Key Points
However, in the long run, these changes get removed overall and the debt part of their portfolio, which is a significant part of their portfolio, starts earning higher yields as the debt markets have changed gear, says Deepak Shenoy, Founder, Capital Mind...
Now these automakers have been able to regain those levels of sales and production cuts, lower usage of capacity determines partly that sentiment where you do not seem to have demand at the lower end of the purchase price scale...
No, there are two things here, what happens when the general market falls is that the embedded value of LIC maybe 35% of it is dictated by the stock market valuation of the non-participating policyholder investments which is going to be impacted..
So maybe it will fall 3.5% to 5% just based on the relative fall in the stocks that they hold in the non-participating policyholder portfolio..
There is a big portion of another part of the profit pool which should come into play in the January to March quarter, that is, the participating shareholders' profit share which should more or less offset any losses that they might have because of the non-participating piece...
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