PORTFOLIO MANAGEMENT MEANING
Market can only go up now irrespective of Budget. Here's why
The Street has discounted the defence manufacturing stocks too much into the future. Even the earning visibility has been discounted. It is a fast-moving train; it does not make sense to get onto that train at this point. There are many choices when it comes to rural play – two-wheelers, fertilisers, pesticides and M&M, says Dipan Mehta.
Quant Mutual Fund crisis is another lesson in diversification. Here's why
Diversification in the investment world is not limited to spreading your bets across asset classes and stocks but Sebi's investigation against Quant Mutual Fund in a front-running case is also a reminder of concentration risk in owning mutual funds from just one asset management company.
Potential for huge NRI money coming into India via GIFT city: Bhavin Shah
“We have investments in large private sector banks, some regional private sector banks, NBFCs, MFI, microfinance, wealth management, life insurance, so pretty much across the board. We continue to find a large number of stocks that are still reasonably valued. We also are overweight on aviation,” says Bhavin Shah
Financial industry grappling with AI's gifts and perils, executives say
Zack Kass, a former head of business partnerships at OpenAI said AI systems could be better than humans at explaining to clients why they arrived at recommendations like portfolio allocations or lending decisions. He added that people are not good at explaining subconscious biases that could affect such decisions.
Want to balance risk-return now and not just focus on returns: Siddharth Vora
Other than valuations which seem to provide some sort of caution, volatility has come off very significantly post elections. All the macro data points around India are very robust. From a macro perspective, there are no major red flags. We are not seeing any major systemic risk for Indian equities as well andit is very clear that this is still a broad-based bull market, Siddharth Vora.
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.
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Market to be volatile and move in a fairly tight range till Budget: Dinshaw Irani
Dinshaw Irani says that Helios has been so bullish on the financial sector that they brought out a first sector dedicated fund from the house of Helios which closed on June 14; it was a financial services fund. Anyway, Helios id loading up on that particular portion as such in the and fortunately most of the stocks are in the largecap space.
MF Talk: Why smart investors are turning to multi-asset portfolios
Investors aiming to maximize 'alpha' are going for multi-asset portfolios with strategic asset allocation. Chirag Muni of Anand Rathi Wealth discusses the importance of asset allocation for portfolio performance and capital protection.
What does a reduction in ticket size of corporate bonds to Rs 10,000 mean for retail investors
The key amendments introduced by Sebi are designed not only to lower the entry barriers for potential investors but also to enhance the overall efficiency and transparency of the bond market.
ETMarkets Smart Talk: Roads, railways, and defence should be in focus in Budget session of Modi 3.0
The sharp 6% fall in markets was a result of people expecting for a BJP majority based on the exit polls, with the actual results turning out to be a black swan event.
Rs 15,000 crore gone! Check out 3 reasons why a weaker Modi 3.0 still won't scare FIIs
Around Rs 15,000 crore has been withdrawn by FIIs from India in the last four days amid election uncertainties, causing concern on Dalal Street about the impact of a weaker Modi 3.0 mandate on further outflows.
Why is the process of asset allocation necessary in mutual funds?
It is difficult for any investor to predict when equity will go up or when it could correct. There could be many factors affecting it. So when equities go down, and all your money is in it, you will be hit hard. However, if some part of it is allocated to gold and debt, it will protect your portfolio.
How should investors reshuffle their portfolio? Arnav Pandya answers
There are two things. One is that there is political posturing which obviously happens because they are going to go into a negotiation. But till the date on which that swearing can happens, the ministers take oath, all this is just in the whole realm of speculation, so one should not make any investment decisions based on this. The second part here and which is the important thing is that if you look closely at what Mr Narendra Modi said in the victory speech, it is very clear that the road to Viksit Bharat, he said, will continue.
ETMarkets PMS Talk: This fund manager with over Rs 350 cr in AUM generates 2x returns vs benchmark since June 2023
Within this we are managing roughly Rs 315 crore in AQUA, a Flexicap Quant PMS Strategy, which is our flagship style-adaptive, benchmark-agnostic, dynamic multi-factor strategy and roughly Rs 35 crore in our Multi Asset Quant Strategies.
Should market worry about whether policy continuity is here to stay or not? Swaminathan Aiyar explains
And I would say managing the coalition again becomes much easier if you stick to continuity. If you want to have sudden changes of policy, various people can have objections because any sudden change of policy creates losers and politicians hate to have the losers, even if there are going to be winners later on.
Series AA 127- The EV transformation-Part 1: How a multibagger got fresh tailwinds & gave 22,334% return in the last 20 years
Excerpts from its annual report for 2017-18. ELECTRIC VEHICLES – THE NEW MARKET DISRUPTOR “We are anticipating the next market disruption through electric vehicles. We are closely reviewing and watching the situations and doing our ground level work. We are also mapping all of our existing products vis-à-vis EV to capitalise on the opportunities EV will throw at the component manufacturers, whether it is motors, batteries or any other system which will come into the electric vehicles, totally different from the conventional IC engine” Cut to August 2023, five years down the line, the company commissions two plants for making on-board charger, off-board charger, motor control Units, DCDC converters, battery management systems, and more products catering to EV 2-wheelers and 3-wheelers. Now this is a reflection of the speed at which an auto ancillary company needs to function and also the product range it needs to have if it has to stay relevant in the changing world of the auto Industry. Foresight, planning and timely execution is the key.
What India VIX's jump to 24 level means for the markets
India VIX surged 91% in May 2024 amid anticipation of election results. Understanding its value at 24, it implies a Nifty 50 fluctuation range of 6.93% monthly.
Anxious about 4th June poll results? Hedge your fears & leverage your optimism, doing it is not rocket science
Till a few weeks back, expectation of the street was very clear that policy continuity post 4th June. But then there was a bout of selling from foreign portfolio investors (FPI) and a narrative got created that they are selling due to polls. First logical question to counter this narrative would be to ask a counter question. Do they have some kind of insider information, the answer is surely no. Probably, just a few weeks back, after remaining in the dumps for years, the Chinese market came back into limelight, because of better than expected GDP numbers. So, there was a bit of movement of money. So, there is narrative and there is counter narrative. So rather than getting into a debate, there is a way to take care of both. The only thing is, a decision has to be made either today or Monday. Given the fact that there is a high level of noise on the street, more than anything else it is time to manage the risk of emotional decision making.
Longer-term bullish trend continues on capex & cable-related stocks: Sanjiv Bhasin
Sanjiv Bhasin, Director at IIFL Securities, discusses the bullish trend in stocks, particularly in capex and cable-related sectors. He highlights optimism despite high valuations, mentioning GMR and RR Kabel's performance.
Sebi allows privately placed InvITs to issue subordinate units
Capital markets regulator Sebi on Tuesday notified a framework for issuance of subordinate units by privately placed infrastructure investment trusts (InvITs).
ETMarkets AIF Talk: Fund Manager of Rs 1200 cr AUM reveals 4 key factors for wealth creation in small & midcaps
Aditya Sood, Fund Manager at InCred Asset Management, discusses small companies' growth potential in an interview with ETMarkets. Sood says that the cost of capital in India will structurally decline over the next 5-7 years, benefiting small and mid-cap companies. Many of the investee companies, though small in size, are already market leaders or challengers in niche industries with substantial growth potential
An investment advisor – A planner for your financial dreams
Globalisation, urbanisation, and technology have impacted the Indian lifestyle, blending tradition with modernity. The anticipated growth in Indian household wealth underscores the need for effective investment planning and wealth management.
What is an 'alpha' in a portfolio? Why is it important?
Learn about the importance of alpha in investing and how it relates to active management. Chirag Muni of Anand Rathi Wealth explains how alpha measures excess returns against benchmarks, emphasizing the value it adds to investment decisions. Muni says alpha on a standalone basis may not be enough as one also needs to factor in risk, this is where beta comes into the picture.
Markets peak on optimism, not on relative pessimism: Deepak Shenoy
It seems to be, but people seem to still be very scared. Everybody I am talking about is little worried that the markets will fall or that they have reached a peak and there is so much high. So, I think the problem is markets peak on optimism, not on relative pessimism, like we see today.
Staying with stronger ones is always better option: 5 Midcap stocks from different sectors with upside potential of upto 42%
In its lifetime every midcap company sees some headwinds. There are many examples from history which show the difference between the companies which have been able to survive and grow even after all the trouble is that of the parent company. A company belonging to a strong industrial group which has a track record of handling many economic cycles in the past has a higher probability of surviving a bad phase and coming back on a growth path as compared to a company in the same line of business which does not have the backing of a strong parent. The reasons are simple, when that midcap company of a large group will see a tough time, at a group level there is management bandwidth in terms of both financial and human resources to help it over bad times. Look over the last two decades at how companies like Voltas, Tata chemicals, which at one point if time were mid sized companies because large and stable business. So, if one is looking at investing in mid-cap, surely have a look if it has the back of a large and strong industrial house.
Bad news flow & good stock prices: 5 agro-chemical stocks with upside potential of up to 30%
What is the news flow regarding the agrochemical sector today? Probably the following: China is dumping, there is over capacity in many segments, over inventory issues are plaguing the industry globally, erratic weather conditions in different parts of the world. One would feel agro chemical stocks are better avoided now. But in markets, when the news flow is bad, stock prices are probably good. Also, in the case of the agro chemicals sector, it's mostly short term issues. So, it is time to keep them on the watch list.
Should you have a diversified investment portfolio tailored to children's education fund? Shweta Rajani answers
Shweta Rajani advises parents on key financial considerations for planning children's education, emphasizing diversified investment portfolios, early savings, and practical tips for overwhelmed parents, including multiple funding sources and emergency funds.
ETMarkets Smart Talk: It's not lucrative to invest in smallcap portfolios now; midcaps may hold better promise: Dr Joseph Thomas
Dr Joseph Thomas from Emkay Wealth Management says the market in FY 25 will be influenced by key events like RBI-MPC, Fed's FOMC policy meetings, elections, and the Union Budget. India's structural GDP growth at 7.00% is driven by increased investment and public capex. Analysts foresee a positive market outlook, emphasizing the importance of sustained growth and investment.
Debt fund investment: Debt fund managers are shunning roll-down strategy, what it means for investors
In a roll-down approach, a fund maintains a portfolio of bonds that all mature at the same future date. As the maturity date draws nearer, the tenure for which the fund holds bonds reduces (rolls down). Any fresh bond purchases are also aligned with the remaining maturity of the portfolio. To avoid reinvestment risk from the likely fall in interest rates in the near future, several fund managers are shifting to active duration management.
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