EQUITY INVESTING
Promoter selling can cross Rs 1 lakh crore mark as retail investors buy using MFs
With retail investors continuing to be on a buying spree using the mutual fund route, the trend of stake sale by promoters in NSE500 companies looks on track to cross the Rs 1 lakh crore mark.
India Playbook 2024: Where to invest conundrum?
Retail investors favor small-cap stocks due to high returns. Large-caps trade at a valuation discount to small-caps. Domestic ownership prevails in small-caps, with retail investors holding a significant share. Opportunities exist in Finsumption, Capex, and Make in India themes favoring small and mid-cap companies.
Quant Mutual Fund probe: Should you stay invested or exit your investment?
All things considered, and drawing parallels with the past cases, there is little logic in investors rushing to exit Quant funds based on what we know so far. While it’s possible that the circumstances may be worse than they currently appear to be, a wait and watch approach might be the most prudent policy at this stage.
Should you invest or exit the stock market now?
Chandan has been an equity investor for the past 15 years and has seen a couple of market cycles. However, he is not sure what lies ahead for the equity markets.
FPI gross buys, AUM hit all-time records in June
Gross FPI purchases reached a record high in June at ₹4.79 lakh crore ($57.48 billion), as per NSDL data. This figure is nearly double the monthly average of ₹2.32 lakh crore for the past two years.
FPIs invest Rs 26,565 crore in Indian equities in Jun
After two months of net outflow, foreign investors turned buyers in June, infusing Rs 26,565 crore in Indian equities, driven by political stability and a sharp rebound in markets.
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Has the global economic environment turned favourable for equities?
Global economy's resilience amidst crises led to surprising growth stability and inflation control. Potential trade war threats loom, while equity markets soar to record highs, indicating positive economic outlook.
Dhiraj Agarwal on the next big trigger for equity markets
At least for a couple of months, China pulled in a large amount of inflows by the global investors. I have not seen the most recent data, but Feb-March they pulled in about $40 million. Something like that happens, it obviously impacts the amount of flow, which could happen in India. So, on the FPI flow, it is just a toss-up. I mean, it is very difficult to predict, honestly.
Equity taxation tweaks, PSU disinvestment among 6 factors that could break markets: Kotak Equities
Indian benchmark index Nifty 50 has surged by 1,682 points or 7.6% since the June 4 debacle, driven by non-institutional investors and select institutional investors, as noted by Kotak Institutional Equities. The market's sentiment remains positive despite potential risks, with a focus on upcoming state elections and regulatory oversight.
AIF & PMS Conclave 2.0: Sunil Singhania on 4 'Ds' that make India a better choice for equity investing
In the post-pandemic era, while global discussions centered around recession and job losses, India stood out with its focus on growth. Highlighting India's democratic foundation as its core strength, the expert emphasized how the recent election results were accepted by all. This exemplifies the power and resilience of India's democratic system.
BPEA credit raises Rs 375 cr in re fund
Private equity firm BPEA Credit closed the first round of its latest rupee fund, SSTIF-I, targeting ₹750 crore with a green shoe option. Kanchan Jain leads the fund with a unique yield profile for 10-12 investments in various sectors.
WestBridge Capital sells 1.7% stake in AU Small Fin Bank for Rs 845 crore
WestBridge Capital divested a 1.7% stake in AU Small Finance Bank for Rs 845 crore through an open market transaction, impacting its shareholding in the bank significantly. Goldman Sachs Investments Mauritius I acquired a substantial number of shares in the same bank.
How are equity savings funds taxed?
Equity savings schemes are funds that belong to the hybrid category. They invest in a mix of equity, debt and arbitrage opportunities. A scheme in this category invests in equity and debt securities, employing a combination of three investment strategies — pure equity (net long equity), arbitrage plays, and debt.
Ummeed Housing Finance raises Rs 630 cr equity
Ummeed Housing Finance raises ₹630 crore in Series F round from investors including A91 Partners LLP and existing investors. Funds to be used for expansion in central and southern India.
Best aggressive hybrid mutual funds to invest in June 2024
If you are bothered about the uncertainties and volatility in the market, you can consider investing in aggressive hybrid mutual funds. Mutual fund advisors typically recommend aggressive hybrid fund schemes to ‘conservative’ equity investors to create wealth to achieve their long-term financial goals.
Importance of debt in an investment portfolio
Singh is assessing equity and debt investments solely on the basis of the returns he has earned in his brief investment history over the past couple of years. He is expecting similar returns from both asset classes. While return levels are crucial in investment decisions, Singh must also consider the benefits of debt in his portfolio.
FPIs take out Rs 14,800cr from equities in Jun on poll results, attractive Chinese stock valuations
Foreign investors withdrew nearly Rs 14,800 crore from domestic stocks in the first week of this month, influenced by India's Lok Sabha election results and attractive valuations of Chinese stocks.
FPIs dump auto, FMCG and power stocks in second half of May
In late May, foreign investors drove a surge in automobile sector sales, offloading shares worth ₹3,323 crore, while also divesting ₹13,350 crore across multiple sectors. The NSDL data highlights a stark shift from earlier in the month, with inflows of ₹1,119 crore in April and ₹29,389 crore in CY 2023, underscoring a dynamic market landscape.
Politics may be fluid, but economics is still solid. Time to be somewhat greedy: Raamdeo Agrawal
Post-election, Nifty dropped reacting to exit polls. BJP leads with NDA's mandate for the third government, promising development reforms. PM Modi targets a developed India by 2047 with positive economic indicators like RBI rate cuts, good monsoons, and FIIs re-entry.
Consumer stocks have edge over capex-linked ones after shock poll verdict
Indian consumer-focussed companies are likely to shine, while capital spending-linked firms could suffer as the government shifts its policy focus to support lower-income segments, fund managers and analysts said on Wednesday, a day after a surprise result in the national elections.
When will Sensex, Nifty bounce back to pre-election level? Check top predictions
Investors worry about Modi 3.0's reform push due to coalition dependence, causing market volatility. Historically, post-election, Nifty rebounds, but rich valuations concern FIIs. Analysts predict normalization, and suggest call spreads. JPMorgan targets 22,000, while Bernstein predicts 23,500.
After sales of over Rs 12,000-crore in a day, FPIs could wait & watch
Analysts anticipate pressure on the new government to balance coalition demands with economic policies. U R Bhat expects policy continuity despite BJP's lower seat count.
GIFT Nifty rises 90 points; here's the trading setup for today's session
Equity markets rallied over 3% after exit polls predicted NDA's third consecutive win, with experts expecting new highs and recommending focus on manufacturing, capex, infrastructure, and financials for long-term investment.
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’s equity rally hinges on Modi bettering 303-seat tally
Indian stocks' performance is closely tied to the Bharatiya Janata Party's election success. A Bloomberg News survey suggests that if the party wins over 303 seats, stocks could rally; otherwise, a drop is expected.
Emkay sees Nifty at 24,500 by year-end
Manish Sonthalia, chief investment officer at Emkay Investment Managers, suggested investors to follow a multi-cap approach with equal proposition in large-caps and mid-caps to take advantage of a broad-based growth in Indian equity markets.
Strong fundamentals behind stock market rally, focus on long term investment: Experts
The current spurt in the stock market is on account of strong fundamentals and robust corporate earnings and retail investors can look for buying opportunities to accumulate quality stocks, experts said. The benchmark Sensex on Monday scaled 76,000 level for the first time while the Nifty hit a new lifetime peak of 23,110.80.
FPIs take out Rs 22,000 crore from equities in May amid poll jitters, Chinese mkt outperformance
Foreign investors have pulled out a massive Rs 22,000 crore from Indian equities so far this month, due to uncertainty surrounding the outcome of the Lok Sabha elections and outperformance of Chinese markets.
More PE firms gearing up for India debut
The US PE firm Platinum Equity is exploring investments in a range of sectors.
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