EQUITY PORTFOLIO

“We have investments in large private sector banks, some regional private sector banks, NBFCs, MFI, microfinance, wealth management, life insurance, so pretty much across the board. We continue to find a large number of stocks that are still reasona...

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.

Emcure Pharmaceuticals has announced its initial public offering (IPO) with a price band of Rs 960 to Rs 1,008 per equity share. The subscription for the IPO will open on Wednesday, July 3, and close on Friday, July 5. The floor price and cap price ...

Staging a strong comeback after general election results, foreign investors pumped Rs 12,170 crore in Indian equities so far in June, mainly driven by expectations of continued policy reforms and sustained economic growth.

Foreign investors stage a comeback in holiday-shortened week, slashing net selling from 14,794 crore in June first week to Rs 3,064 crore at the end of second week.

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.

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 strat...

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 i...

​Grasim seems very sweet over there. Our top pick continue to be some of the insurance companies, HDFC Life had a smart comeback. I think that there is a block deal in Mphasis, do not miss out on that because I think Mphasis as a stock on the barome...

We believe that government support, coupled with a favorable monsoon, will lead to an increase in rural consumption, making it a theme we favor.

Foreign portfolio investors have been selling Indian shares ahead of the elections, focusing on growth stocks over defensive ones. Data from NSDL shows a decline in FMCG and IT sector weightage in FPIs' equity folio.

Domestic equities ended the week near all-time highs despite election-related volatility. Analysts expect the upward bias to continue with focus on key economic data. State of the markets signals a negative start with Nifty futures trading lower at ...

​ 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.

GIFT Nifty: Domestic equities rose for a second day as investors analyzed Lok Sabha 2024 elections outcome. Focus on government formation, ECB meeting today, and RBI policy tomorrow.

Domestic stocks saw a significant bounce back as confidence surged following the reconfirmation of the NDA's third consecutive term in government. Yashovardhan Khemka, Senior Manager of Research & Analytics at Abans Holdings, noted that in the short...

JP Morgan categorized 25 stocks as 'overweight' post the Lok Sabha election results. It recommend positioning for potential spot-up and volatility-down scenarios

Investors are adjusting portfolios for potential structural reforms under Modi's third term. Sectors like infrastructure, financials, and consumer discretionary are in focus. Brokerages recommend stocks across sectors including SBI, ICICI Bank, L&T,...

Capital markets regulator Sebi on Thursday proposed providing relaxation on the framework pertaining to valuation of investment portfolio of alternative investment fund (AIF).

The selling spree in Indian stock markets by foreign portfolio investors (FPIs) turned aggressive in May, partly attributable to a strong US dollar, sticky inflation particularly in the food segment, and poll outcome-related anxieties.