GLOBAL DIVERSIFICATION
Saurabh Mukherjea gives 3 themes that can create new opportunities for Indian investors
Saurabh Mukherjea of Marcellus Investment Managers emphasizes India's transformative investment themes: democratized opportunities, the $300 billion China +1 chance, and women's empowerment. India outperforms China in consistent compounder returns. Government policies attract global investments. Entrepreneurs, empowered urban women, and sectors like smartphones, APIs, and medical devices, aided by rising education levels and women-centric consumption, drive growth.
007 Effect! JPMorgan bond inclusion can attract $2-3 billion monthly FII inflows into India
Since October 2023, non-residents have invested nearly $15 billion in Indian government bonds, including $5 billion through USD-settled, INR-denominated supranational bonds. Starting from Friday, passive fund inclusion will begin at a rate of 1% per month, leading to total inflows of $25-30 billion by the time full weightage is reached.
Sattva Group to invest Rs 12,000-14,000 crore in diversification over next three years
“The funding for the initiative will be structured with a combination of equity, debt and sales. Approximately 20% of the funding will be in equity, while the remainder will be sourced from debt and sales proceeds,” he told ET. “Our approach to debt is highly prudent and disciplined. The company's primary focus lies on commercial and residential projects, which form the bulk of our portfolio.”
Global supply chain shift: Has India finally arrived?
Global supply lines are shifting for more resilience. Geopolitical developments put India at an advantage. Will demographic dividend finally create value for India?
$8 trillion & counting! How Family Offices have grown and their impact on the investment world
The history of Family Offices dates back to ancient Rome, evolving into a modern-day necessity for managing wealth and ensuring smooth transitions across generations.
What to do with Paytm, HUL, Adani Green and 3 other stocks? Aamar Deo of Angel One decodes
Markets are inherently intelligent by nature and structure, and given the kind of election mandate, markets had factored in the anti-incumbency & challenges that the government would face in the elections.
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‘Tremendous’ room for India to grow share in global value chains: Sanjiv Puri, CII President
Global trends indicate supply chain diversification is happening across levels and India is well-positioned to gain from these developments, says the CMD of ITC.
Learn with ETMarkets: How inflation impacts INR & what currency traders should do?
The Indian Rupee (INR) is influenced by global economic trends, inflation, recession fears, and geopolitical tensions. Traders should monitor inflation, anticipate capital flows, and use hedging strategies in the forex market.
Active ETF Offerings may Surpass Passive Ones in 3-5 Years
Actively run exchange-traded funds are poised for a record-breaking $260 billion haul this year, driven by investors turning to alternative strategies beyond traditional benchmarks. State Street predicts a significant increase in flows into active ETFs compared to last year.
Ray Dalio flags US-China ‘Economic Warfare’ among top global risks
Looking back in history, “economic warfare precedes military warfare,” he said. While most likely there will be no imminent form of military conflict, on the issue of Taiwan, the one-China policy “will not go on forever.”
New govt to inherit strong economy, focus on making India developed nation by 2047
India's record-breaking economic growth rate and strong tax revenues provide a foundation for future reforms aimed at transforming the country into a developed nation by 2047. The new government must address challenges such as unemployment and rural distress, while also focusing on controlling inflation. Despite potential obstacles, experts expect continued infrastructure-led growth, investor-friendly policies, and reforms to maintain India's economic momentum and attract investment.
Leasing takes off as Make in India settles
The government's focus on Make in India and production linked incentive (PLI) schemes to promote local manufacturing has started to yield results as seen in rising leasing demand for light manufacturing and warehousing. The growth is further evidenced by a 4.5 times surge in leasing activity for light manufacturing spaces in 2023, compared to 2020.
Learn with ETMarkets: What do global economic trends, and their implications mean to gold, currency markets?
The Indian rupee tends to weaken during such times due to increased risk aversion and capital outflows. A weaker rupee makes gold and silver more expensive in the domestic market, potentially leading to profit booking and increased liquidity among investors.
Diversify your portfolio to gain from post-elections policies: Mahantesh Sabarad
Mahantesh Sabarad, an Independent Market Expert, suggests that the capex theme will be lucrative, particularly for capital goods and industrial goods companies, if the current government continues. This outlook is based on the expectation of a strong emphasis on capex under the incumbent administration.
Why imports from China are rising despite atmanirbhar Bharat initiatives
Imports from China is something India should monitor. But in some ways, this might be the way for the country to become a self-reliant economy.
Supply chain realignments position India, SE Asia as manufacturing hubs, beyond China
The government’s focus on Make in India programme and the production linked incentive (PLI) schemes to promote manufacturing has started to yield results as indicated by leasing demand for light manufacturing and warehousing. This robust growth is further evidenced by a notable 4.5 times increase in leasing activity for light manufacturing spaces in 2023, as compared to 2020, with projected year -on year growth of over 25% in 2024, shows a JLL study.
Modi 2.0: Gold ETFs’ AUM jumps 565% to Rs 32,800 crore in 5 years, folios rise by 1,483%
Gold ETFs in India experienced a staggering 565% increase in assets under management (AUM) between June 2019 and April 2024, coinciding with the Modi government's second term. The surge in AUM, from Rs 4,930.44 crore to Rs 32,789 crore, correlates with a 1,483% rise in folios, indicating growing investor interest. This uptick is driven by factors like perceived safety, attractive returns, and the convenience offered by ETFs.
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.
View: Central banks are moving over to the yellow metal to de-dollarise and tackle global uncertainty
Gold prices have surged to a record high of $2,400/oz, driven by uncertainty rather than demand. Central banks have significantly increased their gold holdings, with a notable shift towards ETF investments.
Indian fund managers embrace Warren Buffett's advice: The rise of index funds in India
Indian fund managers are embracing Warren Buffett's advice by turning to index funds, which offer simplicity, low cost, and stability. The rise of index funds in India has revolutionized the investment landscape globally and locally.
China slammed in G-7 show of unity threatening trade escalation
Group of Seven finance chiefs criticized China's global trade practices, escalating tensions. The G-7 expressed concerns about China's non-market policies affecting economies and hinted at retaliatory measures.
Learn with ETMarkets: How central banks worldwide are impacting bull run in gold
Central banks' pivotal role in driving the ongoing bull run in gold prices is dissected, highlighting the connection between central bank actions and the surge in gold prices. With mounting concerns over rising inflationary pressures, central banks view gold as a reliable hedge against currency depreciation and inflation.
Navigating market volatility during elections: Insights & strategies for investors
Elections bring uncertainty with potential policy shifts like tax reforms, subsidies policies, and changes to capital gains tax. Market volatility can unsettle investors as they reevaluate positions based on political rhetoric and campaign promises.
Copper and aluminium prices at multi-year highs. Here’s why
Looking ahead, as prices are hovering near multi-year highs, there are chances of a technical correction, but such moves are unlikely to set into major liquidation. Since the supply-demand dynamics are supportive of prices, the ongoing positive sentiment will remain intact for the short run.
Foxconn’s Bharat FIH looks beyond Xiaomi to offset slump
Bharat FIH diversifies beyond Xiaomi orders at Chennai campus to explore EVs, telecom equipment, and TVs. Leveraging Make in India initiative with PLI benefits, the company aims to support GOI's localization plans and expand capacity based on customer demand.
Business, thought leaders to speak at ET Now GBS '24
PM Narendra Modi will be the star speaker at the event, which has its theme - Disruption, Development and Diversification. Others featured on the bill include Bridgewater Associates founder Raymond T Dalio, who will speak on Principles for Dealing with the Changing World Order.
Blaupunkt explores 'Made-in-India' TVs for global markets, eyes diversification beyond China in manufacturing
Blaupunkt, an electronics brand, is planning to procure televisions made in India for its operations in the Middle East, Europe, and Australia. The brand's local licensing partner, Super Plastronics, has revealed this move as an effort to establish India as a new global sourcing base. Super Plastronics is the Indian licensee for Blaupunkt televisions, which operates through licensing arrangements in over 80 countries worldwide.
Time ripe to explore steps to internationalise rupee: RBI Executive Director Radha Shyam Ratho
Reserve Bank of India Executive Director Radha Shyam Ratho has commented that internationalisation of rupee is the natural step forward. "As such, the time is ripe to explore various measures required to internationalise the Indian rupee to further the broader aspect of Aatmanirbhar Bharat," Ratho said at the Banking and Finance Summit organised by the CII.
Learn with ETMarkets: Why ETFs offer silver lining amid global uncertainty, inflation
In times of economic uncertainty and rising inflation, investors seek refuge in assets that can withstand the eroding effects of a depreciating currency.
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