ASSET CLASS
JM Financial board okays plan to consolidate debt, distressed credit business under one platform JM Financial will increase its stake in JM Financial Credit Services to 89.67% and JMFCSL will acquire 71.79% stake in JM Financial Asset Reconstruction Company from JMFL for Rs 856 crore.
06 Jul, 2024, 05.58 PM ISTGaurav Misra on two sectoral themes to bet on right now As a house we have been fairly comfortable within the banking and financial space and that is a space where clearly we are seeing a good credit growth cycle, asset quality cycle, and there is a fair amount of, a few years at least of that continuing...
05 Jul, 2024, 08.00 AM ISTHow is an active fund manager different from a passive one? A fund manager is a part of the investment team at a fund house and one of the most important persons responsible for building the portfolio, monitoring it, generating returns and ensuring it runs in line with the objectives and mandate of the fund.
03 Jul, 2024, 09.42 AM IST- ADVERTISEMENT
Which are the best asset classes to own over 1-year, 3-year & 5 years? Nilesh Shah answers Nilesh Shah says up to one year, he will recommend an arbitrage fund for a high taxpayer or debt funds, money market funds and short-term bond funds where one could have the limited benefit of a drop in interest rates. Between one to three years, on...
25 Jun, 2024, 08.36 AM ISTRuchir Sharma joins Asset Allocation Committee of 360 One Wealth Ruchir Sharma, the chairman of Rockefeller International and Founder & Chief Investment Officer of Breakout Capital, has joined the Asset Allocation Committee (AAC) of 360 ONE Wealth.
20 Jun, 2024, 04.39 PM ISTMF Talk: Why smart investors are turning to multi-asset portfolios Investors aiming to maximize 'alpha' are going for multi-asset portfolios with strategic asset allocation. Chirag Muni of Anand Rathi Wealth discusses the importance of asset allocation for portfolio performance and capital protection.
19 Jun, 2024, 04.20 PM ISTWomen are taking stock: As more women enter the high-net-worth category, their investment choices are also changing Deepika Gehani, the cofounder of Genesis Luxury, represents the trend of affluent Indian women shifting towards equity investments. Nupur Garg, founder of Winpe, shares a similar sentiment on increasing risk appetite with growing wealth. The survey ...
15 Jun, 2024, 11.00 PM ISTWhy crypto is an asset class that cannot be ignored? Sathvik Vishwanath discusses the disruptive force of cryptocurrencies and their significance as an asset class in a live stream on ETMarkets, highlighting future trends like Ethereum 2.0 and DeFi.
10 Jun, 2024, 12.02 PM ISTBlackRock stays bullish on Indian bonds after narrow Modi win Neeraj Seth, chief investment officer at BlackRock, predicts that India's fiscal consolidation under Modi's leadership will continue. Cooling inflation may lead the Reserve Bank of India to ease later this year, supporting the preference for longer ...
06 Jun, 2024, 07.49 AM ISTEnergy transition, electrification theme to provide big investment opportunity: Nirav Sheth We need to look forward to the next big critical event which is budget and I believe that that will set the tone for what India needs to do for the next 5-10 years and I believe that you are likely to see a reasonable level of indirect reforms.
04 Jun, 2024, 08.00 AM ISTBonds poised for a major bull run in next five years: Maneesh Dangi I will tell you, first from a, let us say, asset classes point of view, we talked about equity, but a few people realise that return of Modi actually is absolutely loved by bonds because it sort of assures that this small risk of high fiscal deficit...
03 Jun, 2024, 03.01 PM ISTBeyond public market: The growing appeal of alternatives in India The asset management industry in India has witnessed substantial growth, particularly in alternatives like AIFs, InvITs, and REITs. Private market alternatives offer access to previously unavailable asset classes, but investors should carefully asse...
01 Jun, 2024, 12.45 PM ISTNon-mortgage security receipts formed 90% of the fresh issuances in 2023: India Ratings In 2023, non-mortgage security receipts dominated fresh issuances, driven by retail non-mortgage bad loans, per India Ratings. Asset Restructuring Companies (ARCs) must enhance recovery infrastructure to handle this shift. Legal resolutions improved...
24 May, 2024, 01.04 PM ISTThis MF category is safer than other equity-oriented peers, offers better return than FDs Equity Savings Funds (ESF) offer safer investment opportunities with potential for higher returns than Fixed Deposits (FDs). They invest in multiple asset classes, including equity, debt, and arbitrage opportunities, providing tax efficiency. ESFs a...
21 May, 2024, 02.37 PM IST'Stock market rally' from June 4, predicts PM Modi: Should stock, mutual fund, gold investors tweak portfolios before Lok Sabha election results? Lok Sabha election results 2024: Prime Minister Narendra Modi said that the stock market would have a rally once the election results are out. A few days back, Union Home Minister Amit Shah asked investors to buy the dip before June 4, 2024, as the ...
21 May, 2024, 08.17 AM ISTGold beats Nifty in 5-year timeframe. How much should you invest? Gold's enduring appeal in India extends beyond symbolizing wealth, outperforming Nifty. Central Banks favor Gold amid dollar risks, while QE and rising debts support its safe-haven status. Diversify portfolios with Gold ETFs for stable returns.
13 May, 2024, 10.44 AM ISTWhy warehousing is a booming asset class for discerning investors in India The demand for modern warehousing facilities is touching a new high as e-commerce and retail sales are seeing a surge with each passing day in India.
11 May, 2024, 10.20 AM ISTFinancialisation of savings & SIPs are all very well but 75% of Indian wealth is in cash: Harish Krishnan Harish Krishnan discusses the gradual shift towards financialisation of savings in India, emphasizing the potential of equities to outperform traditional assets over time. The trend is expected to continue as more households embrace equity investmen...
05 May, 2024, 09.01 AM ISTIPL portfolio: Momentum stocks may not deliver sustainable returns, says Robin Arya Robin Arya recommends investors stick with consistent stocks for steady growth over time, similar to reliable IPL teams. He suggests a diversified portfolio with equities, bonds, and alternative investments for stability and growth potential in unce...
01 May, 2024, 10.26 AM ISTCboe Global Markets seeks SEC approval to list ETF share class structure Cboe Global Markets filed a request with the SEC for regulatory approval to change its rules and allow issuers to add an exchange-traded fund (ETF) share class to existing mutual funds, the exchange said on Thursday.
05 Apr, 2024, 08.05 AM IST