ASSET DEFINITION
US Treasury finalises new crypto tax reporting rules
The new tax reporting requirements for crypto brokers aim to improve accuracy, ensuring that crypto owners pay the tax owed on digital asset transactions. The rules will help simplify reporting and may lead to additional IRS regulations for non-custodial brokers in the future.
Focus on asset allocation; stay invested for long term: A Balasubramanian
But with respect to the investment I think every investor would have their own risk appetite and asset allocations would play a very major role. Therefore, irrespective whatever the market condition, one should not move away from asset allocations focus and stick to the asset allocation focus.
Brookfield targets USD 10 billion investments in renewable sector
Canada’s Brookfield Asset Management plans to triple its investments in India’s renewable energy sector to over $10 billion within the next three to four years. The firm is also exploring opportunities in electric vehicles and green hydrogen. With a current portfolio of over 25 GW, Brookfield is the second-largest investor in India’s green energy assets. Through its new Catalytic Transition Fund, Brookfield aims to further its commitment to clean energy and transition projects in emerging economies, including India.
India story strong but vulnerable to bit of profit taking in short term: Jonathan Schiessl
I think the underlying India story still looks very strong and so that yes, it is at the moment just the market is probably vulnerable to a bit of profit taking in the very short term.
MF 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.
This FD amount will soon be considered as retail FD; RBI to review bulk FD limits
Bulk FD amount of bank: The new proposal has been announced by RBI in the Monetary Policy Committee announcement today. The central bank said that necessary guidelines will soon be issued.
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Best large & mid cap funds to invest in June 2024
As per the Sebi mandate, large & mid cap schemes are open-ended equity schemes that invest a minimum of 35% of total assets in large cap companies, and a minimum of 35% of total assets in mid cap stocks.
Why is it right time to reshuffle your portfolio? Feroze Azeez answers
Now if you come to the contemporary situation that general election is over, the mandate of the new government is also reasonably clear, the NDA is going to form a government in 99% of the situations, which is going to be a stable government because you have 292 seats on a pre-poll alliance, UPA 1, UPA 2 also you would not see one single party having a majority greater than 272, 273, so it is a stable government, that is one thing behind us now.
AMCs, insurance stocks offering good money-making proposition: Deven Choksey
I believe that the market is going to remain positive. Investors are going to be remaining confident. Maybe these numbers are going to be forgotten after a couple of days once the ministries and the governments are formed.
How should investors reshuffle their portfolio? Arnav Pandya answers
There are two things. One is that there is political posturing which obviously happens because they are going to go into a negotiation. But till the date on which that swearing can happens, the ministers take oath, all this is just in the whole realm of speculation, so one should not make any investment decisions based on this. The second part here and which is the important thing is that if you look closely at what Mr Narendra Modi said in the victory speech, it is very clear that the road to Viksit Bharat, he said, will continue.
Ethereum ETFs: Why it is a game-changer for mainstream crypto adoption
Ethereum's pivotal role in propelling the mainstream adoption of crypto cannot be overstated. As the market undergoes continuous evolution, Ethereum stands as a cornerstone, guiding the industry toward unprecedented growth and innovation.
What should investors do with RIL and ITC? Amnish Aggarwal answers
Elections is a very important event and we are now just I think three trading days away from it. We had issued a note to our clients in which we had identified a few sectors and the scripts which would be doing well irrespective of the outcome of elections.
How will RBI's Rs 2.11 lakh cr dividend payout to government help Indian economy? A Balasubramanian answers
So, I think combination of these two things put together have made RBI to come with about highest ever dividend, especially at a time where the market is also generally getting, not market, in general, the bond market keeps a very close eye on fiscal numbers.
Foreign-themed mutual funds rally up to 80% in a year. Should you go international?
International funds, including top performers like Mirae Asset NYSE FANG+ETF FoF, showed strong growth. However, concerns arise with Sebi's restrictions on overseas ETF investments and varying earnings growth in indices like Hang Seng and CSI 300.
Warren Buffett play: 6 things to consider before investing in Special Opportunities Fund
Special Opportunities Fund (SOF) is an investment fund capitalizing on unique opportunities below intrinsic value, inspired by Warren Buffett. WhiteOak Capital Mutual Fund and Samco Mutual Fund have launched similar funds. Alekh Yadav, Head of Investment Products at Sanctum Wealth, highlights the fund's strategy. Investors should consider the differentiated offerings and track record, with high-risk appetite recommended for SOFs.
What makes Siddharth Vora so bullish on auto sector?
Siddharth Vora of Prabhudas Lilladher Asset Management highlights recent portfolio winners including Cochin Shipyard and IndiGo. They favor sectors like auto, defense, and metals. IndiGo's strong market position and rural recovery prospects drive confidence, while Tata Motors offers a broad play in the CV cycle.
Bifurcation blues: 10 years later, several issues remain unresolved between AP, Telangana
After a decade, Andhra Pradesh and Telangana still face unresolved issues post-bifurcation, including asset division and power bill dues. Hyderabad's transition to Telangana on June 2 as per the AP Reorganisation Act 2014 remains complex. Challenges persist in dividing Schedule 9 and Schedule 10 institutions, influenced by the Sheela Bhide panel's recommendations and disputes over employee transfers.
Fund Manager Talk: Why Mahesh Patil isn’t the one to time election outcome
The March quarter has seen a slowdown in the topline growth across sectors as the nominal growth has moderated on the high base of last year and cooling off of inflation.
ETMarkets Fund Manager Talk: LIC MF’s Sumit Bhatnagar shares 3 investing themes for next decade
Sumit Bhatnagar says: "Power, defense and capex are structural themes that are expected to play out over the next decade. While the space has seen significant re-rating and a significant portion of returns are priced in, I believe these themes still appear attractive from a medium to long term perspective."
IL&FS seeks fresh MMRDA approval for transfer of HQ in Mumbai's BKC
IL&FS applies for MMRDA approval to transfer its BKC headquarters to Brookfield Asset Management. NCLT's transfer is pending, causing delays. Brookfield progresses towards property acquisition as IL&FS aims to manage debt through asset monetization efforts.
Why 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.
Best large & mid cap funds to invest in May 2024
Best large & mid cap funds: As per the Sebi mandate, large & mid cap schemes are open-ended equity schemes that will invest a minimum of 35% of total assets in large cap companies, and a minimum of 35% of total assets in mid cap stocks.
Bet on PSUs only if bullish on India growth story; never in the short-term: Anand Sharma
Anand Sharma discusses the extensive impact of public sector enterprises in various sectors under government control, emphasizing the wide theme of PSU equity with a focus on power, oil, financials, logistics, metals, and mining. Sharma says , PSU equity fund is a thematic fund and should be a smaller part of any investors investable corpus.
Bajaj Finance may maintain 20-25% growth but 4.5x-5x one year forward price to book multiple at risk: Binod Modi
Binod Modi discusses Bajaj Finance's performance, including credit cost, growth potential, and asset quality concerns. Despite challenges like RBI restrictions and delinquencies, the company aims for growth through digital initiatives, facing competition and valuation risks.
Combo of capital heavy & capital light biz to drive operating leverage, margin expansion: Puneet Chhatwal, Indian Hotels
Indian Hotels, led by Puneet Chhatwal, showcases robust growth through strategic new contracts, capital-light models, and diversified top line expansion. The company's focus on operating leverage, digital enhancements, and new business segments sets the stage for continued success in the hospitality sector. He says: Indian Hotels' combination of capital heavy and capital light which is today at 40-60 and could grow to 30-70, 70 in favour of capital light,
Keep things simple, don't deviate from your disciplined approach for decent returns: Sunil Singhania
If you increase it to 18%, the markets will double in four years. I think we are in a stage where, yes, everything is fine, but valuations are, I would say, fair. They are not cheap. They are not overly expensive. I think we are at roughly around 17, 17.2 times FY26 which is maybe 5-6% higher than the 10-year average.
This is the time to have more asset-heavy stocks & sectors. Ishmohit Arora explains why
Ishmohit Arora discusses the shift from asset-light to asset-heavy businesses due to inflation. He analyzes sunrise industries, power transmission capex, and advantages for incumbents in asset-heavy sectors during inflationary periods. Arora says: "Asset-heavy businesses are sitting on operating leverage, financial leverage, and a non-linear jump in profitability will be seen."
I have never ever been so bullish about the next 10 years: Hemendra Kothari
Hemendra M Kothari, Chairman, DSP Asset Managers and Sundararaman Ramamurthy, MD & CEO, BSE, walk down the memory lane to celebrate world's fastest stock exchange, BSE. "Stock exchange, whether it is Bombay Stock Exchange or National Stock Exchange, it definitely gives a lot of interest to the world. In 1984, I started talking about getting foreign investors and two years it took me to get first approval to create a country fund."
How massive inflow of funds into Bitcoin ETFs will shape future of digital assets
In a report, Goldman Sachs says institutional investors are poised to benefit from the recent approval of spot Bitcoin ETFs. These novel financial products offer several advantages that cater specifically to institutional needs.
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