RUPEN RAJGURU
All dips are getting bought into; be cautious in PSU segment: Rupen Rajguru
Rupen Rajguru, MD & Senior Advisor at Julius Baer India, shares insights on the market frothiness, positive investor sentiment, and changing dynamics of different market segments, including PSUs and small/midcap stocks. Rajguru says: "At an aggregate level probably some of the PSUs banks still have some legs to move around from here, but otherwise I would be cautious on that segment."
Smallcap funds keeping Rs 28,000 crore in cash and largecap stocks. What's wrong?
At the end of October-month, largecap holding in smallcap schemes rose to Rs 12,470 crore, which is 6.3% of total assets under management (AUM) in the category.
Rupen Rajguru handpicks 4 wealth creating sectoral themes for 2024
ETMarkets spoke to Rupen Rajguru, Head Equity Investments and Strategy, Julius Baer India on markets as well as sectors to watch out for in 2024. Rajguru has over 19 years of experience in the Indian Capital Markets.
ETMarkets Smart Talk: India remains expensive vs EMs but could still attract higher global flows: Rupen Rajguru, Julius Baer India
"Valuations, after very muted market returns and strong earnings growth over the past two years, have also turned reasonable, moving closer to the historical averages with Nifty trading at around 18.5x one-year forward earnings estimates. Overall market sentiment seems positive with broad market participation and healthy domestic flows, with the monthly SIP flows clocking $2 billion."
ETMarkets Smart Talk: We are currently in a VUCA world, says Rupen Rajguru of Julius Baer India
"We are currently in a VUCA (Volatile, Uncertain, Complex, Ambiguous) world with too many developments happening globally. While the world was just coming out of the Covid-led slowdown, the geopolitical situation and the coordinated tightening by the global central banks in the face of persistent inflationary pressures is raising the risks of a Stagflationary scenario."
ETMarkets Smart Talk: Rupen Rajguru of Julius Baer India explains why auto sector is a Contra Buy
Rupen Rajguru, Head: Equity Investments and Strategy, Julius Baer India, in a conversation with ETMarkets' Kshitij Anand, talks about sectors he is overweight and underweight on and why he has a contra buy on the auto sector. Watch!ETMarkets Smart Talk:...
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A billion dollars a day! FII sell-off worse than the 2008 crisis
The current exodus has hit a record, exceeding the foreign outflows seen during the 2008 global financial crisis, according to Bloomberg Intelligence analysts Nitin Chanduka and Kumar Gautam.
Alarm bells! One out of every 3 debutants of 2021 trading below listing price
BSE’s IPO index is set for worst month since March 2020
IPO listing scorecard in August: 5 winners and 5 losers
Euphoric performance of IPOs during 2020 and in the first eight months of this year also had its fallout. Oversupply, fall in quality, and valuation, all these factors have resulted in a situation where not much money was left on the table for incoming investors. In turn, some of the listings were on a subdued note, according to analysts.
Rupee makes U-turn, settles 27 paise higher at 74.61 against USD
At the interbank forex market, the domestic currency witnessed heavy volatility. The local unit opened weak at 74.93 a dollar and touched a low of 74.95 and high of 74.55 during the day.
ICICI Group stocks go one up on HDFC peers in analysts’ pecking order
Performance wise, ICICI Group stocks have outdone their peers at HDFC by a wide margin. For this calendar, shares of ICICI Group have returned some 42 per cent led by ICICI Securities, while HDFC Group stocks have remained more or less flat.
IT stocks have a long runway for growth. Here's why
"The other important thing is the buyback. Ever since Indian IT companies started doing buybacks, they have got rerated."
IPO pie set to grow bigger as over a dozen financial services players line up Rs 55,000 crore issues
If Paytm's Rs 22,000 crore IPO issue materialises, it will be the largest IPO ever in the country, eclipsing the hitherto largest issue -- the Rs 15,000-crore share sale by the government in Coal India in October 2010, says investment bankers seeking not to be quoted.
Ready for a repeat of March 2020? No, buy only for long term: Analysts
As India reports more Covid cases compared with last year’s peak, analysts say the situation will be different this time around, and people should not read too much into the drastic fall in the market.
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