GLOBAL MONEY MANAGERS

A clear avoid now will be companies with too much hype and euphoria, and maybe some segments within the different spaces where valuations have gone crazy, says Aman Chowhan. Some of the consumer names are trading north of 70-80 PE, which is also a c...

The first half of 2024 was marked by soaring mega caps, political uncertainties, and remarkable movements in commodities and emerging markets. From Nvidia's market value surge to Japan's weakening yen and the rise of cryptocurrencies, the period ref...

The premiere caps a busy year for Jain - former co-chief investment officer at Millennium Management - who has travelled the world pitching his fund. He initially aimed to gather as much as $10 billion. But after struggling to hit that goal, he cut ...

Congress questions if India's new finance minister will support the global 'billionaire tax' effort and if the prime minister will side with common people or billionaires ahead of the swearing-in ceremony.

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 v...

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 E...

I believe that the market is going to remain positive. Investors are going to be remaining confident. Maybe these numbers are going to be forgotten after a couple of days once the ministries and the governments are formed.

“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.

Ironically, I actually think it is a very healthy development. I know the market reacted quite negatively. Obviously, vis-a-vis expectations, it was certainly an upset loss.

LIC assets have exceeded Rs 50 lakh crore, marking a significant milestone and overshadowing Pakistan's GDP. In FY24, LIC reported a profit of Rs 40,676 crore and total premium income of Rs 4,75,070 crore. The company, with a market share of nearly ...

A lot of the recent action is due to what we are seeing in global markets as well. So, I am not sure how much of it is solely related to the upcoming elections. However, there is some short-term risk if we close below, say, 22,550, where we are righ...

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 ...

In the last ten years there have been many sectors which have come out of their troubled past, but the power sector probably stands out for multiple reasons. First, moving out of trouble not only meant that power companies were able to stand on thei...

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 ...

India will be included in JPMorgan Chase & Co.’s key emerging market bond index as of next month, and foreigners have sent a net $8.2 billion into the eligible bonds since the announcement in September.

Share prices have rebounded from multi-year lows in February on signs of more official support. The benchmark Shanghai index has climbed more than 3% since reports of the property rescue surfaced on Thursday, taking its gains to a fifth in 3-1/2 mon...

Magic Spends allows investment of a predetermined amount every time a user of the company’s eponymous mobile app makes a transaction. The investment goes into digital gold and mutual funds.

GIFT City to launch foreign currency settlement system chaired by K Rajaraman, IFSCA, supported by RBI and Clearing Corporation of India. System to settle US dollar transactions between IBUs in real-time. CCIL subsidiary to operate FCSS, aiming for ...

For many other Asian economies, domestic economic conditions warrant a cut in interest rates, but fears of currency depreciation could hold their central banks back. If private investment and consumption are the next growth engines, will lower inter...