INDIAN WEALTH SECTOR
Midcaps stocks: Bullish, Selective, Long term, combined the three for wealth creation. 5 mid caps stocks with upside potential of upto 22 %
In a market where bulls are ruling every corner of the street, and stocks are either fairly valued or overvalued. The big question is how does one take care of the basic aspect of buying good quality stocks at reasonable valuations. While in this market reasonable valuation might be difficult to find so it would be better to focus on finding quality business knowing full well that one is paying premium in bullish times. Just do a little hard work and ask some questions about the business one is going to be owning after one buys the stock. Doing all this will help in selecting the right stock and staying with them in order to create long term wealth.
How India can leverage its cultural riches to stimulate its economy
India's cultural heritage is being recognized as a potential driver for economic growth, with efforts being made to leverage traditional industries and tourism. Government initiatives, like the redevelopment of Ayodhya and Kashi Vishwanath Temple, are yielding positive results in terms of increased visitors and revenue. Prime Minister Modi's focus on promoting Indian culture globally through initiatives like Tamil Cultural Centers and showcasing heritage on the G20 platform is notable. The goal of developing a comprehensive Cultural Economic Model to propel India's economy towards development by 2047 is being emphasized, with the potential to serve as a blueprint for other countries.
RIL, SBI lift muted D-Street; investors' wealth soars Rs 450 lakh crore
The 30-stock S&P BSE ended with minor declines at 79,996.60, losing 53.07 points or 0.07%. Meanwhile, the broader Nifty closed with 21 points or 0.09% gains at 24,323.85.
Bajaj Finance can become best pick in financial space amongst largecaps in one or two quarters: Digant Haria
Whatever growth will pick up will probably happen on the infra corporate side. HDFC is not known to be very strong on those sides. So, I do not see that growth and the margin problems will get solved in the immediate quarter and the stock has had a good run up along with the market. So, I think people should celebrate and you have to wait for a few more quarters before the results actually fire up.
Indian financial services sector is experiencing a significant upswing: Inventure Growth & Securities’ Kanji B Rita
India's financial services sector is poised for sustained growth. By leveraging the demographic advantage, embracing technological advancements, and prioritizing financial inclusion, a robust and inclusive financial ecosystem can be built, says Inventure Growth’s Kanji B Rita.
Huge flows into sector, thematic MFs make wealth managers edgy
As per data from Franklin Templeton, sectoral and thematic funds garnered ₹70,072, or 31% of the total net inflows of ₹2.27 lakh crore, in the past 12 months. This helped make sectoral funds the second-largest equity mutual fund category after flexi-cap funds, with assets of ₹3.37 lakh crore, constituting 13% of the total equity mutual fund assets of ₹25.4 lakh crore.
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Jigar Mistry on five sectors where investors can allocate fresh capital
Mutual funds, if you look at the smallcap number of folios, that has gone up 4x in under three years. We have now more smallcap folios than midcap or largecap number of folios.
New survey reveals nearly 74% Indians support taxing the super-rich; Here's why
As the G20 finance ministers' meeting approaches, a new survey shows overwhelming public support for a wealth tax on the super-rich. Conducted by the Earth4All initiative and Global Commons Alliance, the survey reveals that 74 per cent of Indians support wealth taxation to address global issues like hunger, inequality, and climate change. The meeting will discuss implementing a global minimum tax on the ultra-rich, potentially reshaping global economic policies.
Auto, auto ancillary sector a good theme to play the rural recovery: Devang Mehta
Some of the FMCG participants also came in this analyst guidance that most of these companies are now trying to come back and there was a decent volume growth which is seen.
Business families seek legal advice to amend tightly written deeds of family settlement amid global expansion plans
Business families, particularly in India, are increasingly seeking legal counsel to amend rigid Deeds of Family Settlement (DFS) originally drafted decades ago. These deeds, designed to safeguard inheritances, now pose challenges as younger generations seek to expand globally into new sectors like fintech, tech-led consumer businesses, and electric vehicles. Legal experts note that the old deeds lack flexibility for today's globalized and dynamic business environment, prompting families to consider amendments to address issues such as wealth protection, succession planning, and regulatory compliance.
FY24 threw 12 multibagger stock ideas with consistent earnings growth. Which ones to chase?
FY24 featured 12 multibagger stocks with consistent earnings growth in sectors like autos, capital goods, PSUs, power, and infra sectors. Experts shared valuable insights for investors looking to capitalize on market opportunities.
Markets can gain another 10% by year end: Samir Arora
But the bottom line is that this is a big event and the FIIs who have been selling for the last few months are not going to sell like this anymore and therefore you will be in a sweet spot where domestic guys are buying and foreigners are trying to build back their positions.
Tata AIA Life launches Midcap Momentum Index Fund
Tata AIA Life Insurance launches Midcap Momentum Index Fund to capitalize on India's midcap sector growth potential, offering investors a chance to benefit from high-growth midcap stocks through ULIP and ILP solutions.
Is it time to book profits in 'Modi stocks'? Sandip Sabharwal answers
If you have been always wanting to sell something and you could not get the opportunity, that is always the case, you should always do that. But I think it is foolish to unnecessarily increase cash in the assumption that you will want to buy cheaper at this point of time because if the strength of the mandate is as strong as what it reflects, then I think there will be continuity, there will be strong economic growth over the next few years.
Leadership and long-term mega trends: Utpal Sheth on identifying 'Gorilla' companies
We have already established that value creation is different from wealth creation. So, in my experience, there are three large components that create terminal value about which the terminal value investor should have differentiated insight on and those three components are intangibles, megatrends and leadership.
India has a great story going for it; market levels very sustainable: Prateek Agrawal
We believe over the next month or so as that market tapers off, that bit of selling and the confusion that you see there would also subside.
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.
India will continue to be a 'buy on dips' market: N Jayakumar
My own assessment is that, especially even as investors, the local investors have now got a higher percentage of company holdings than foreigners. To my mind the big takeaway of the last five years. has been the pre-eminence of the Indian retail investor, unspoken, unsung, unknown investor through SIPs and through his investments and largely through mutual funds has remained an increasingly important constituent of the markets.
Private philanthropy to expand at 10–15% annually in next five years: Neera Nundy, Partner, Dasra
Private philanthropy is expected to see a significant expansion with family philanthropy seeing a shift towards building a strong ecosystem.
SBI Automotive Opportunities Fund: Is it time to capitalise on opportunities in the world's 3rd largest auto market?
SBI Automotive Fund, managed by Tanmaya Desai and Pradeep Kesavan, offers high exposure to automotive stocks. Experts from WealthMills Securities recommend considering the fund for high-risk appetite investors.
Suited for investors with long-term time horizon: 5 midcap stocks with upside potential of up to 30%
If one looks at how the sentiment cycle has moved in the last five months for the mid-cap, it has come full circle. At the start of the year 2024, “hope” nothing can go wrong with mid-caps, so load them. Then comes fear in the middle of February which peaks by the end of March. The again hope in April and now at this point of time “confusion” At this point of time the question whether “ I should sell or buy more” needs to be replaced by “what business do I own and whether that business is going to grow or not” The reason why it is important to change the question itself is the fact that it business on the ground which will make the difference between in final returns. Another thing is whether the management has seen good and bad times, because that is what gives them the ability to deliver in all conditions.
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.
Study suggests India should impose wealth tax on the ultra-rich to tackle wealth inequality
A World Inequality Lab study recommends India implement a wealth tax on the ultra-rich to combat wealth inequality and boost social sector investments. Proposed measures include a 2% annual tax on wealth over Rs 10 crore and a 33% inheritance tax on estates exceeding the same value. Authors emphasize the need for progressive taxation to address extreme wealth disparity.
India should impose tax on ultra-wealthy to tackle wealth inequality, says study
The paper titled 'Proposals For a Wealth Tax Package to Tackle Extreme Inequalities in India' propose a comprehensive tax package on the ultra-wealthy to tackle the massive concentration at the very top of the wealth distribution and create valuable fiscal space for crucial social sector investments.
ETMarkets AIF Talk: Fund Manager with Rs 1,000 cr portfolio nearly doubles wealth in a year; holds 10% cash amid election uncertainty
Arun Chulani, Co-Founder of First Water Capital, discusses the fund's impressive performance, achieving over 90% growth in the last year and 40% CAGR in 3 years. The fund has consistently ranked no.1 on BarclayHedge's Top 10 equity funds. he says: "Our performance is a reflection of our core philosophy, which starts with value, concentration, and betting on a country with long-term tailwinds—that of India."
India stock market hits $5 trillion milestone fortnight ahead of Lok Sabha election results
D-Street joined the exclusive $5 trillion club for the first time ever, braving FII pullout. Investors were found to pile up on stocks in the broader market. In less than 6 months, the jump from Rs 4 trillion to Rs 5 trillion was achieved — a pace never before seen. On the global map, India is the fifth largest stock market behind only Hong Kong, Japan, China and the mother market of the US.
Indian investors have reason to cheer with Kazakhstan initiating major economic reforms
Indian private investors are looking for a liberalized economic environment with fair competition in the Central Asian region. Kazakhstan being the biggest and modern economy in the region provides a platform to expand business. Kazakhstan is India’s largest trade and investment partner in Central Asia. F
Markets & Mandate: Where to invest in E-M-I basket going forward
Nilesh Shah predicts ABB, Siemens, L&T's continued dominance in EMI. Key players like Hitachi Energy, KSB, and TD Power drive sector growth. India aims for a $10 trillion economy, focusing on diverse sectors.
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