Stocks of Indian firms that earn a large chunk of their revenues from the nation’s hinterland are showing signs of a revival, as traders bet that bountiful monsoon rains will lead to better crop yields and boost rural demand. Motorcycle manufacturers, farm-equipment makers and producers of fast-moving consumer goods have rallied following forecasts of timely … Read more
Mumbai: Mutual fund investors looking to diversify portfolios beyond traditional diversified equity strategies can consider quant funds, which primarily use mathematical models to select stocks, eliminate fund manager bias, and have lower costs than active funds. Wealth managers believe investors can allocate 15-20% to such schemes. Quant funds build a portfolio by selecting stocks on … Read more
With Nifty and Sensex trading close to all-time peak levels, Vinit Sambre, Head-Equities, DSP Mutual Fund, says there are looming risks to earnings growth over the upcoming quarters, primarily due to persistently weak consumption trends and the possibility of reduced government spending during election periods. “Given the elevated expectations and rich valuations, there is no … Read more
