SIPS FIIS
ETMarkets Smart Talk: There might be a renewed focus on social expenditure in final Budget 2024: Arun Kumar Poddar
While we strive to reduce our reliance on FIIs, our Systematic Investment Plan (SIP) contributions are reaching record highs, reflecting growing confidence in the Indian markets.
ETMarkets Smart Talk: FII ownership at probably its lowest, but trend is changing: Ajit Banerjee
The market participants are convinced that the macro fundamentals and the fiscal condition of the country is very strong and India is poised to grow as the fastest-growing economy of the world for the next few years.
Post Nifty@24000, is it time for profit-booking? Sunil Subramaniam answers
The widening gap in valuations between the mid-cap as well as the small cap pack and the largecap pack means that this is a wonderful opportunity to rotate it and bring down the average one-year forward PE of the portfolio by buying good quality, solid, robust largecaps, says Sunil Subramaniam.
Nilesh Shah’s tip for investors: Stick to asset allocation dharma. Don’t chew more than you can afford
Nilesh Shah says that he always recommends that people follow their asset allocation dharma. If they are too much over-invested into equity, there is no harm in taking profit. If they are under-invested in equity, then there is no harm in investing even at this level, but with a longer-term horizon.
Sentiment is changing, FIIs could push market rally further, says Chandan Taparia of Motilal Oswal
FIIs covering short positions in the Indian market may drive a potential rally, supported by DIIs and SIP. Amidst profit booking in FMCG stocks, focusing on rural demand and monsoon impact could offer buying opportunities. Private banks and financial companies show promising trends, while Nifty Auto and telecom sectors present favorable trading prospects.
Is emergence of retail investors as the third front against FII selling a structural development? Navneet Munot answers
Navneet Munot says, “There are many kinds of retail money. There are investors or speculators doing intraday, people playing F&O, the opportunistic people and the long-term investors who are doing in a very disciplined manner through the SIP. The most positive thing is the structural flow of money through the SIPs. The other part of the money will depend on the market cycle.”
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MF Talk: Showing signs of maturity! Retail & HNI investors bought during June 4 selloff: Viraj Gandhi
The expectation of Modi-led government to form with a majority was the major factor and also new fund offers (NFOs) during the month which mobilised fresh Rs 10,140 crores which helped in record flows for the month of May 2024.
MF investors keep faith in equity, invest Rs 34k cr in May
Mutual fund investors committed record funds to equities in May, looking beyond event risk posed by the election outcome. New fund offers (NFO) of sectoral funds drew ₹34,697 crore to the category, with SIPs rising to ₹20,904 crore, and debt funds seeing inflows of ₹42,295 crore.
Politics may be fluid, but economics is still solid. Time to be somewhat greedy: Raamdeo Agrawal
Post-election, Nifty dropped reacting to exit polls. BJP leads with NDA's mandate for the third government, promising development reforms. PM Modi targets a developed India by 2047 with positive economic indicators like RBI rate cuts, good monsoons, and FIIs re-entry.
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.
Banks should still do quite well in long term: Prashant Jain
I think the markets have moved beyond that phase where they used to differentiate between PSUs and private. So, I think businesses are now getting discounted or they are trading as per the underlying fundamentals which I think is very good. So, I think while we still talk in terms of PSUs, non-PSUs, but markets are not differentiating between public and private enterprises anymore.
ETMarkets PMS Talk: We will see a strong build up for India as a single-country destination for FII flows: Tridib Pathak
India’s growth gap over the rest of the world is widening and India will be the fastest-growing major economy in the world over the next 5 years at least.
Feroze Azeez on what one should bet on with a 1-year, 3-year and five-year horizon
Feroze Azeez, Deputy CEO of Anand Rathi Wealth Limited, provides insights on market triggers, FII positioning, earnings growth, valuations, investor sentiment, and recommended sectors for investment, including financial services, rail and highways, and renewable energy. Azeez also points out that earnings have doubled in the five-year fiscal, which is a great five-year earning cycle.
View: The paradox of foreign investors neglecting India’s booming stock markets
India, with a GDP growth exceeding 8% in 2023-24, is the fastest-growing major economy. Despite being recommended by Morgan Stanley and other investment houses for investors in emerging markets, foreign investment in Indian stock markets remains low.
Don't see sustained FII outflows from India: Mihir Vora
It cannot be risk off because US markets are doing so well so maybe the US market itself is acting as a magnet for global flows. So, it seems to be more of a GEM, global emerging market, outflow out of which India is typically 10%, so when money flows out of global funds you do get redemptions in India and some of the positioning may be because of that.
Volatility has risen as Lok Sabha Elections 2024 fever grips the stock market; will polls halt the rally?
Volatility has risen in recent weeks as election fever grips the market. The heightened volatility stems from concerns over lower voter turnout in the ongoing general elections, potentially indicating an unfavourable verdict for the ruling party. Is this market nervousness a sign of future trends or a temporary blip before equities resume their upward journey?
ETMarkets Smart Talk: Why are FIIs turning net sellers in Indian markets? Aditya Sood decodes
Aditya Sood, Fund Manager at InCred Asset Management, analyzes the impact of NDA's performance, FPIs' net selling, and the attractiveness of MSCI China index on Indian markets. He highlights the crucial role of these factors in shaping investment decisions. Sood says: "Over the next decade, India will be a buy on dip market — all corrections should be used as buying opportunities to increase allocation to equities as an asset class."
ETMarkets Smart Talk: 3 reasons why FIIs are turning net sellers after putting Rs 2 trn in FY24: Pradeep Gupta
Pradeep Gupta of Anand Rathi Group discusses FIIs turning net sellers in India due to various global uncertainties and market volatility, emphasizing the importance of long-term strategic decisions in an interview with ETMarkets. Gupta says: "On a risk-adjusted basis, there is equal positivity on large and small cap indices, with slightly more caution on the mid-cap segment."
On longer-term structural side, Goldman Sachs overweight on India & Indonesia: Sunil Koul
Sunil Koul of Goldman Sachs says FIIs are shifting focus towards China, causing outflows from India. FII allocations in India are still at 11-year low. However, strong Indian fundamentals are counterbalancing the outflows and there is a positive outlook post-election. DIIs are stabilising the market as emerging market appear attractive for investment.
Waiting to buy the dip? Wait for further decline: Sunil Subramaniam
Subramaniam suggests buying quality stocks during market dips caused by FII volatility. He highlights the importance of managing portfolio volatility, with opportunities in largecaps for short-term gains and small/midcaps for longer-term growth.
Local funds’ equity holding tops FPI assets for first time in April
A rising clout of the local funds augurs well for the Indian stock market since it helps in reducing the impact of the selling pressure by FPIs in times of global economic and geopolitical uncertainties. The DII share in the total institutional equities AUM of Rs 179 lakh crore rose by 172 basis points to a record 37.2%.
Next week, market will be up & about; 5 metal stocks to bet on: Sanjiv Bhasin
Market volatility expected amid election results, with focus on stock-specific gains in PSUs and metal counters like NALCO, NMDC, SAIL, Vedanta, Coal India. Midcaps show resilience, offering opportunities in metals, ABB, Siemens, Bharat Forge, Thermax, and FMCG.
Be patient; have a diversified portfolio with infra, capital goods and bank stocks: Sunil Subramaniam
Sunil Subramaniam emphasizes the significance of SIP book flow, SEBI regulations, fund managers' role, NIM impact in the BFSI space, and the strategy of playing the infra and defense story through corporate banks for sustained growth.
India playbook 2024: Will India’s stupendous performance of FY24 repeat in FY25?
India's FY25 potential performance relies on FII ownership and Domestic market strength. Inclusion in Bloomberg, Reuters' emerging market debt index enhances appeal. Growth expected in the capital goods sector.
Gurmeet Chadha on 2 investment themes he is betting on in FY25
Gurmeet Chadha discusses market performance, capex cycles, rising retail investment, financial opportunities in HDFC, Kotak, NBFCs, and energy stocks like Power Grid, emphasizing the shift towards equity ownership. He believes In fact, this $3-billion SIP book will become a $5 billion monthly SIP run in a couple of years from now.
Continue with SIP in HDFC Bank & Asian Paints; 3 consumer stocks to bet on now: Sanjiv Bhasin
Sanjiv Bhasin recommends investing in marquee names like Patanjali, Bata, and Nestle, along with private banks and metal stocks. He believes the construction sector and the expected lower dollar will drive the growth of commodities in India. Bhasin also says he is very bullish on commodities and hence continues to have overweight on the metal stocks.
DIIs outrace FIIs by $5 billion in Samvat 2079; will the show repeat in Samvat 2080?
During this period, benchmark indices hit lifetime highs in December 2022, then plunged to 52-week lows in March, and scaled back to record highs in September.
Sticky SIP investments likely to drive domestic institutional flows into equities: Union AMC
"As far as valuations are concerned, our Fair Value Spectrum indicates that valuation for Nifty 50 is in the “Fair” zone. Within equity, our reading of the situation is that, large caps are relatively attractive than small and midcaps. Then we must consider two aspects while discussing the topic of asset allocation: current allocation and incremental allocation."
FII flows, Robinhood speculators & increasing SIP behind smallcap rally: Sunil Subramaniam
"All the SIPs over the last one year, from about Rs 12,000 odd crores in about a few months ago is now Rs 16,000 crore and that is a 25% increase. It has meant that it has been a good investor experience. Hence, this will feed into people increasing their SIPs even more. I would say that in a year from now, I would not be surprised if this SIP number were to touch Rs 25,000 crore a month. We would be really working on this growth pattern."
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