FOREIGN THEMED SCHEMES
Will prefer to focus on domestic sectors vs external facing sectors: Sunil Koul
I mean there is obviously the broader structural kind of under penetration story behind it, but I think the sector had not done well in the last a couple of years because of these issues and both in terms of numbers but also in terms of the regulatory overhang.
A 60% fall! Does falling FDI call for policy recalibration?
RBI reported a 62% drop in net FDI flows into India to USD 10.6 bn in FY24, the lowest since 2007. Select sectors benefit from the "China+1" trend, attracting opportunistic foreign investments. India requires comprehensive policy recalibration, aligning with sectoral strengths, and genuine market access.
Domestic equity-oriented MFs vs global themes: Should you diversify to mitigate risks?
Domestic equity-oriented mutual funds have outperformed foreign-themed schemes in the last year, with average 1-year returns at 44% for local equities compared to 21% for overseas funds. Experts recommend diversifying with foreign-themed mutual funds for global diversification and risk mitigation.
What investors expect from India's election outcome
India's six-week long national election, the world's largest, is nearing its conclusion with the final vote count on June 4. Investors are anticipating Prime Minister Narendra Modi's expected third term in office.
Silver ETFs beat smallcap, largecap MFs with 26% return in 2024 so far
Silver ETFs outperformed smallcap and largecap mutual funds in 2024, with a 26% return so far. Silver funds, dedicated to investing in silver, delivered an average return of 26.08% in 2024, with top performers including HDFC Silver ETF and UTI Silver ETF FoF.
Aditya Birla Sun Life launches Crisil IBX Gilt June 2027 Index Fund
Aditya Birla Sun Life Crisil IBX Gilt June 2027 Index Fund, an open-ended Target Maturity Index Fund, aims to mirror the CRISIL IBX Gilt Index – June 2027. It offers moderate interest rate risk, low credit risk, and a duration aligned with the index.
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Foreign-themed mutual funds rally up to 80% in a year. Should you go international?
International funds, including top performers like Mirae Asset NYSE FANG+ETF FoF, showed strong growth. However, concerns arise with Sebi's restrictions on overseas ETF investments and varying earnings growth in indices like Hang Seng and CSI 300.
Mahesh Nandurkar on 5 best sectors to own from 3-year perspective
Mahesh Nandurkar, MD at Jefferies, discusses investment opportunities in sectors like real estate and the auto sector. He emphasizes the potential for earnings growth and the impact of global economic factors on India's market prospects. Nadurkar says: "I would not necessarily link the FMCG stocks going up to the big improvement in the rural demand recovery as such."
ETMarkets Smart Talk: Market valuation key risk! Sampath Reddy is betting on pharma, QSR & financial sectors in FY25
Sampath Reddy discusses market risks in FY25 due to elevated valuations, emphasizing the pharmaceutical sector's potential. He advises favoring large-caps, notes SEBI's stress-test for MF schemes, and highlights post-election sector benefits. Reddy also says: "We expect that equity returns maybe a bit subdued in FY25 compared to FY24, even though the long-term India growth story remains intact."
ETMarkets Fund Manager Talk: This fund manager is betting on 3 major themes to play on the India growth story
Ambit Asset Management and Bhargav Buddhadev are bullish on mass consumption, manufacturing, and exports. Positive outlook on market share regaining, margin improvement, chemical, and consumer discretionary companies. India's growth potential remains promising. Buddhadev further says: "We believe smallcaps should not be viewed through a different lens, especially now, given that several companies have also become liquid."
ETMarkets Fund Manager Talk: Limited inflows into midcap scheme via SIPs, deferred smallcap fund launch: Whiteoak Capital
Whiteoak Capital limits midcap scheme inflows and defers smallcap fund launch. Rally driven by earnings resurgence. SEBI restricts overseas ETF inflows. India's market outlook remains strong with potential for alpha generation. Pant says: "From a prudent risk management perspective, we continue to stay fully invested at all times with a bottom-up approach to investing in great businesses at attractive valuations."
Brainstorming underway at highest echelons of India’s tax admin to figure out ways to deal with 'retrospective’ character of black money law
India's tax administration is brainstorming ways to address the 'retrospective' character of the Black Money law. The government wants to resolve the retrospective element of the law without letting it lose its edge. Petitions before the court have questioned whether a law -- that could put the offender behind bars for 7 years -- can be used to punish someone for an offence that was committed when the specific law did not exist.
Govt says 27 new sites identified for development under PRASHAD scheme
The government has identified 27 new sites for development under the PRASHAD (Pilgrimage Rejuvenation and Spiritual Heritage Augmentation Drive) scheme, aimed at enhancing tourism infrastructure at pilgrimage and heritage sites. Additionally, 57 destinations have been identified for development under the revamped Swadesh Darshan 2.0 scheme, focusing on sustainable and responsible tourism. The Union Minister of Tourism, G Kishan Reddy, provided this information in response to queries in the Lok Sabha, highlighting ongoing efforts to promote India as a preferred tourism destination.
Sailesh Raj Bhan on new multi-year investment themes and where to invest in smallcaps
“We are also seeing a significant amount of paper now coming about. The core area to watch for is the Rs 10,000-20,000-crore range market cap companies in smallcaps, which are still relatively better placed to handle the ups and downs of cycles which might come around. And there the valuations are possibly less frothier than the valuations below.”
ETMarkets Smart Talk: Key risk to watch out! FII flows into Indian equities could slow down: Harini Dedhia
"The last few months are more for campaigning/sloganeering rather than actual spending. To that extent, I feel that we may see a tempering of actual capex spend from the government over the next couple of quarters. A real pick-up would be once the new cabinet is in place. For now, we would like to take advantage of any volatility in the prices of capital goods companies to add some from the ‘flow’ category of companies to our portfolio."
Quant Mutual Fund files draft documents for three new schemes
The minimum application amount for all these three schemes is Rs 5,000 and in multiples of Re 1 thereafter.
PM Modi to deliver 10th consecutive Independence Day address
Experts will also be looking for political messages in the address. Modi has mostly refrained from launching any direct political attack on opposition parties in his Independence Day addresses but has often stressed on the governance changes his dispensation has ushered in after a spell of "corruption" and policy paralysis.
India poised to become new destination of petrochemicals globally: Union Minister Mandaviya
Mandaviya said that due to India's business-friendly policies, the world finds India as a trusted ally and priority destination for investment
Stock investment firms eye tax relief on foreign equity purchase; Indian-American Neal Mohan is new YouTube CEO
New-age stock investing platforms are planning to write to the government seeking exemption for foreign equity investment use cases from the new TCS regime wherein the tax collected at source (TCS) will go up sharply to 20% from 5% as suggested in the Budget 2023-24 proposals. We have this and more in today’s edition of the ETtech Morning Dispatch.
Investing in an overseas market? Consider SIP investments through ETFs: Yash Upadhyay
“Investing through ETFs is a good way, but investors should look for long-term investing because if you are trading very frequently, the charges are pretty much high and will eventually eat up all the profits because you lose around 1 to 2% in the forex conversion charges, plus there will be some withdrawal charges, plus there will be some purchase charges.”
Facilitating growth will be the theme of Budget over next couple of years: Keki Mistry, HDFC
“One must understand that housing loans are for 13 years or 15 years and over that period of time, rates will go up and come down. It does not make too much economic difference whether you take a loan at the time when rates are higher or low because if they are high now they will come down, if they are low today they will go up at some point in time."
ETMarkets Smart Talk: Infra, railways, defense among top 5 themes to shine ahead of Budget 2023: Raghvendra Nath
The year 2022 has been both challenging and rewarding for investors. Throughout the year, and especially in December, investors have faced excessive volatility, with the market witnessing significant spikes and dips on the back of a number of positive and negative cues.
Year-end Special: Money-making Ideas! 7 investment themes for stock investors in 2023
Hardly any analyst ETMarkets spoke to sees Nifty slipping below the 18,000 mark in the next one year. The most optimistic of bulls are expecting the index to even zoom past the 20,000 mark. Global brokerage BofA Securities has built a base case Nifty target of 19,500 while Morgan Stanley sees the Sensex at 68,500 in 2023.
Looking for a theme to build your stock portfolio? Here’s one solid idea
The National Highways Network will receive an investment of Rs 20,000 crore to add 25,000 Kms in the current fiscal. Private investment is invited for four Logistics Parks in the form of a Public-Private Partnership (PPP). Policies such as 100% FDI under the automatic route have been set to ease foreign investment in India.
Want to bet on capex recovery? Try these 5 sectors: Anmol Das
"Apart from the financials sector, long-term investors need to understand the transformation and evolution/revival of other sectors, e.g. renewables, defence, sugar & distillery, textiles, auto & auto ancillary, hotels & hospitality, iInfrastructure & logistics, shipping & marine, etc. With the increased population and improvement in the standard of living, the requirement of energy is also rising, and the need to diversify from fossil fuel as well."
Buy or Sell? Multibagger stock riding on 'Make in India' theme down 46% from peak!
Global brokerage Morgan Stanley, which recently downgraded the stock to underweight, said the market is ignoring multiple risks including competition, margins, and ROE contraction.
ETMarkets Smart Talk: India to outperform, export-oriented themes to show earnings revival: Devina Mehra
"Given where the market is currently, it will be prudent to start the reinvestment process or at best split it over a couple of months. In terms of risk areas, the commodity price increase in energy, as well as food, has driven up inflation and will also crowd up out some other consumption. Plus, rupee depreciation remains a clear and present danger that I have been warning about for at least six months."
Invest in these three themes while putting your money overseas: Sadaf Behbahany
Offshore assets under management with Indian mutual funds have grown from Rs 5.5 lakh crores in 2008 to Rs 38.94 lakh crores (the upper limit being $7 billion) in January 2022.
Should you invest in foreign stocks directly? Details on options available, charges, taxation & more
You have the option of investing directly in overseas equities if you're missing out on foreign markets. Let's look at what this road entails and whether it's a reasonable alternative to think about.
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