BETTER CAPITAL INVESTMENTS
Flood of IPOs brings sackful of bonuses to I-Bankers’ accounts
Indian investment bankers receive generous bonuses despite a soft M&A market. Top performers at local I-banks like Kotak and Axis Capital see bonuses increase by 150-200%. Average bonuses rise by 10-25% as companies focus on talent retention. IPO activity drives record equity indices and compensation levels for MDs range from ₹3-9 crore.
Peak XV has Rs 16,000 crore for investment; AI to be in focus: Rajan Anandan
Peak XV Partners, managing director Rajan Anandan said the company isn't facing any shortage of capital, they just want more people starting up in AI. "We have over 25 AI investments that we’ve made over the last 1-1.5 years,” he said. Peak XV Partners recently led a $10.5 million funding round in AI health startup Cloudphysician.
IPO Analysis: Emcure has better-listed pharma alternatives
Emcure Pharma, with its strong presence in gynaecology and HIV therapeutic areas, secured significant investments from anchor investors like HDFC Mutual Fund and ICICI Prudential Mutual Fund, showcasing immense market confidence in its upcoming IPO.
Tough to sustain GDP growth above 7.5%; time-wise correction in market likely: Neelkanth Mishra
As mutual funds are sitting with Rs 1 lakh crore of cash, whenever there is a 4-5% drop from the peak, there is a spate of buying. So equities as an asset class are not seeing sharp drawdowns and in the short term make it safer to invest in and attract more funds. That is the cycle we are in, says Neelkanth Mishra.
How mutual fund flows are making Dalal Street Aatmanirbhar
FIIs impact Indian capital markets, with mutual funds gaining prominence. SEBI's actions on P-Notes and rise of SIPs stabilize market. Prof Ghalke and Aditya Bharambe contribute to market insights.
More than 50% value and contra mutual funds outperform benchmarks. Should you invest?
Around 69% and 100% of value and contra mutual funds respectively outperformed benchmarks in the last three years, driven by market recovery and strategic stock selection, as per ETMutualFunds and experts like Abhishek Jain from Arihant Capital.
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Go Zero secures $1.5 mn follow-on pre-Series A funding, grows 4x in one year
Founded by Kiran Shah, Go Zero has a diversified product portfolio featuring low-calorie, high-protein and vegan ice creams.
$8 trillion & counting! How Family Offices have grown and their impact on the investment world
The history of Family Offices dates back to ancient Rome, evolving into a modern-day necessity for managing wealth and ensuring smooth transitions across generations.
Had you invested in Nifty in 1994-95, you would have done better than Warren Buffett in dollar terms: Ashishkumar Chauhan
Ashishkumar Chauhan says that in the last 12 years, since the SME market started, 970 companies raised around Rs 15,000 crore and today their market capitalisation is close to Rs 2.75 lakh crore. So, effectively, the small little guys are going to create great wealth because some of them will literally take off and if they remain disciplined from beginning because the market brings that discipline of transparency, they will actually grow faster.
This ratio helps in avoiding mirage of value in bullish time: 5 stocks from different sectors for long-term investors
Given the high probability that bulls will be soon seen all over the street. It would be better to just be a bit more cautious while taking incremental exposure. One thing which investors need to take into consideration is that there is a big difference in what is value and what looks cheap due to one financial ratio, more often than not, relying on PE may lead to wrong investment decisions. When looking for long term investment, it is better to use PEG ratio, though finding the right ratio is itself a challenge. PEG ratio is much better compared to the commonly used P/E ratio. It helps in avoiding stocks which might appear cheap but actually are not value buys. Also in sectors which are cyclical in nature, looking at the price earning matrix may lead to wrong decisions.
When is the best time to start an SIP? Just go on a blind date
An investor should know that the important thing is time in the market not timing the market. If an investor waits for the right time to invest then that could lead to missed opportunities.
Fresh tailwinds of export markets: 5 stocks from engineering sector, 4 with upside potential of up to 30%
They say that tough times bring the best out of some. In case of India Inc, there are many examples where the economic slowdown post 2008 global financial crisis, made companies deal with all kinds of troubles and after various permutations and combinations they were able to find solutions, first to survive and then grow. In the case of engineering companies where the role overlapped to some extent with capital goods, it was the export market which turned out to be the solution. Because it is not easy to venture into the export market as there are large global players who ensure that it is not easy to get into their turf. For some companies it was a long drawn process which is now delivering results and leading to a situation where the return on capital and effort employed is much better today.
Now, here's an India plan
The path to a developed economy by 2047 needs to be sustainable and inclusive. Boosting rural consumption is an immediate requirement. But this can't come at the cost of a disconnected fiscal policy, which may create an untenable level of debt. Similarly, physical and digital infrastructure development needs to be addressed more consciously, keeping in mind broader societal needs and environmental challenges.
Hyundai Motor gearing up to drive into Indian capital market
Hyundai has hired several investment banks to manage the IPO and is targeting a valuation of $22-28 billion. The IPO could lead to a rerating of the Indian automobile sector and benefit Hyundai's closest rival, Maruti Suzuki.
A 1°C rise in global temperature causes a 12% decline in world GDP: Adrien Bilal
Adrien Bilal discusses the macroeconomic impacts of global temperature rises in the Anthropocene with Srijana Mitra Das at Harvard University.
Confused about which stocks to buy after election results? Why not buy the entire Nifty
Analysts recommend investing in Nifty 50 ETFs in SIP mode for long-term benefits, citing a low expense ratio and outperformance of traditional mutual funds. Despite the short-term volatility, the long-term outlook for Nifty 50 ETFs remains positive.
Valuations in PSU capital goods, infra & defence remain expensive: Pratik Gupta
The macro environment is extremely stable, whether it is the fiscal deficit, the current account deficit, inflation, forex reserves, so that is really one of the big attractions for both global as well as domestic investors.
ETMarkets PMS Talk: This fund manager with over Rs 350 cr in AUM generates 2x returns vs benchmark since June 2023
Within this we are managing roughly Rs 315 crore in AQUA, a Flexicap Quant PMS Strategy, which is our flagship style-adaptive, benchmark-agnostic, dynamic multi-factor strategy and roughly Rs 35 crore in our Multi Asset Quant Strategies.
Reliance Jio, Bharti Airtel's returns on investment set to double in 4 years
Macquarie Research estimates Airtel's ROCE (return on capital employed) to surge to 10-19% during FY25-28 from 2-6% in the last more than a decade, aided by tariff hikes, better subscriber mix and capex moderation. Airtel had invested $32 billion in FY24, generating a return of 8%. Over the next four years, while investments will drop to $28 billion per year, returns will likely more than double to 19%, Macquarie data showed.
PV Sindhu invests in biofortified staples brand Better Nutrition
PV Sindhu, Indian badminton player, has injected an undisclosed amount in Better Nutrition, a biofortified staples brand from Greenday that offers agri-input services such as biofortified seeds, fertilisers and agronomic practices.
Beyond 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 assess asset managers for rigorous evaluation processes and proven track records.
India bankers brace for IPO surge as election uncertainty lifts
About $3.9 billion has been raised in India via IPOs so far this year, more than double the same period in 2023, and a tally that’s higher than the combined amount raised in South Korea and Hong Kong, according to data compiled by Bloomberg.
Dalal St is likely pricing in a Modi 3.0 but election winners already have a bitter household burden
India's stock market hit an all-time high last week, as investors anticipate a third term for Prime Minister Narendra Modi will boost corporate profits. However, consumer debt poses a significant risk. Slow wage growth, high interest rates, and heavy borrowing have strained spending for over 300 million families. Despite this, investors expect post-election growth in private capital expenditure and infrastructure projects
FY25 capital expenditure outlay may be hiked by 10%
India may increase FY25 capital expenditure by 8-10% from the ₹11.11 lakh crore vote on account allocation, boosted by better tax revenue and a record RBI surplus transfer. The full budget, awaited post-election results on June 4, could see a surge in spending, as per a senior official.
Should we book some profits or stay invested in PSU stocks? Bhavin Shah answers
Bhavin Shah discusses challenges in PSU banks due to strong growth pricing. Market verdict post-elections is uncertain. Focus on policy action and fundamentals driving market growth. Individual banks and tactical trade decisions are crucial. Profits, sectors, and bottom-up opportunities are key considerations. PSU basket, capital expenditure, and railways are under scrutiny.
SBI Mutual Fund and Zerodha Mutual Fund files draft documents with Sebi
The minimum application amount will be Rs 5,000 and in multiples of Re 1 thereafter. The quant fund will be benchmarked against Nifty 200 - TRI. The scheme will be managed by Sukanya Ghosh and Pradeep Kesavan.
The small-cap landscape, while being challenging, looks somewhat better: Chirag Setalvad
Valuations have moved up but they have to be viewed in the context of the overall growth environment. Large-cap share valuations are at a relatively modest 10-15% premium to their historical averages.
Better placed than many: 4 stocks from different sectors, common thread, MOAT of strong brands, with an upside potential of up to 43 %
When GST was introduced, there was an argument on the street about business shifting from unorganized to organized sector. There were some businesses, where unorganized players were at an advantage because of the fact that they were able to evade taxes and stay competitive. Now that GST has been implemented some sectors have actually seen that advantage due to tax arbitrage going away. This has led to a situation where some companies which had strong brands gained market share. Especially in industries whose overall size is not very large but brands play an important role. For example mattress, small kitchen appliances, water purifiers, the overall size of these industries may not be very large but the players who have strong brands have a huge advantage and are able to charge a premium at all times and they have become a stronger player on the street also. Yes, they may not see very high growth year after year, but their cash flows are stronger in times of slowdown, they tend to outperform.
Finance ministry notifies FDI in space sector; gives better access to capital, say startups
The cabinet on February 21 had allowed 74% foreign direct investment (FDI) under automatic route for satellite manufacturing, upto 49% under automatic route for launch vehicles, and upto 100% under automatic route for manufacturing of components and systems.
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