NEWS CYCLE
M&M, bank stocks halt D-Street's record run! Sensex tanks 800 points, Nifty below 24,200
Indian indices hit highs due to Maruti Suzuki but fell after Powell's US Congress remarks, affecting M&M, Axis, and HDFC Bank. Nifty Bank fell; crude oil prices impacted. FIIs bought Rs 314 crore in equities. Delta Corp dropped; RVNL rose. SIP inflows and Asian markets offered a broader context.
Edelweiss Business Cycle Fund NFO opens for subscription. 10 things to know
Edelweiss Mutual Fund has launched the Edelweiss Business Cycle Fund, an open-ended equity scheme following a business cycle-based investing theme.
What made Nomura turn bullish on Indian IT sector? Abhishek Bhandari answers
Nomura's bullish stance on Indian IT credits G2000 data stabilization, benefiting midcaps like Persistent, Coforge, and Birlasoft. Wipro's new CEO Srini stabilizes leadership and growth. Discretionary cuts stabilize; US rate cuts expected. Coforge-Cigniti deal boosts testing. Annuity-driven businesses grow. Banking portfolios, large deals vital. FY24 saw midcaps grow 10%+. QoQ growth set to improve.
Did Sun's UV radiation cause Neptune clouds to vanish? Will it affect Earth? Know in details
The Hubble Space Telescope observed a significant reduction in Neptune's cloud cover. Researchers discovered that solar UV radiation influences cloud formation on Neptune, highlighting the need for further study.
Don't see end of bull market cycle in India for next few years: Ridham Desai
Sensex I think compounds at 12% to 15%, but it will not go linearly up and there will be ups and downs, so there will be periods when the Sensex returns a lot more and then there will be a few occasions when the Sensex is not doing so well.
IT sector: As the global interest rate cycle changes, time to shed the bias against them? 7 software stocks with upside potential of upto 32 %
In the last few days, there have been trading sessions where all of sudden IT stocks have started to do well. This is coming at a time when there is nothing positive which either companies from the sector have said or there is anything else which can be seen as signs of things changing for better. Is this an first indication that global risk on trade is back on the table. There is enough evidence to show when US interest rates are high, there is a risk off mode globally and tech stocks both in India and globally don't outperform, rather they at times under perform. As soon as there is an indication that interest rates in the US are likely to come down, the risk on trade tends to make a comeback and tech stocks start to do well globally. But incase of Indian IT stock, there is probability that this risk on trade is helpful but another factor is adjustment of valuations and finally the fact that some money is going to move toward a strong and stable balance sheet.
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8 mutual fund NFOs are currently open for subscription. Here is the break up
Mutual fund houses offer new products to investors to complete their bouquet of offerings. Around 8 mutual fund NFOs are currently open for subscription, according to the data by ACE MF. Here is the break up.
Infra, PSU, Midand Small-Cap MFs Biggest Gainers in Modi 2.0
The presence of many mid-cap and small-cap companies in niche segments like infrastructure, chemicals, capital goods and consumer discretionary, which delivered higher profitability and earnings growth saw their stocks gain more than benchmark indices.
Sundaram Business Cycle Fund opens for subscription. Key things to know
Sundaram Mutual Fund has launched the Sundaram Business Cycle Fund, which is an open-ended equity scheme following business cycles-based investing.
Past reforms will continue to drive economy over next 2 years: Neelkanth Mishra
In fact, with the RBI dividend being significantly better than what was budgeted, I would not be surprised if in the July budget, the government chooses to bring down its FY25 fiscal deficit target from 5.1% to 4.9% because that money is there.
Northern Lights to emerge again? How can you watch the dazzling sight?
Scientists have predicted the occurrence of yet another incident of Northern Light in the first week of June. This will happen due to the increased solar activity.
Know Your Fund Manager | Harish Krishnan, Co-CIO and Head Equity, Aditya Birla Sun Life AMC
Once I joined Kotak, I realised that the role of a buy-side analyst is not very different from that of consulting – in terms of looking at a range of companies across sectors, trying to analyse various aspects that improve competitiveness of the company – but with a key difference.
Three crypto coins under $1 with exponential growth potential
The crypto market anticipates a bullish cycle with the potential approval of ETH ETFs. Top cryptocurrencies like BTC are poised to reach $90K, while ETH could hit $5000. Established coins like SOL, XRP, and ADA are expected to achieve new ATHs.
A heavy monsoon season is great news for these Indian stocks
Stocks of Indian firms reliant on rural demand are rising with optimistic monsoon forecasts. Motorcycle, farm-equipment, and FMCG companies are seeing improved sales in rural areas. Nifty FMCG Index is up, Hindustan Unilever and Dabur India expect demand growth.
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."
Careful with long-term financial cycles
A long-term financial cycle has coincided with, and bolstered, the current investment cycle. That's good and bad news for India's growing economy. The outcome is a higher investment-to-GDP ratio. But there is need for caution. If the financial cycle runs ahead of the business cycle unchecked, eventual stresses could be severe, worsening the inevitable downturn.
MF Query: How to invest Rs 10 lakh lumpsum in mutual funds for next 20 years?
If you have any mutual fund queries, message on ET Mutual Funds on Facebook/Twitter. We will get it answered by our panel of experts.
Sundaram Mutual Fund files draft document for business cycle fund
Sundaram Mutual Fund has filed a draft document with Sebi for a business cycle fund. Sundaram Business Cycle Fund will be an open-ended equity scheme following a business cycle-based investing theme.
Long-duration debt mutual funds beat Nifty YTD. Here’s how they performed
For investors with a longer view and higher risk appetite, long-duration debt mutual funds offer the potential for bigger gains.
Indian PhD student Cheistha Kochhar, who got married last year to an IT professional, dies in London cycling tragedy
Indian scholar Cheistha Kochhar tragically died in a London cycling accident. Formerly associated with NITI Aayog, she was 33 and pursuing a Ph.D. at the London School of Economics. Amitabh Kant, ex-CEO of NITI Aayog, mourned her on social media, lauding her intellect and courage. Cheistha was fatally struck by a garbage truck while cycling, her husband Prashant nearby.
Master Market Cycles: Recognize patterns, time investments
A common mistake investors make is trying to predict when to buy and sell stocks. Understanding how markets move can help us make smarter decisions about where to put our money.
All-tolerant Powell sends Wall Street into a buying frenzy
Wall Street debates Federal Reserve policy on asset prices. Traders allocate funds across markets. ETFs attract $374 billion during an unprecedented equity rally. S&P 500 surges 27%. Marketfield Asset Management criticizes inflation goal progress.
Aditya Birla Sun Life Mutual Fund introduces daily SIP facility in 30 schemes
The fund house said that under daily SIP, the investor can invest a fixed amount into the scheme on a daily basis. The minimum amount under daily SIP shall be Rs 100 and in multiples of Re 1 thereafter with minimum 60 instalments.
Asia stocks steady; Nikkei bruised by BOJ pivot bets
Japan's Nikkei was headed for a fourth successive day of loss - its longest losing streak in about five months - as a potential policy pivot from the Bank of Japan (BOJ) at its meeting next week draws near.
India's economy expansion now a flashback of the mid-2000s' boom cycle
Morgan Stanley's report suggests India's current economic surge resembles the mid-2000s, foreseeing a continuing investment-driven cycle. Noting high investment-to-GDP ratios, it projects a rise to 36% by FY27. Urban demand surpassing rural, reminiscent of the 2003-07 cycle, is expected to continue. India's global market share in goods and services, particularly in exports, mirrors growth seen in the mid-2000s.
Expect to see a pickup in mass consumption in H2 of next financial year: Ashish Gupta
Ashish Gupta, CIO of Axis Mutual Fund, expects a deleveraging cycle for corporate India in the next five-seven years. The capex upcycle has started, benefiting companies. The market has responded to the strong economic recovery, upward revision in GDP growth, and corporate earnings. The confidence is derived from the multi-year cycle, despite the elections.
Did you know Avtar Saini, the ex-Intel India head killed while cycling, held 7 patents in chip design?
Avtar Saini, former head of Intel India, tragically passed away while cycling in Navi Mumbai. Saini, known for his contributions to Intel's microprocessors, held 7 patents and played a leadership role in the development of the Pentium processor and Intel's 64-bit architecture - the Itanium Processor.
Union Mutual Fund launches Union Business Cycle Fund
The new fund offer of the scheme opened for subscription today and will close on February 27. The scheme will be managed by Sanjay Bembalkar and Hardick Bora.
7 NFOs open for subscription this week
While Mirae Asset Nifty Smallcap 250 Momentum Quality 100 ETF, and Kotak Technology Fund have already kicked off, Union Business Cycle Fund, Edelweiss Technology Fund, Baroda BNP Paribas Innovation Fund, Mirae Asset Nifty Smallcap 250 Momentum Quality 100 ETF FoF, and Canara Robeco Manufacturing Fund will open for subscription later this week.
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