EQUITY INVESTOR
We are pure opportunists; don't love or hate any stock or sector: Sandeep Tandon It is not only about India, India is like we have seen extraordinary valuation for this thing, it was grossly over-owned. So, we have been cautious. But that does not mean that if any stock hit any inflection point, extreme hated zone or neglected ...
15 Jul, 2024, 01.23 PM ISTRetail investor confidence remains with us; we continue to generate alpha for over 80 lakh investors: Sandeep Tandon It is a process which takes its own sweet time. So, I would not like to comment on that. It is a regulatory process and then it continues. So that is the only thing, as and when something happen or development, we like to share that, as of now the i...
15 Jul, 2024, 01.23 PM ISTRetail chases reward over risk, equity MF folio additions hit a record in June In June 2024, 4 million equity mutual fund folios were added, raising the total to 133 million, according to AMFI. Sectoral funds, contributing 37.84% of gross inflows and over 40% of new folios for a second month, spearheaded this growth.
15 Jul, 2024, 07.20 AM IST
Do the Indian equity markets now resemble a mug of beer that has been poured too quickly? What investors should do As seasoned investors know, markets rarely move in a straight line. Periods of exuberance are often followed by reality checks. The best investment decisions are often made when you’re swimming against the tide of popular sentiment. So, while the ma...
15 Jul, 2024, 06.30 AM ISTWith the Sensex crossing 80,000, equity investors are worried about a correction. Is it time to sell? With the Sensex crossing 80,000, investors are worried about a correction. Find out how to contain risk at this level.
15 Jul, 2024, 06.30 AM ISTDirectionally, flows will be very healthy for the rest of the year: Rakesh Rawal, Anand Rathi Wealth Directionally, I think that the flows will be very healthy for the rest of the year, says Rakesh Rawal of Anand Rathi Wealth. The proportion of debt is coming down for us and the proportion of equity is going up. So, from 48% of our total mix of equ...
12 Jul, 2024, 02.04 PM ISTIn equity's Indian summer, IPOs and investors make hay in 2024 The IPO market in 2024 has seen strong investor interest with 38 companies listing at an average gain of 25%. While some stocks like Jyoti CNC Automation and Exicom Tele-Systems have surged 100-300%, others are trading below offer price. Major IPOs ...
11 Jul, 2024, 07.06 AM ISTPrivate equity deals in Indian real estate increased marginally Private equity deals in Indian real estate surged in Q1 FY25, mainly due to a significant investment in Reliance Retail's warehousing assets. The $1.5 billion Reliance-ADIA-KKR deal represented 71% of total PE deals. Despite an overall weak macroeco...
10 Jul, 2024, 03.07 PM ISTWho should consider a thematic or sectoral fund? Thematic funds focus on specific themes like manufacturing, real estate, and energy, carrying higher risks due to concentrated investments. Investors are advised to build a core portfolio with diversified funds before considering thematic funds. Car...
10 Jul, 2024, 09.47 AM ISTRushing into high-return mutual funds could disappoint Investors are heavily relying on past returns when investing in equity mutual funds, which can result in below-average returns. Analysts note a pattern of outperformance followed by underperformance in funds. Wealth managers recommend careful analys...
10 Jul, 2024, 07.44 AM ISTExpert panel to meet on July 15, discuss steps to lower risks in derivatives market Sebi's panel, led by G Padmanabhan, will meet July 15 to discuss equity derivatives measures, addressing speculative expiry day trades. It includes increasing lot sizes, enhancing margins, upfront premiums, and intra-day monitoring. Chairperson Madh...
10 Jul, 2024, 07.36 AM ISTEquity market investors: A new powerful political constituency India's financial shift includes 13.6 crore investors, about 10% affluent, driven by SEBI and smartphones. Participation extends beyond Maharashtra and Gujarat to states like Uttar Pradesh and Madhya Pradesh. Individual investor opinions shape econo...
09 Jul, 2024, 02.00 PM ISTFPIs inject Rs 7,900cr in equities in first week of Jul; investment surpasses Rs 1 lakh cr in 2024 FPIs infused Rs 7,900 crore into Indian equities, raising the total to Rs 1.16 lakh crore in 2023. June saw a Rs 26,565 crore inflow with political stability. Milind Muchhala noted US bond yields' impact. Geojit's Vijayakumar cited buying in telecom...
07 Jul, 2024, 11.41 AM ISTFor a handful of equity and shine, investors open 4.3 m Demat a/cs In recent activity, nearly 3.9 million new investor accounts were opened with the Central Depository Services Ltd (CDSL), and an additional 0.4 million accounts were registered with the National Securities Depository (NSDL). By comparison, May witne...
06 Jul, 2024, 09.45 AM ISTWhat CJI Chandrachud's ‘stratospheric’ market remark means for equity markets Indian headline indices' record hitting spree has raised alarm bells among sections of market enthusiasts and the latest to jump into the bandwagon is the Chief Justice of India (CJI) DY Chandrachud who has advised market regulator Securities and Ex...
05 Jul, 2024, 04.33 PM ISTFPIs return to fin services, buy over Rs 9,000 cr in June Foreign investors renewed buying in automobiles, information technology (IT), construction materials, oil & gas and consumer durables sectors.
05 Jul, 2024, 07.29 AM ISTMarkets on bullback, no pullback from 80,000 milestone Sensex hit 80,000, led by TCS, Infosys, and banks like Kotak Mahindra. Nifty reached 24,302.15, driven by pre-budget CapEx expectations. Markets show bull indications, driven by private banks and tech. Confidence from policy consistency, expected so...
05 Jul, 2024, 07.15 AM ISTShould 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.
01 Jul, 2024, 06.30 AM ISTFPIs 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.
30 Jun, 2024, 11.24 AM ISTEquity 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 ...
21 Jun, 2024, 02.48 PM IST