With scores of happy-go-lucky retail investors who have never witnessed a full-fledged bear market cycle making tons of money on Dalal Street, the big boys have been left behind in the race at least for now. Market veteran Nilesh Shah of Kotak Mahindra AMC admits this saying experience has become a liability in the market. … Read more
“Why you are not able to see it because the maximum amount of flow has come in the thematic side in last, let us say, three months in particular, so that is the reason when you look at total flows, this looks extremely on higher side,” says Sandeep Tandon, Quant Mutual Fund.What about inflow, the … Read more
“The whole idea is that if we do not repeat our mistake, that is the reason we build our system and process around that. So, learning from mistake is something very important and we have to keep on acknowledging it, that yes, as human beings we have made mistakes and we will make mistakes, so … Read more
“So, the Go Digit name may be somewhat misleading. So, while they are using technology very well and their internal backbone is all on new tech, it is very-very digital. The selling of insurance in India, if you want to be mainstream, has to be done through agents. But again, technology can allow you to … Read more
While it is not easy to find stocks at reasonable valuations in a bull market, Vishal Jajoo, Fund Manager – Equity, ITI Mutual Fund, says growth stocks in India would continue to command a premium for the visibility in earnings that they offer. “The risk of not being in the markets is much higher than … Read more
With valuations of stocks related to the investment cycle and policy reforms capturing the near term potential, Sailesh Raj Bhan, CIO – Equity Investments, Nippon India Mutual Fund, suggests investors can also consider alternatives in large banks, IT and QSR.“Cyclical themes like manufacturing, industrials trade at higher premiums with high growth expectations and low room … Read more
As higher interest rates sustain for a longer period, it can create stress in currencies and bond markets, says Mihir Vora, Chief Investment Officer, TRUST Mutual Fund. “Such volatility can lead foreign investors withdrawing money from emerging markets including India. Investors should remain vigilant and diversify their portfolios to mitigate potential risks,” he says. Edited … Read more
According to Ashwini Agarwal, Founder, Demeter Advisors, it has again become a very bottom-up market. Sure, there are some themes running, such as the PSU, defence, railways and like I said, in my personal view, that is a bubble and how long it continues or how big the bubble gets, nobody knows. But outside of … Read more
A rebound that has taken the U.S. stock market to record highs this week may have further to run, if history is any guide. Fresh signs of a cooling economy calmed inflation worries in May, helping all three major U.S. stock indexes rise to records this week. The benchmark S&P 500, which fell over 4% … Read more
Investing in the stock market can often feel like riding a wave of optimism, especially when prices keep soaring to new highs. Investors usually assume that this upward momentum will last indefinitely, much like stretching a rubber band to its limits. However, the rubber band follows a straightforward rule – the more it’s stretched, the … Read more
