of actual delivery, prices adjusted … Continued

Read more

26 December 2025

The Macro Blueprint: What is India’s latest data really saying

Macro numbers alone rarely tell the full story. When jobs, consumption, credit, and inflation are considered together, … Continued

Read more

28 November 2025

When Innovation Meets Leverage: The Financial Architecture of the AI Boom

The AI story everyone sees is technological. The story that a few notice is financial. Revolving expenditures, … Continued

Read more

Stay up to date with Multi-Act

Receive monthly updates by signing up to our newsletter.

This website containing the Research products and Advisory services rendered by Multi-Act Equity Consultancy Private Limited (MAECL) and the Research Blogs are for informational and reference purpose only. To clarify, the information contained herein this website is not to be construed as a recommendation; or an offer to buy or sell; or the solicitation of an offer to buy or sell any security, financial product, or instrument.

The information is prepared on the basis of publicly available information, internally developed data and other sources believed to be reliable. MAECL does not solicit any course of action based on the information provided by it in the website and the investor is advised to exercise independent judgment and act upon the same based on its/his/her sole discretion based on their own investigations and risk-reward preferences.

MAECL, its associates or any of their respective directors, employees, affiliates or representatives do not assume any responsibility for, or warrant the accuracy, completeness, adequacy and reliability of such information and consequently are not liable for any direct, indirect, special, incidental, consequential, punitive or exemplary damages, including lost profits arising in any way for decisions taken based on the said information. It is stated that, as permitted by SEBI Regulations and the Company’s Employee Dealing Policy, MAECL and/or its associates, employees, affiliates and/or individuals, clients of MAECL’s portfolio management services, thereof may have positions in securities referred to in the information provided by anywhere in the website and may make purchases or sale thereof while the information is in circulation.

The contents herein – information or views – do not amount to distribution, guidelines, an offer or solicitation of any offer to buy or sell any securities or financial instruments, directly or indirectly, in the United States of America (US), in Canada, in jurisdictions where such distribution or offer is not authorized and in FATF non-compliant jurisdiction and are particularly not for US persons (being persons resident in the US, corporations, partnerships or other entities created or organized in or under the laws of the US or any person falling within the definition of the term “US person” under Regulation S promulgated under the US Securities Act of 1933, as amended) and persons of Canada.

Risk factors
General risk factors

Securities investments are subject to market risks and there is no assurance or guarantee that the objective of the investments will be achieved.
As with any investment in securities, value of the Client’s investments can go up or down depending on the factors and forces affecting the capital market. MAECL is neither responsible nor liable for any losses resulting from such factors.
The information on investments is subject to external risks such as war, natural calamities, and policy changes of local/international markets which affect stock markets.
MAECL has renewed its SEBI PMS registration with effect from December 04, 2020, and has commenced its portfolio management activities with effect from January 2011. However, MAECL has more than 10 years of experience in managing its own funds invested in the domestic market

Current complaints

Data for the month ending - December, 2025

Complaints status

Sr. No.	Received from	Pending at the end of last month	Received	Resolved*	Total Pending #	Pending complaints > 3 months	Average Resolution time^ (in days)
1	Directly from Investors	0	0	0	0	0	0
2	SEBI (SCORES)	0	0	0	0	0	0
3	Other Sources (if any)	0	0	0	0	0	0
Grand Total		0	0	0	0	0	0

Number of complaints received during month against the IA due to impersonation by some other entity: Nil

Note: In case of any complaints received against the IA due to impersonation of the IA by some other entity, the IA may adjust the number of such complaints from total number of received/resolved complaints while preparing the above table. Further, IA must close such impersonation related complaints after following the due process as specified by SEBI/ IAASB.

* Inclusive of complaints of previous months resolved in the current month.
# Inclusive of complaints pending as on the last day of the month.
^ Average Resolution time is the sum total of time taken to resolve each complaint in days, in the current month divided by total number of complaints resolved in the current month.

Trend of Monthly Disposal of Complaints

Sr. No.	Month	Carried forward from previous month	Received	Resolved*	Pending#
1	April, 2025	0	0	0	0
2	May, 2025	0	0	0	0
3	June, 2025	0	0	0	0
4	July, 2025	0	0	0	0
5	August, 2025	0	0	0	0
6	September, 2025	0	0	0	0
7	October, 2025	0	0	0	0
8	November, 2025	0	0	0	0
9	December, 2025	0	0	0	0
Grand Total		0	0	0	0

* Inclusive of complaints of previous months resolved in the current month.
# Inclusive of complaints pending as on the last day of the month.

Trend of Annual Disposal of Complaints

SN	Year	Carried forward from previous year	Received	Resolved*	Pending#
1	2021-22	0	0	0	0
2	2022-23	0	0	0	0
3	2023-24	0	0	0	0
4	2024-25	0	0	0	0
Grand Total		0	0	0	0

* Inclusive of complaints of previous years resolved in the current year.
# Inclusive of complaints pending as on the last day of the year.