GLOBAL COMPOUNDER PORTFOLIO
Emkay Investment Managers launches Emkay Capital Builder Fund AIF
The Emkay Capital Builder AIF is designed to generate long-term capital appreciation for investors through a carefully curated portfolio of equity and equity-related securities. The fund will maintain a multi-cap portfolio comprising approximately 20-25 stocks, ensuring a diversified and balanced investment strategy.
Hyundai IPO will be a great investment vehicle for long-term investors: Sachin Shah
But the real big story today in India, not only for two-wheelers but for across products and categories is the game of premiumisation. The young aspirational India is very much looking to upgrade themselves to premium products.
Payoneer Elevate empowers 500+ service export SMBs on their global expansion journey
Payoneer Elevate 2024 marked the 8th edition of Payoneer’s global flagship event in India, empowering entrepreneurs, founders, and growth leaders of service export businesses on their journey towards global expansion. Held on April 18, 2024, in the capital city, Payoneer Elevate 2024 delivered domain-focused knowledge sessions for over 500 Indian Small- and Medium-sized Businesses (SMBs) aiming for global growth. Here's how Payoneer is leading the transformation of cross-border payments to support Indian SMB exports.
PMS funds which managed to trump Nifty with up to 18% return in May
PMS schemes, favored by HNIs for surplus capital, outperformed in May despite the flat Nifty50 TRI index before the election results. Investing in listed holding companies, Unifi Capital's HoldCo fund led with a remarkable 17.88% return, surpassing others in the PMSBazaar database.
Secular bull trend in India significantly reasserting itself: Jonathan Garner
There was a counter trend rally in China in April, but that has run out of steam quite badly in the last two or three weeks as the negative fundamentals have reasserted themselves, so that is nominal GDP growth that is running at only around a third of the level of India, a currency that is more susceptible to weakness than what you see in the case of the Indian rupee.
Political, market volatility spice markets up
Investor sentiment is fragile in Asian markets amid concerns over U.S. and global economic growth. Indian assets have been volatile due to the country's general election result.
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Energy transition, electrification theme to provide big investment opportunity: Nirav Sheth
We need to look forward to the next big critical event which is budget and I believe that that will set the tone for what India needs to do for the next 5-10 years and I believe that you are likely to see a reasonable level of indirect reforms.
Trent plans global retail push after acing it in India
Noel Tata-led Trent is venturing into international markets with a flagship store in Dubai, targeting the Indian diaspora. Zudio, a key brand, has surpassed ₹7,000 crore in revenue in India. The company experienced another year of substantial growth in FY24, with net sales increasing by 50% to ₹12,375 crore and net profit nearly quadrupling to ₹1,477 crore.
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.
Stock market rally predictions after Lok Sabha election results create frenzy but investors must remember this key point
True optimism should extend beyond immediate gains. A sustainable investment journey requires diligent planning, thoughtful strategy, portfolio diversification, and patience amidst market fluctuations. By embracing these principles, investors not only mitigate risks, but also position themselves for longterm growth through compounding returns.
What to do with Zomato, Cochin Shipyard and 4 other stocks? Aamar Deo of Angel One decodes
Ahead of the June 4 general election, India VIX nears 30, causing high volatility. Analyst advises caution in investing light amid market rally driven by Modi and Amit Shah's statements. RBI's record dividend payout boosts market sentiments. Watch Nifty and Bank Nifty levels for market trends. Consider diversifying among large caps, midcaps, and small caps.
Not booking any profits now; more money coming in which have to be put to work: Mark Mobius
Mark Mobius says not booking any profits because they have more money coming in and they have to put it to work. ans that is not a problem because the markets are very deep now and we can see lots of opportunity, not only in India, but in other parts of the world.
2 sectoral bets from Ganeshram Jayaraman for next 2 years
This has led to a very positive capex cycle, likely to start private sector capex cycle. This very good profit growth also led to strong government capex because tax collections were buoyant. So, it was a very strong demand, supply, earnings and valuations cycle.
Govt needs to further expand PLI scheme to make India 'Global Drone Hub': Report
As per the Ministry of Civil Aviation projections, the Indian drone manufacturing industry is expected to reach Rs 900 crore by 2025 from just Rs 60 crore in 2020-21, according to a study conducted by Nexgen Exhibitions. It also noted that the Indian drone market is expected to grow at 22.15 per cent CAGR (compounded annual growth rate) during the 2024-30 period.
To build a corpus of Rs 5.3 crores in 30 years, one needs to invest Rs 17,000 per month
"There are 4 pillars of retirement income namely, social security, employment-based plans, personal retirement assets and family / social structure. Social security in India is not as developed or as widespread as the ones in advanced countries. Only people working in the organized sector and for the government are eligible for employment-based pension plans," says Suresh Soni, CEO, Baroda BNP Paribas Mutual Fund.
Nestle India shares drop 2% after Q4 results. Buy, sell or hold?
Nestle India's share price fell 2% to Rs 2,511.60 after Q4 results. Standalone net profit rose 27% to Rs 934 crore, revenue increased 9% to Rs 5,268 crore. Brokerages hold mixed views on the stock.
Devina Mehra's portfolio tips: Avoid the big losses, avoid a big hit to your capital & then you will win
Devina Mehra warns investors about smallcap crash risks during euphoria. Emphasizes careful stock selection and managing risk to avoid losses. Advocates for cautious approach in volatile markets for better returns. In case of industrial, Mehra says: " I expect, sometime this year, maybe the story will be over. Of course, we have trimmed, we have changed stocks and we have done all of that but we are still overweight in that sector as we speak."
Haier aims to become second-largest appliances maker in India; expanding portfolio and capacity
Haier aims to become the second largest player in the fast-growing Indian market. It is investing in manufacturing, expanding its product portfolio, and increasing exports. Haier India expects to touch the Rs 10,000 crore-mark in FY25 and has invested Rs 3,500 crore, creating 35,000 jobs.
We are baking in 15% earnings growth for India in next couple of years: Sunil Koul, Goldman Sachs
Goldman Sachs predicts higher market levels in Asian equities, driven by earnings recovery and rotation into largecaps and quality stocks. India offers structural growth opportunities with double-digit earnings growth and favorable macro conditions. The 20% move in the index for last year was entirely driven by the underlying earnings and if you looked at the aggregate multiples, that for the index is actually flat year-on-year.
ETMarkets Fund Manager Talk: Why does this portfolio manager think the traditional 60:40 asset allocation model will return?
After a year of rate-tightening, liquidity conditions may ease and interest rates may lower in 2024. Arindam Mandal, portfolio manager at Marcellus Investment Advisors, anticipates a return to the 60/40 asset allocation model for the average investor. For Indian investors, he recommends a 70% allocation to domestic equity and a 30% allocation to global equity.
Time to think about one plus India. EMS can continue to be a big bet: Vikas Pershad
Vikas Pershad of M&G Investments believes that investors should consider India as a market along with China. He highlights the rise of retail interest and the financialisation of savings in India. Pershad also discusses the potential for absolute returns in China and the growth opportunities in the EMS sector and auto ancillaries market.
Never put much faith in FII flows; remain overweight India in global portfolios: Devina Mehra
Devina Mehra discusses the underperformance of banks in recent years, attributing it to negative surprises and credit risks. She advises caution when investing in banks and mentions being skewed towards public sector banks. She also highlights the importance of assessing credit quality in banks.
ETMarkets PMSTalk: How First Global turned Rs 1 crore to 2.57 crore in 3 yrs, Devina Mehra decodes
In India, we went through a whole decade 2010 to 2020 of below-normal market returns. Rs.100 invested in 2010 went up to only Rs.230 in 10 years in contrast Rs 100 invested in 1980 went up to Rs.700 by the end of the decade.
Ashutosh Bhargava is looking at the power sector for compounding ideas. Here’s why
“Globally, data show that the worries related to hard lending and earnings which are coming, are turning out to be better than most people's expectations. We are going into 2024, which to my mind is going to be a relatively more boring, slow recovery kind of year for the global economy.”
Long-term wealth can only happen in ‘hold’ phase. So, be patient: Mihir Vora
“If you are picking stocks individually, then you have to have faith in that company that you are invested in. But ultimately long term wealth and long term compounding can only happen in the hold phase. So, be patient and be aware of what you are doing. Be patient and be aware of what you are doing.”
Markets fairly valued, no multibaggers but compounding opportunities are there: Prashant Jain
“In India the largecaps – Nifty, Sensex can compound 12% longer term. I do not see a challenge in that. Markets are now close to historic multiples, slightly higher but I think there are three reasons why Indian multiples may settle higher than the past – faster growth, lower cost of capital and lower volatility.”
Disconnect between large, mid, small and microcap is not likely to last longer: Nilesh Shah
“As an investor, there is opportunity in premiumisation, mass market and super luxury segments. All three options are available in India and as an investor we will have to keep our eyes open. As of today, post Covid consumption distribution, premium markets or premium products have done well but it is just a question of time before the mass market products also start doing well.”
ETMarkets Smart Talk: Valuations matter! There are 28 IPOs expected in Q2 and Q3: Sreeram Ramdas
"The opportunity in the IPO segment depends on market sentiments and the number of IPOs. The recent correction in the Indian market was anticipated and is considered a healthy one. The rise in the Dollar index and US Bond Yields is impacting equity markets globally. The RBI is expected to keep rates stable for the next six months. Despite the overvalued market, there are attractive opportunities in specific companies and sectors."
Over the next 3-5 years, what could be good compounders in making? Porinju Veliyath answers
“The largest two holdings in our portfolio are Tata Communications and Raymond. Raymond has moved from Rs 3000 crore to now around Rs 14,000 crore market cap. Similarly, in Tata Communications, we continue to hold all our stocks and we have been buying till very recently. However, we are ready for 10-15% correction in both the stocks.”
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