India’s economic trajectory over the last decade has been nothing short of remarkable. With robust macroeconomic management and a resilient corporate sector, the nation has emerged as a beacon of stability in a tumultuous global landscape. Despite the challenges posed by the Covid-19 pandemic, India has maintained its course, showcasing resilience and adaptability in the … Read more
FY24 was an interesting year with strong gains across markets caps and sectors. While the Nifty 50 Index was up 29%, the Midcap Index was up 60%, the Smallcap Index was up 70%, Nifty 500 Index was up 39%. The best performing sector was Realty, with the Nifty Realty sector gaining 133%, coincidentally this was … Read more
Smallcase provides curated stock and ETF portfolios managed by research analysts and investment advisors. This allows individual investors to take a simple, diversified portfolio-based approach with the help of professionals. Vasanth Kamath, Founder and CEO of Smallcase, talks to Navneet Dubey of BT Money Today about smallcases and how it leverages its growth along with the presence … Read more
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
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
Eminent fund manager Thomas Schneeweis says focusing on past performance is the first and biggest mistake investors make when it comes to asset allocation. According to Schneeweis, investors should be rather focused on risk instead of returns. “Much of the past, though interesting, may have very little relevance to what we do today,” he said.” … Read more
Recently, the BSE Sensex crossed the significant threshold of 70,000 points for the first time ever. Such a landmark event has tremendous implications for both individual and institutional investors. It is crucial for investors to strategise their future investments smartly. The piece helps you understand what investors could do in this bullish market. It is … Read more
With crores of Indians hooked to their screens to watch ICC Cricket World Cup matches, we reached out to smallcase managers to find parallels between the two worlds of sports and investing. Edited excerpts from a chat with Arvind Kothari, smallcase manager & Founder of Niveshaay: Unlock Leadership Excellence with a Range of CXO Courses … Read more
With crores of Indians hooked to their screens to watch ICC Cricket World Cup matches, we reached out to smallcase managers to draw parallels between the two worlds of sports and investing. In this chat with ETMarkets, Sonam Srivastava, smallcase manager & Founder of Wright Research, explains how investing all your money into a single … Read more
Investors have traditionally reaped rich rewards through investment in Indian equities. However, over the last one year, markets have been volatile due to geopolitical tensions and rise in global inflation. On the other hand, fixed income investment avenues are now delivering negative real returns to investors. No wonder that investors are now looking to diversify … Read more