Mumbai: Indian equities could wilt early this week as the escalating Iran-Israel conflict threatens to engulf both emerging-market risk assets and commodity supply chains in one of the most volatile geographies on the planet. With oil prices expected to leap on worries about supply disruptions in the wake of the clash, investor sentiment is expected … Read more
With the dollar index and US 10-year bond yields on the rise, along with increasing crude prices and geopolitical tensions, analysts advise a cautious approach. They advise investors to refrain from chasing buying opportunities at elevated levels and suggest booking profits on any bounceback. ICICI Bank, Reliance Industries, Mahindra & Mahindra, Eicher Motors, SAIL, IRCTC, … Read more
The Indian Rupee hit all-time lows of 83.4550 this week on a strong US Dollar and FII outflows. The Dollar index has strengthened 2.87% YTD while FII outflows stood at Rs 52,461 crores YTD. Elevated gold and crude oil prices due to heightened geopolitical tensions in the Middle East and between Ukraine and Russia also … Read more
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
Bitcoin is set to continue its record-breaking rally and rise above $80,000 as institutional investors pour more money into the crypto-backed exchange-traded funds, according to Binance chief executive officer Richard Teng. The launch of Bitcoin ETF in the US earlier this year has attracted institutional investors and new fund flows, Teng said at an event … Read more
Synopsis Besides the hit which nifty and sensex have taken, what is more important is that there are more declines than advances and that is largely due to market breadth in the mid-cap segment. This is indicative of continued profit booking happening at the broader market level. At this point of time, one cannot rule … Read more
Mumbai: Ahead of the curve. That’s supposedly the hallmark of an astute investor, and if you consider yourself one, you could choose to buy into something appropriately named – the business cycle fund. It sounds innocuous but the name itself reveals the art – or, science – of investing in stocks that are beginning their … Read more
Financial planners believe long term equity investors can consider an investment in large and midcap schemes. They could start a long term systematic investment plan (SIP) in this category which can give dual benefits of stability offered by large caps and the growth potential of midcap companies. WHAT IS A LARGE AND MIDCAP FUND? Large … Read more
The outcome of the recently concluded assembly elections in five states has sent a clear message that the uncertainty surrounding the upcoming general elections has dissipated, says Nitin Agarwal. CEO, Torus ORO PMS. “With Prime Minister Narendra Modi’s strong showing, investors can now anticipate continued stability and a focus on growth-oriented policies. This aligns perfectly … Read more
“1 crore invested in our PMS has become 2.57 crores versus 1.87 crores in the index. And the returns came with lower volatility,” says Devina Mehra, Founder, and chairperson of First Global. In an interview with ETMarkets, Mehra said: “Key in international investing is that the leadership keeps changing terms of asset classes and countries … Read more
