aditya birla sl india share price: Election results: Which themes will give mutual fund investors the best returns?

aditya birla sl india share price: Election results: Which themes will give mutual fund investors the best returns?

Sectoral/thematic mutual funds have delivered up to 380% absolute return in the last five years of Modi-led government. There were around 108 sectoral/thematic funds in the market in the said time period.Infrastructure funds led the return chart. Out of top 10 sectoral/thematic funds, eight schemes were from the infrastructure sector. Quant Infrastructure Fund, the topper … Read more

clsa india portfolio: CLSA tweaks India portfolio, fears de-rating in expensive capex stocks

clsa india portfolio: CLSA tweaks India portfolio, fears de-rating in expensive capex stocks

With Prime Minister Narendra Modi-led BJP failing to secure a simple majority on its own in the Lok Sabha election, global brokerage firm CLSA has tweaked its India portfolio to make it more defensive. It has replaced L&T with HCL Tech in India-focus portfolio. “Recognising these uncertainties, we take out L&T from our India focus … Read more

bonds news: Bond vigilantes worry as weak Modi government win fans fiscal populism fear

bonds news: Bond vigilantes worry as weak Modi government win fans fiscal populism fear

A smaller-than-expected poll victory for Prime Minister Narendra Modi is leading to worries among bond investors about greater populism. Fiscal discipline has been a hallmark of Modi’s decade-long administration, and many investors were expecting him to win a supermajority to reduce the budget deficit and further cut government borrowing in the next budget. The election … Read more

max healthcare share price: Profit Booking! Medium, small and microcaps in line of investors’ ire

max healthcare share price: Profit Booking! Medium, small and microcaps in line of investors’ ire

Broader markets catalysed the market fall on Tuesday with medium, small and microcap indices treading in deep red around 12:15 pm. The Nifty Midcap 100 index fell by over 7% or 3,700 points around this time to hit the day’s low of 49,623.10. This comes after a meteoric Monday rise after most exit polls gave … Read more

defence stocks: Defence stocks fall up to 11% in early trade session amid tight election race

defence stocks: Defence stocks fall up to 11% in early trade session amid tight election race

Shares of defence stocks crashed 11% on BSE today as early counting trends showed that the ruling NDA may get lower than expected seats in the Lok Sabha elections. Shares of Mazagon Dock fell a little over 11% to day’s low of Rs 2,898.25 while Bharat Dynamics and BEL shares fell by 9.8% to their … Read more

election stocks to buy: Election stocks to buy: Over 50 ideas for investors betting their house on Modi’s victory

election stocks to buy: Election stocks to buy: Over 50 ideas for investors betting their house on Modi’s victory

Led apparently by heavy short-covering by FIIs, Nifty zoomed around 3% and Sensex shot up to 2,778 points on Monday morning after exit polls surprised the stock market by predicting a landslide victory for NDA. “Aayega To Modi” slogan became an investing strategy as traders were seen buying Prime Minister Narendra Modi’s favourite PSUs lock, … Read more

volatility index: As exit polls scream Modi 3.0, D-Street ‘volatility crushed’ 22% to 19 level

volatility index: As exit polls scream Modi 3.0, D-Street ‘volatility crushed’ 22% to 19 level

D-Street fear index India VIX fell 22% to the day’s low of 19.12 on Monday after a screaming call by exit polls suggesting the return of the incumbent Bharatiya Janata Party (BJP) led NDA government. At 1:20 pm India Vix stood at 20.21, down by 17.85% from 24.60 on Friday. According to the average of … Read more

election 2024: In a ‘no-option’ election, despite absence of a Modi wave, he remains the central factor: Neerja Chowdhury

election 2024: In a ‘no-option’ election, despite absence of a Modi wave, he remains the central factor: Neerja Chowdhury

Neerja Chowdhury, Journalist & Political Commentator, says BJP leaders are super confident that they are already home and dry. It goes without saying that the BJP will form the government. Whatever be the number, BJP is going to be the single largest party and is likely to be invited by the Election Commission of India … Read more

Election uncertainty could hurt Indian auto sales in May, dealers’ body says

Election uncertainty could hurt Indian auto sales in May, dealers’ body says

Uncertainty around the ongoing elections in India could hurt automakers’ sales in May despite rising consumer interest for new model launches, a dealers’ body said on Wednesday. The world’s most populous nation began voting on April 19 in a massive general election where Prime Minister Narendra Modi is seeking a rare third straight term. “Election … Read more

Why Lok Sabha election is a non-event for stock market investors

Why Lok Sabha election is a non-event for stock market investors

As the electorate prepares to vote in the upcoming general election to determine India’s leadership for the next five years, market watchers often look for cues on how the results might sway sentiments. History shows us that election outcomes can significantly influence market movements. For instance, in 2004, the market dipped when the BJP lost … Read more