TRIODOS FAIR SHARE FUND
Investors poured Rs 700 crore in Gold ETFs in June. Is it a good investment? AMFI reports Rs 726.16 crore June inflow in gold ETFs, following Rs 827.43 crore in May and a Rs 395.69 crore April outflow. H1 2024 inflows total Rs 3,185 crore, with a 24% AUM rise. Global inflation, AUM surge drive appeal. LIC MF Gold ETF and old...
11 Jul, 2024, 12.33 PM ISTReliance Jio IPO: Listing likely in 2025 at $112 billion valuation, says Jefferies Investors anticipate the impending Reliance Jio IPO as billionaire Mukesh Ambani remains tight-lipped. The recent telecom tariff hike is seen as a precursor to this long-awaited event. Jefferies, a global investment banking firm, suggests that the h...
11 Jul, 2024, 10.05 AM ISTBansal Wire share price falls marginally post robust listing. Should you hold or exit? Bansal Wire Industries debuted with a 39% premium on its issue price, driven by robust investor demand. Post-listing, shares dipped slightly but traded 36% above the IPO price at Rs 349.5. Analysts highlight strong customer diversification and a div...
10 Jul, 2024, 02.21 PM IST
Will small and midcap rallies continue and have more momentum vs largecaps? Vinit Sambre explains Vinit Sambre says that given today’s valuations, incrementally investors should align to slightly longer-term thinking. Near-term could be challenging and maybe for one year, one should give up returns expectation is what I can sort of guide or warn...
08 Jul, 2024, 11.33 AM ISTIndustrials strong, but be careful about valuations: Hiren Dasani of Goldman Sachs Asset Mgmt "Emerging market equities, as an asset class, are not seeing inflows. They have seen outflows. The US is doing much better than the broader emerging market. The other dynamic is there is also a very strong AI (artificial intelligence)-driven theme ...
25 Jun, 2024, 12.21 PM ISTThis fund manager thinks it is the right time to bet on consumption theme. Here’s why The common theme is these are all branded goods and services that consumers are either consuming today or want to consume. So, in a way, this is a heterogeneous thematic, which allows for that opportunity for picking and managing between different s...
25 Jun, 2024, 10.58 AM ISTHow mutual fund flows are making Dalal Street Aatmanirbhar FIIs impact Indian capital markets, with mutual funds gaining prominence. SEBI's actions on P-Notes and rise of SIPs stabilize market. Prof Ghalke and Aditya Bharambe contribute to market insights.
22 Jun, 2024, 11.53 AM ISTWill PM Modi continue to deprive Odisha of its fair share: Congress The Congress has accused the central government of reducing Odisha's central funding and questioned whether Prime Minister Narendra Modi will continue this trend. Congress leader Jairam Ramesh highlighted that central transfers and the state's share...
12 Jun, 2024, 03.12 PM ISTGodrej Properties sells 5% in Godrej Green Homes to Godrej Fund Management Godrej Properties sells 5% equity stake in Godrej Green Homes to Godrej Fund Management and Investment Advisors for Rs 46.70 crore.
05 Jun, 2024, 11.49 PM ISTAre HDFC Bank's best days over? FIIs & mutual funds are confusing investors HDFC Bank investors face uncertainty as FIIs and mutual funds sell off shares, triggered by RBI actions and merger fears, despite optimistic outlook from analysts.
27 May, 2024, 11.02 AM ISTIf you can find growth at some value, that is where nirvana is for an investor: Sonam Udasi Sonam Udasi, Senior Fund Manager at Tata Mutual Fund, discusses the fund's sector exposure, highlighting an overweight position in consumer services and underweight in consumer staples. He emphasizes the fund's adaptability to changing consumption p...
23 May, 2024, 09.59 AM ISTVarthana receives 3 million euros of debt finance from Dutch investor Varthana, a non-bank lender in the education sector, secured 3 million euros in debt finance from Triodos Investment Management, enabling the company to expand and support schools and students in upgrading infrastructure and educational foundation. ...
20 May, 2024, 04.19 PM ISTMutual funds take Rs 10,000 crore contra bet on sleeping giants Kotak, HDFC Bank Mutual funds invested Rs 10,000 crore in Kotak Mahindra Bank and HDFC Bank in April, despite their decline in Nifty rankings. Fund houses like HDFC MF, SBI MF, and Axis MF raised bets on HDFC Bank, while Kotak Mahindra saw buying from Nippon India M...
16 May, 2024, 10.24 AM ISTWhiteOak Capital Mutual Fund launches special opportunities fund WhiteOak Capital Mutual Fund has announced the launch of WhiteOak Capital Special Opportunities Fund. The fund is an open-ended equity scheme that will be following a special situations theme.
14 May, 2024, 05.34 PM ISTSebi to revamp norms to ensure fairness for AMCs The regulator said such FPIs with NRIs and OCIs as clients should be based out of International Financial Services Centres (IFSCs) in India and regulated by the International Financial Services Centres Authority (IFSCA).
30 Apr, 2024, 11.55 PM ISTDailyhunt parent acquires Magzter, grows revenue from ads to subscriptions Homegrown digital newsstand Magzter, founded in 2011 and offering a cross-platform, self-service experience, has been acquired by Dailyhunt. This deal, with undisclosed financial details, marks Dailyhunt's entry into the premium content market, as M...
18 Apr, 2024, 07.00 AM ISTMarket ingredients that have driven the rally remain fairly intact: Shibani Sircar Kurian Kotak's Shibani Sircar Kurian favors largecaps for risk reward, backed by market perspective, macro stability, GDP growth, corporate earnings, IT sector transformation, and positive rural income trajectory from normal monsoons to boost consumer dura...
10 Apr, 2024, 09.12 AM ISTTelcos made Rs 10,000 cr extra capex in 2022-23 to support large apps: COAI Telecom operators spent Rs 10,000 crore in 2022-23 to support traffic from large apps. COAI estimates the government lost Rs 800 crore in revenue. Operators demand contributions from Netflix, WhatsApp, Instagram, X for network infrastructure costs. ...
28 Feb, 2024, 08.08 PM ISTETMarkets Fund Manager Talk: Election a transient event risk, markets tend to follow underlying fair value: PGIM MF Vinay Paharia says: The share of financial savings in Indian household savings has been on the rise at the expense of physical assets over the past few years. This has been a key factor for the rise in DII inflows and this structural factor is expec...
02 Jan, 2024, 06.09 PM ISTETMarkets Fund Manager Talk: Several microcap, smallcap cos trading much ahead of their fair valuation: WhiteOak Capital "Consumer discretionary is a long-term structural theme with the availability of many diverse sets of niche businesses. India’s per capita income is less than $2500, which is very low compared to many other countries, but it is expected to grow rapi...
21 Sep, 2023, 11.29 AM IST