WINNING PORTFOLIO

Planning to pick winning portfolios? Past performance is not the only way to go!

Many investors choose mutual funds by sorting them by highest returns and picking the top 2-3. However, selecting top-performing funds based solely on past performance can lead to disappointment. Let's explore why this strategy is flawed.

Asian shares eye five-month winning streak; yen buckles under dollar strength

Friday is packed with risk events for markets after a relatively subdued rest of the week, with U.S. Democratic President Joe Biden and his Republican rival Donald Trump set to take the stage at 0100 GMT for their first debate of the year ahead of November's U.S. presidential elections.

Deepak Shenoy hunting for winning stocks in 5 key megatrends

It is difficult to gauge changes in core fundamentals in just two weeks, but it appears that there is a level of political continuity that is acceptable to markets. It isn’t just retail investors; by June 24, foreign portfolio investors have added Rs 13,000 crore into equity markets as well. In the short term, the markets are slaves of liquidity, and the inflows seem to be strong.

Dow closes at a one-month high as investors broaden portfolios

The Dow reached a one-month high, but the Nasdaq fell over 1% as investors shifted from AI-linked stocks. Federal Reserve rate cuts were anticipated, impacting market movements.

Should you book your profits or stay invested as market may conquer new peaks? Nilesh Shah answers

Nilesh Shah from Kotak AMC says Indian investors are optimistic about the market but not irrational. He further emphasizes the importance of creating financial security for every Indian through capital market participation to generate real returns, addressing the low percentage of savings in above inflation return products in Indian markets.

Silver's the new gold as startups rejig CXO portfolio

Many startups, particularly those gearing up for public listing, now consider youth and experience a winning combination. Having experienced leaders instills confidence in investors and markets, who view it as an indicator of stability and potential for success, said company founders and industry watchers.

Biden win would aid bonds,Trump better for growth, says Morgan Stanley CIO

Morgan Stanley's CIO, Michael Wilson, shared insights on bond markets and stock performance at the Reuters Global Markets Forum.

Modi 3.0 is here! Familiar faces, fresh additions, and the big portfolio puzzle

In a grand ceremony at Rashtrapati Bhavan, Narendra Modi and his team of 71 took oath, marking the start of Modi 3.0. This new term retains key members from the previous government while introducing many fresh faces. The focus now shifts to the allocation of portfolios.

Good time to take some money off the table; wait for next major event: Sanjiv Bhasin

​Grasim seems very sweet over there. Our top pick continue to be some of the insurance companies, HDFC Life had a smart comeback. I think that there is a block deal in Mphasis, do not miss out on that because I think Mphasis as a stock on the barometer of a midcap can be an outperformer from here, I would say something closer to 3000.

How to play MF portfolio in Modi 3.0? Prefer largecap funds over mid & smallcap: Alekh Yadav

We believe that government support, coupled with a favorable monsoon, will lead to an increase in rural consumption, making it a theme we favor.

NDA win impact: HUL, HDFC Bank among 31 stocks ideas likely to bounce back

Portfolio allocations and future policies of the NDA govt will be a key determinant of market movements, said a report by Prabhudas Lilladher

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.

European shares slip as energy counters weigh

​European shares slipped on Tuesday as weakness in crude prices dragged energy stocks, while investors refrained from placing huge bets before the European Central Bank's interest rate decision later this week.

Election stocks to buy: Pick from a buffet of 50+ counters from 5 brokerages

Investors are adjusting portfolios for potential structural reforms under Modi's third term. Sectors like infrastructure, financials, and consumer discretionary are in focus. Brokerages recommend stocks across sectors including SBI, ICICI Bank, L&T, and ONGC for potential gains post-election.

Expect more and more FII inflows into market in coming years: Porinju Veliyath

​Everything will depend on the earnings growth of corporate India and there is very-very reasonably good visibility over there. And there are good sectors, exciting sectors, which are already well priced.

Nifty can give double-digit returns in 2024 if BJP gets 290 plus seats: Bernstein

Global brokerage firm Bernstein predicts Nifty returns based on Lok Sabha outcomes: BJP victory with over 290 seats may yield high single-digit or low double-digit returns.

Crypto TV | How to build a winning crypto portfolio

Foreign equity investors turn to hedging on India election jitters

The last major poll had estimated that the ruling Bharatiya Janata Party (BJP) party would win 342 seats, comfortably above the 272 majority required to return to power.

Wipro Infra Engineering’s hydraulics business acquires Canadian firm

Wipro Hydraulics acquires Mailhot Industries, expanding into new markets and strengthening its global presence. The acquisition enhances capabilities in various segments and positions the company for better customer service and leadership in the industry.

Any sharp correction for political reasons will be a good opportunity to add: Chandraprakash Padiyar

Chandraprakash Padiyar discusses market uncertainties due to high valuations despite positive business outlook. He highlights concerns over political changes impacting market reactions and discusses challenges in the specialty chemical industry due to Chinese competition. He also says near-term, the earnings look fairly decent from whichever portfolio companies have reported till date.

How to build a mutual fund portfolio with the right schemes

Aruna is now convinced that she wants to invest in equity mutual funds in a systematic manner. However, she does not know how to select funds to create her investment portfolio.

IPL portfolio: Momentum stocks may not deliver sustainable returns, says Robin Arya

Robin Arya recommends investors stick with consistent stocks for steady growth over time, similar to reliable IPL teams. He suggests a diversified portfolio with equities, bonds, and alternative investments for stability and growth potential in uncertain market conditions. High-risk, high-return opportunities may seem enticing in the short term, the power of compounding and steady growth over time typically outperforms volatile ventures.

IPL Portfolio: Picking stocks like selecting a cricket team, says Arvind Kothari

Arvind Kothari draws parallels between crafting investment portfolios and selecting cricket teams, advocating a mix of specialists, all-rounders, and x-factor options to navigate market dynamics and outperform the competition. "Our investment portfolio primarily focuses on high-growth sectors that have significant potential for future growth and are expected to perform well, such as Make in India, Recycling Trends, Energy Transition, Consumption, and Defense, among others."