CORRELATION DEFINITION
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.
ETMarkets AIF Talk: Modi 3.0 positive for AIF & PMS space; ‘Quality’ likely to take center stage in next 5 years: Vikaas M Sachdeva
India and the US are probably the only two markets with high multiples. India is also one of the only EMs which is increasing its share in the MSCI EM index. As organizations across the cap curve keep getting into aggressive Capex and growth mode, money on the sidelines will keep getting tactically deployed.
India well poised to benefit from great opportunities coming from hotels and hospitality sector: Puneet Chhatwal, IHCL
And if things keep going this way, and it is anybody's guess, I know that there is a new book coming out in the market which predicts India at 47, with more than 50 trillion economy and there are others that are predicting at 27 or 28.
Long-term investment in Bitcoin remains promising despite market volatility, says Kumar Gaurav of Cashaa
Kumar Gaurav, Founder and CEO of Cashaa, discussed the impact of factors like escalating crude oil prices and potential interest rate changes by the Federal Reserve on Bitcoin and speculative assets in an interview with ETMarkets. Gaurav says: "We are launching our earn, borrow, spend and store wallets in seven regions including Europe, UAE, India, Turkey, Indonesia, South Africa and Kenya as the first phase of our new direct-to-consumer business model."
Don't stress on index; take home some money on metals and PSUs before June 4: Sanjiv Bhasin
Sanjiv Bhasin of IIFL Securities believes HDFC Bank will remain a market leader even during a market correction. He suggests taking profits on PSUs before an event as the market is fully priced. Bhasin says one should be stock specific, not place too much stress on the index because we could be headed for a bout of volatility with 500-700 points on the downside.
Election trade? These 5 themes will continue to work out in India:Ajay Srivastava
Ajay Srivastava, CEO of Dimensions Corporate, advises investing in ABB, Siemens, IndiGo, Indian Hotels, and Hero Moto if the market falls 30-40%. These companies, known for their performance and economic ties, are recommended. Furthermore, smaller IT firms linked to the BFSI sector show promise. The defense sector, shipyards, QSR companies, multiplex companies, and consumer companies are currently underperforming.
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Urbanisation = growth
While the post-WW2 world experienced rapid urbanisation, India followed suit at a slower and more haphazard pace. Misguided attempts to combat urbanisation as undesirable hindered growth of efficiencies of agglomeration in the economy, compared to nations that urbanised rapidly and more cohesively.
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.
Record-breaking election spending set to ignite rural demand, feel experts
Anticipation is high for the 2024 Lok Sabha polls with record-breaking expenditure projected. Industry experts foresee a boost in rural spending post-election, influencing the FMCG sector positively. Various factors are expected to drive economic growth in rural India.
Coforge’s Cigniti acquisition a game-changer, will be EPS accretive from day one, says CEO Sudhir Singh
Sudhir Singh of Coforge outlines the strategic benefits of acquiring Cigniti, focusing on revenue growth, market expansion, and confidence in successful integration based on past acquisition achievements and team capabilities. Singh says: "Our intent is to raise roughly about $250 million and we will acquire between 51% and 54% of the promoter stake through a QIP."
Iran-Israel war: Wait & watch now, will buy more aggressively when Nifty nears 21K, says Sandip Sabharwal
Sandip Sabharwal advises caution in volatile markets due to Middle East tensions and evolving global trends. Market dips should be carefully assessed for investment opportunities. "The first level where I would like to start buying more aggressively will be more near 21,000 of the Nifty and if by chance it falls further to between 20,000 and 20,500, then I would like to be fully deployed at that stage."
No green shoot of recovery in FMCG space; valuation a challenge in capital goods and manufacturing space: Rahul Singh
Rahul Singh from Tata Mutual Fund evaluates the impact of US rate cuts, India rate cut consensus, inflation rate matrix, real estate demand, monsoon correlation, rural economy recovery, and valuation challenges in manufacturing sector. Singh says: "You have to be more patient and you have to hunt for those companies or stocks where the valuations are still reasonable."
Processed food items can cause no less than 32 side-effects on your health!
UPFs were first defined around 15 years ago to allow researchers to investigate the effect of food processing on health.
Do value mutual funds hold value? Let’s answer the question from factor lens
Value Funds are designed to spot undervalued stocks poised for future success, aligning with the principles of the "value factor." It is a viable alternative for investors seeking value factors in their portfolios.
Dollar slides as Asian and European currencies rally
The dollar dropped on Wednesday as the yen jumped on expectations that Japan's ultra-easy monetary policy will soon end, while the euro, sterling and yuan also rallied.
It will take some time for client spending to revive: HCLTech's C Vijayakumar
In the absence of an immediate resumption in the expenditure cycle, HCLTech would harness deal conversions, a diversified R&D portfolio, and rising demand for generative AI to boost both its top and bottom-lines in the near term, Vijayakumar said in an interview.
Probability of a market crash is still low; be cautious on smallcap side: Devina Mehra
Devina Mehra says: “We want to track the FII flows is because we think it determines the direction of the market. But if you actually look at data over years, over months, whatever cut you want to take, the FII flows have very little correlation with the market movement, in fact, none at all. I mean, this was the case even when the domestic mutual fund and the domestic retail investor community was not that large. ”
Expect domestic equities to follow global equities downwards next week: Ajay Bagga
Overall, about $164 billion was taken from the Fed discount window and the emergency window; if you compare it to 2008 the maximum was at about $111 billion so we have already crossed that. And apart from that the FDIC has pumped in about $150 billion into the bridge banks, into the three banks that it has taken over.
Where does the Indian middle class lie? Here's looking into the need for a definition
The problem lies in delineating the effects of inequality, intensity of vulnerability and resilience to economic shocks among the middle class, in the absence of an accurate description of this class.
View: Correlation between what Survey proposes and Budget disposes is imperfect
The Survey’s 6.75% growth for 2017-18 is based on 7.5% for second half of the year. Hence, despite the downside, 2018-19 should show growth towards the higher end of the band, more like 7.5%.
Valuation guru trashes P/E ratio & correlation; says they rarely work
Damodaran believes things are changing slowly in developed markets compared with EMs.
Post correction, definitely the interest could be higher in Indian market: Swati Kulkarni, UTI Asset Management
For this quarter the earning growth expectation is in single digits for the indices, that is, about 6% to 8%.
2014 round-up: Stocks steal gold's sheen; give better returns to investors
The stock markets have outshined the gold, as also silver, for the third year in a row with much better returns for the investors in 2014.
We help marketers optimise their advertising and marketing: Joe Willke
"We test advertising, what goes on air, packaging...we can help with product formulation and we also do work in the area of brand essence."
Potential 'universal' blood test for cancer developed
Early results have shown the test gives a high degree of accuracy diagnosing cancer and pre-cancerous conditions from the blood of patients with melanoma.
Corporates invest for a healthy and happy workforce for better productivity
A rising number of corporates are investing in wellness interventions, giving the overall wellbeing of their employees and preventive care as much importance as curative intervention.
Who’s afraid of opinion polls?
While some researchers have shown the existence of a bandwagon effect, others have pointed towards the existence of an underdog effect.
Experiential marketing: Automakers’ new tool to build brands
Jann Mardenborough, a 22-year-old race car enthusiast, will soon participate in GP3 racing and take a step closer to his dream of racing in Formula 1 championship.
No correlation between base rate cut & rate cuts by banks: Diwakar Gupta, SBI
"Banks will cut rate when they find a reduction in their interest expenses."
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