YUVRAJ A THAKKER
The case for transparency: Why India's broking industry needs to put clients first
India’s broking industry has experienced massive growth ever since the years of the pandemic. According to reports from January 2024, 4.9 million demat accounts were opened in December of 2023 itself, with the year ending at a total tally of 139 million.
91% of traders lose money but this could be avoided by proper mentoring: Yuvraj Thakker
There could be several reasons for FIIs moving away and investing in other emerging markets and treasury. One possible reason is higher valuations of Indian stocks compared to opportunities in EMs.
ETMarkets Smart Talk: Cautious on new-age tech & platform-based companies, says Yuvraj A Thakker
"I feel that we are going to witness a fresh round of allocations for the new calendar year by foreign investors. With clean balance sheets and strong cash flow, Indian companies are looking for a sweet spot to garner a large chunk of the money. There are few pockets in the Indian market, which are looking good from a medium to a long-term perspective. The corporate earnings, especially on the banking side, have surprised us positively."
Market at record high! Which stocks should your money chase now?
The Sensex closed 1.2% higher at 62272.68 points after hitting an intraday record high of 62412.33 points. The Nifty50 ended at a record high of 18,484.10 but is a little over 100 points away from its intraday lifetime high of 18,604 touched in October 2021.
ETMarkets Smart Talk: Cipla, Trent, VIP among 12 top buy ideas for next 12 months: Yuvraj A Thakker
"We are very bullish on the Indian domestic theme like banks, capital goods & infra, auto, midcap cement, pharma, and steel. We also believe that some IT stocks like Wipro are giving a good opportunity for long-term investors to grab considering a 15-20% correction from here is possible as the US is in recession risk."
Is Nifty expensive or attractive after June quarter results? What insiders say
“Indian equities are still attractive as the structural drivers like higher capital spending on infrastructure and asset-building projects that are multipliers for growth pickup in manufacturing and services activities are in place,” Anil Rego, Founder and Fund Manager, Right Horizons, said.
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BSE m-cap hits record high of Rs 280.58 lakh crore as bulls roar on D-St
The BSE m-cap climbed Rs 71,916 crore today, after the broader market indices recovered from the day's low to end higher. At close, the BSE m-cap stood at Rs 2,80,57,737.86 crore compared with Rs 2,80,02,438 crore on January 17, thanks to easing inflation, hopes of less hawkish Fed policy and less-than-expected downgrades in India Inc annual earning estimates.
ETMarkets Smart Talk: Market could underperform in August-September, says this expert who follows Buffett style of investing
"With FIIs turning net buyers in July, the smart money has moved out of IT and metal stocks and moved into value stocks. FIIs have reduced weight in sectors where they had relatively higher exposure such as IT. Besides the tightening measures taken by central banks around the globe, FIIs have reduced weight in sectors with higher risk and valuations."
Amid flood of NFOs, experts advise caution
Mutual funds have flooded the market with fresh offerings with as many as 14 schemes set to be launched over the next fortnight. While distributors push these products to investors amid high-decibel marketing by fund houses, many investment advisers are asking clients to stay away unless the new product fills the gap in their investment portfolios.
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