Quant Mutual Fund has gained a reputation for aggressive and dynamic fund management, often taking contrarian bets and sector rotation strategies. Financial planner and SEBI-registered Research Analyst A K Mandhan, in a post on social media platform X, noted that in four years, the fund’s AUM growth has gone up to Rs 1 lakh crore … Read more
While it is not easy to find stocks at reasonable valuations in a bull market, Vishal Jajoo, Fund Manager – Equity, ITI Mutual Fund, says growth stocks in India would continue to command a premium for the visibility in earnings that they offer. “The risk of not being in the markets is much higher than … Read more
With valuations of stocks related to the investment cycle and policy reforms capturing the near term potential, Sailesh Raj Bhan, CIO – Equity Investments, Nippon India Mutual Fund, suggests investors can also consider alternatives in large banks, IT and QSR.“Cyclical themes like manufacturing, industrials trade at higher premiums with high growth expectations and low room … Read more
“One thing you will notice that in India no cement company has ever given any loss to the bank, no haircut. All cement companies have gone at a higher rate than what their debt was. So, it is a very clear that cement buyers are there quite a lot,” says HM Bangur, Chairman, Shree Cement.What … Read more
“If it is momentum driven and it seems to be very-very solid over the last two to three weeks as far as trading, then you just do not get in the way of a bull market,” says Peter McGuire, CEO, XM Australia.We are back closing in on the $100 per barrel mark already. What has … Read more
“It might be prudent to adopt a staggered approach when making new equity purchases and consider waiting for potential corrections to add to our equity exposure,” says Sahil Kapoor, Market Strategist & Head – Products, DSP Mutual Fund. In an interview with ETMarkets, Kapoor said: “The market breadth, volatility indicators and earnings trend continue to … Read more
Dipan Mehta, Director, Elixir Equities, says: “This is as good a bull market as it gets and managements also recognise that this is the right time to take these kind of corporate actions and whether it is a buyback from Piramal or L&T, they certainly know that that is a good way of boosting their … Read more
” Reliance is the heaviest weighted counter in Nifty and it has been a thing that whenever market needs a strong support when every other counter is lacking strength then Reliance comes back into action,” says Aditya Arora, Adlytick.Have we missed the big move on Reliance or it is just breaking out? Should any pullback … Read more
NEW DELHI: After a tepid last year that made Nifty lose 1.42%, Samvat 2079 – the Hindu accounting year – that kicked off today looks much brighter and more promising for stock market investors. The new year is likely to witness peaking out of US Fed’s rate hike and quantitative tightening cycle while inflationary pressure … Read more
At the start of 2022, we viewed that Indian markets were likely to transition from ‘early-cycle’ to ‘mid-cycle’, similar to previous mid-cycle years of 2004 and 2011. The defining characteristic of mid-cycle is the withdrawal of monetary policy stimulus. Volatility rises during the period of transition, with equity returns being more modest during this phase, … Read more