FIIS FUND MANAGERS
ETMarkets Smart Talk: India's economy poised for strong growth in second half of 2024, market outlook cautious: Vipul Bhowar
India's economy is expected to experience strong growth in the second half of 2024. This growth will be fuelled by robust public investment and resilient private consumption, supported by strong domestic factors, decreasing inflation, and favourable fiscal and monetary policies.
ETMarkets Smart Talk: There might be a renewed focus on social expenditure in final Budget 2024: Arun Kumar Poddar
While we strive to reduce our reliance on FIIs, our Systematic Investment Plan (SIP) contributions are reaching record highs, reflecting growing confidence in the Indian markets.
Bond inclusion positive for banks; return of FII flows to benefit private banks: Pranav Gundlapalle, Sanford C Bernstein
Private sector banks, particularly HDFC Bank, are poised for growth and profitability. Indian bond inclusion may impact liquidity and interest rates, benefiting the banking sector. Public banks face challenges in profitability and growth compared to private counterparts. Regulatory actions in the NBFC sector may favor established players like Muthoot, says Pranav Gundlapalle.
Post Nifty@24000, is it time for profit-booking? Sunil Subramaniam answers
The widening gap in valuations between the mid-cap as well as the small cap pack and the largecap pack means that this is a wonderful opportunity to rotate it and bring down the average one-year forward PE of the portfolio by buying good quality, solid, robust largecaps, says Sunil Subramaniam.
Rs 32,000 crore-inflow in 12 days! 7 reasons why FIIs are chasing Indian stocks non-stop
In the evolving market landscape, investors are driven by factors like rate cut speculations and a long-term investment view, shaping market sentiments. The recent surge in FII investments, particularly in bluechip stocks, indicates a strategic shift towards sustainable growth opportunities.
FIIs have sold Rs 1 lakh crore worth of stocks from these 5 sectors in H1 of CY24
Foreign investors show interest in India post-US roadshow, anticipating Modi 3.0 policies clarity. Positive outlook on GDP growth and potential US Fed rate cut impact driving FII optimism for the future market trends.
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3 themes to bet on now for pre-Budget plays: Gurmeet Chadha
Gurmeet Chadha says that the market is trying to position on the pre-Budget period. But there are very few pockets which give a lot of valuation comfort. So, we have to be very selective in terms of what we buy and ensure that we do not end up paying very unreasonable valuations in those pockets.
Fund Manager Talk | Rally in rail, defence stocks at execution risk: Krishnan VR
The portfolio was up 1.7% in May compared to 0.8% for the benchmark BSE 500 total return index. Because many portfolio companies reported their fourth quarter (and full year) results last month, the performance was partly driven by positive earnings surprises
Modi premium for Indian stocks gets a hard look after elections
With the leader now navigating coalition politics after a weaker-than-expected mandate in this week’s national election, the so-called Modi premium is under scrutiny. Investors are looking for proof that Modi can continue his reforms with the same vigor, while balancing the demands of alliance partners and avoiding populist measures to regain public support.
Global funds cautious on stocks after election surprise
Global funds were net short on over 280,000 index-future contracts and were long on over 100,000 put options contracts, according to provisional exchange data compiled by Bloomberg, indicating expectations for equities to fall further.
Rs 15,000 crore gone! Check out 3 reasons why a weaker Modi 3.0 still won't scare FIIs
Around Rs 15,000 crore has been withdrawn by FIIs from India in the last four days amid election uncertainties, causing concern on Dalal Street about the impact of a weaker Modi 3.0 mandate on further outflows.
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.
Modi’s election setback only a blip for some global stock funds
“The first thing I did was message my portfolio managers who invest in India to say if Nifty banks are down because of a lower-than-expected mandate for Modi, it’s a buying opportunity,” Sai said in an interview on Tuesday.
ETMarkets PMS Talk: We will see a strong build up for India as a single-country destination for FII flows: Tridib Pathak
India’s growth gap over the rest of the world is widening and India will be the fastest-growing major economy in the world over the next 5 years at least.
We are poised to open a minimum of 25 hotels this year: Puneet Chhatwal, IHCL
I think as things are beginning to normalise, this global travel will also start coming back. And as of this October, we should see us getting close to the pre-COVID level. And it is only next year that India will cross the international arrival numbers that it had prior to COVID.
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.
India has potential to capture a large share of global defense market: Mark Matthews
I think there is scope for further expansion if the earnings grow and if the economy grows, then the earnings will grow. If the economy grows by let us say 6-7-8% per year, then I think it is reasonable to assume earnings grow by 12-13-14% per year and if you compound that a couple of years, then actually India is not expensive.
Hemang Jani's top stock bet from pharma sector
But nonetheless, I think even when it has not performed so much, I think if somebody has to put fresh money, I think it surely makes a lot of sense given the performance, valuation comfort, I do not see much of a challenge over there. And recently, the fact bond yields went down when you had that big dividend payout, I think there was a bit of an outperformance. So, I think you could look for some more outperformance at least over the next 6 to 12 months.
After consolidating around current levels, market to deliver healthy returns over 3-5 years: Jitendra Arora
Jitendra Arora of ICICI Prudential discusses market consolidation, challenges in valuations, and investment strategies emphasizing long-term growth over short-term gains. He provides insights on sectors like private banks and real estate for potential investment opportunities. Arora says: "Private bank is one pocket where we find a lot of comfort as a house in terms of the valuations."
ETMarkets Smart Talk: Chemicals & CRAMS sectors likely to get re-rated in FY25: Nimesh Chandan
Nimesh Chandan discusses FII selling, Nifty earnings estimates stability, and the potential for continued growth in the Real Estate sector post-election results. Chandan further says that largecap stocks currently offer a better risk-to-reward ratio compared to midcaps and smallcaps. He says: " On the business side, we expect chemicals and CRAMS(Contract research and manufacturing services) sectors, which has been an underperformer for the past few years, to get re-rated as business improves this year."
Markets to get surprised on the positive side if the NDA numbers are closer to 400: Manish Sonthalia
Manish Sonthalia, CIO at Emkay Investment Manager, discusses potential dark horses in commodities, specifically metal, and highlights sectors like public sector units, BFSI, banks, and IT performing well this year. sonthalia says everything seems to be priced into perfection or more than perfection when it comes to the extreme short term or even the short term.
Are HDFC Bank's best days over? FIIs & mutual funds are confusing investors
HDFC Bank investors face uncertainty as FIIs and mutual funds sell off shares, triggered by RBI actions and merger fears, despite optimistic outlook from analysts.
It’s three steps forward and two steps back for FII flows in Indian, Asian markets, says Manishi Raychaudhuri
Manishi Raychaudhuri emphasizes the importance of political and policy continuity for economic growth and market stability. He says discretionaries, particularly those discretionaries catering to affluent India are relatively safe, not just now but even over the next five to ten years. As income brackets continue to move higher, not only would the consumption package of Indians change, but how they consume that would also change.
Is it a good time to bottom fish in IT and banking stocks? Surjitt Singh explains
Surjitt Singh of PGIM India PMS discusses playing BFSI through differentiated themes, underweight banking and IT sectors. Market influenced by earnings season, government stability, and sectoral views. Positive on auto, healthcare, building materials. Concerns about real estate valuations. Metal pack showing signs of recovery. Overweight on hospitals and CDMO manufacturers in healthcare sector.
ETMarkets Smart Talk: Why are FIIs turning net sellers in Indian markets? Aditya Sood decodes
Aditya Sood, Fund Manager at InCred Asset Management, analyzes the impact of NDA's performance, FPIs' net selling, and the attractiveness of MSCI China index on Indian markets. He highlights the crucial role of these factors in shaping investment decisions. Sood says: "Over the next decade, India will be a buy on dip market — all corrections should be used as buying opportunities to increase allocation to equities as an asset class."
Mutual funds take Rs 10,000 crore contra bet on sleeping giants Kotak, HDFC Bank
Mutual funds invested Rs 10,000 crore in Kotak Mahindra Bank and HDFC Bank in April, despite their decline in Nifty rankings. Fund houses like HDFC MF, SBI MF, and Axis MF raised bets on HDFC Bank, while Kotak Mahindra saw buying from Nippon India MF and others. The investments were based on data from Prime Database.
Waiting to buy the dip? Wait for further decline: Sunil Subramaniam
Subramaniam suggests buying quality stocks during market dips caused by FII volatility. He highlights the importance of managing portfolio volatility, with opportunities in largecaps for short-term gains and small/midcaps for longer-term growth.
ETMarkets Smart Talk: FIIs remain underweight on India; 3 sectors that may make a comeback in 1-2 years: Ashutosh Bhargava
Ashutosh Bhargava says that it would be wrong to say election results will have no bearing on the market. The market is discounting continuity of the current regime and by no means is prepared for an alternative scenario. A low level of market volatility amidst ongoing pools reflects that. If consensus expectation turns out to be right and event risk is behind, one should expect return of FII flows.
ETMarkets Smart Talk: There's high interest in Indian market among global fund managers; Jiten Doshi decodes FII behaviour
Foreign institutional investors base their decisions on factors like benchmark composition, market ownership, growth, returns, and valuation attractiveness. Initially cautious about India due to high valuations, they show interest despite concerns. Many investors favored China and other emerging markets over India but are now reassessing their investments in light of market dynamics.
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