VALTRUST CAPITAL
World MSME day: Retail investors need greater access to SME IPOs, regulatory process tightened
MSME Day 2024: Regulatory overhaul to boost retail participation in SME IPOs needed, says Rahul Bhutoria, Director, and Founder, Valtrust.
Mutual fund houses roll out manufacturing sector-focused schemes; should you bet on this hype?
The buzz around manufacturing sector is driving AMCs to roll out new funds.
Unlisted shares offer terrific returns, but also carry very high risks; should you invest?
In the past decade, many Indians have embraced the equity culture and started investing in stocks and equity mutual funds. Some analysts feel that retail investors should put money in unlisted shares if they want outsized returns. Other financial advisers say retail investors should not dabble in unlisted shares for the simple reason that the risk they entail is not worth the rewards they offer.
ETMarkets PMS Talk: How this fund manager turned Rs 50 lakh investment to Rs 2 cr since Jan 2020
Arihant Bardia, CIO and Founder of Valtrust, discusses the performance of the Valtrust Momentum PMS fund, their investment philosophy, and risk management strategies. They emphasize the importance of following market trends and recommend a minimum investment horizon of 3 years. He says: "We don’t believe in timing our entries based on where the market is. The system has the ability to go to cash if markets start going down, but till the trend ends, we prefer to be fully invested all the time."
With fixed income instruments offering attractive returns, find out how to build a strong debt portfolio
Fixed income investments: We typically park our money in fixed income instruments for safety. These investments help counter the fluctuations of higher-risk assets, such as equities, providing a degree of stability to the portfolio. This shield can only work if the fixed income part of the portfolio is resilient to adversity. For this, having a proper mix of fixed income assets is critical.
Long-term prospects of REITs shine bright even in rising interest rate scenario
The demand by retail sector for leasing space has also witnessed a surge. According to the report, Retail demand is up by 166% Y-o-Y led by categories of fashion & apparel brands, supermarkets, and homeware stores.
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The double-edged sword called pre-IPO investments
The reasons are two-fold: the focus on profitability has become key criterion investors now seek for new-age start-ups looking to get listed. Secondly, due to reducing liquidity scenarios, public markets have started to give a far lower multiple to such businesses.
What India’s inclusion in global bond index means for local investors
Given uncertanities, experts suggest avoiding incremental investments in long duration funds or bonds.
Is over-reliance on passive investing good for market?
Passive funds are also advantageous as they are devoid of any stock selection risk; they replicate the index that is being tracked. Innovation is also being put at work in passive investing and there are smart beta funds or factor investing funds that add a dimension of active within passive investing by creating funds based on momentum, value, or volatility, resulting in higher investor interest.
Fretting over debt investments amid rising rates? Flexible, short-term debt may be the way to go
Bond prices fall when yields rise, resulting in marked-to-market losses for investors. This would adversely impact the returns of bond funds as the NAV of funds is computed at the prices prevailing on that day.
Here’s how much-dreaded US rate hikes could provide a cushion for Indian IT stocks
So far in the current calendar, the rupee has depreciated close to 4 per cent against the US dollar, hitting an all-time low of 77.5250/$1 on Monday.
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