fpis: FPIs infuse over Rs 38,000 cr in equities in March so far amid strong domestic economic outlook

fpis: FPIs infuse over Rs 38,000 cr in equities in March so far amid strong domestic economic outlook

FPIs have shown a significant resurgence in their investment activity within the Indian equity markets this month, injecting over Rs 38,000 crore, mainly driven by favourable shifts in the global economic scenario and strong domestic macroeconomic outlook. The investment came following a modest investment of Rs 1,539 crore in February and a massive outflow of … Read more

Sanjiv Bhasin | Sanjiv Bhasin stocks: Nifty to rescale new highs in first week of April; time to do SIPs in 4 metal stocks: Sanjiv Bhasin

Sanjiv Bhasin | Sanjiv Bhasin stocks: Nifty to rescale new highs in first week of April; time to do SIPs in 4 metal stocks: Sanjiv Bhasin

Sanjiv Bhasin, Director, IIFL Securities, says “Reliance and HDFC will hold the Nifty while the midcaps may have some more consolidation and profit booking because of their sharp runup and due to equalising because of the SEBI diktat for mutual funds on the small midcap holdings. But it is a broader market opportunity to buy. … Read more

asset allocation: Portfolios need to have mid and smallcaps to capture the breadth of India opportunity: Radhika Gupta

asset allocation: Portfolios need to have mid and smallcaps to capture the breadth of India opportunity: Radhika Gupta

Radhika Gupta, MD & CEO, Edelweiss MF, says “we are telling people, do not switch your existing mid and smallcap fund holdings and pay a lot of tax, but at least put incremental money in multi-cap funds. Could a behaviour of this kind happen? Yes. So that could lead to a moderating of flows by … Read more

equities: Stress tests indicate diverse risk profiles of MF schemes

equities: Stress tests indicate diverse risk profiles of MF schemes

Mumbai: Stress test results published Friday for small and midcap-themed mutual funds demonstrated wide variations in the duration asset managers would need to liquidate units, underscoring the diverse risk profiles of such investments after the capital markets regulator mandated the exercise over concerns of ‘froth’ or ‘bubbles’ in some pockets of local equities. While a … Read more

PSU bank stocks ride past private sector peers in 2024, but how long will good days last?

PSU bank stocks ride past private sector peers in 2024, but how long will good days last?

MUMBAI – Private banks, which have always been the favourites of institutional investors, lost the spot to public sector banks who are touching the sky riding on retail bulls. So far in 2024, all public sector banks have given double-digit returns to investors. On the contrary, private sector banks have seen single to double-digit fall … Read more

D B Realty raises Rs 920 cr by selling shares to institutional investors via QIP

D B Realty raises Rs 920 cr by selling shares to institutional investors via QIP

D B Realty on Thursday said it has raised Rs 920 crore by selling shares to institutional investors, including Morgan Stanley Asia, to fund its real estate projects and strengthen balance sheet. The company launched its Qualified Institutional Placement (QIP) issue on March 7 and the issue was closed on March 13. In a regulatory … Read more

These 7 smallcap superstars turn Dolly Khanna Rs 300 crore wealthier in just over 2 months

These 7 smallcap superstars turn Dolly Khanna Rs 300 crore wealthier in just over 2 months

MUMBAI – While there is a lot of hullabaloo around the insane rally in smallcap stocks on Dalal Street in the last few months, some of the stock market superstars have made big bucks on their bets in a short period of time and Dolly Khanna is one among them. A double-digit rally in seven … Read more

Goldman Sachs added these 8 stocks to its India portfolio in Q3. Check details – Tracking Smart Money

Goldman Sachs added these 8 stocks to its India portfolio in Q3. Check details – Tracking Smart Money

Hindustan Unilever. Share Price 2421.55 03:59 PM | 28 Feb 2024 16.25(0.68%) Infosys. Share Price 1671.25 03:59 PM | 28 Feb 2024 7.66(0.46%) Tata Consultancy Services. Share Price 4118.95 03:59 PM | 28 Feb 2024 14.56(0.36%) Bharti Airtel. Share Price 1128.75 03:59 PM | 28 Feb 2024 1.25(0.12%) SBI Life Insurance Company. Share Price 1540.20 … Read more

Is your portfolio truly diversified? Unveiling the significance of ‘factor’ diversification

Is your portfolio truly diversified? Unveiling the significance of ‘factor’ diversification

Don’t put all your eggs in one basket. We’ve all heard that. This advice stems from the unfortunate scenario where, should the basket fall, all your eggs will break. This outcome is unfortunate yet entirely preventable. The key? Put your eggs in different baskets. That way, should one basket tumble, the other eggs remain safe. … Read more

staggered buying: ETMarkets Fund Manager Talk: Why is this asset manager cautious on markets and recommends staggered buying?

staggered buying: ETMarkets Fund Manager Talk: Why is this asset manager cautious on markets and recommends staggered buying?

The gloomy global economic outlook, optimally projected earnings estimate, coupled with high quartile valuation multiples has prompted Waterfield Advisors to take a cautious stance on the Indian market. “The benchmark Nifty-50 is trading at over 20 times its 1-year forward earnings. Though this multiple appears reasonable, it is not cheap compared to other global and … Read more