“The only thing, the allocation toward mid and small has to be limited and the largecap exposure has to be increased, that is the best way you can optimise the current scenario,” says Sandeep Tandon, CIO, Quant Mutual Fund.So, if the big fund houses start cautious voice, is it time to even switch to largecaps … Read more
Kenneth Andrade, CIO, Old Bridge Mutual Fund, says the current market environment is not offering any value opportunities. “As an active manager, we need to move our lens to 2030, then we could look at some probable opportunities that would be a part of the portfolio. Edited excerpts from a chat: Investors who have made … Read more
Central banks worldwide are playing a pivotal role in driving the ongoing bull run in gold prices. This article aims to dissect the intricate connection between central bank actions and the surge in gold prices, shedding light on the factors contributing to this phenomenon. Understanding Central Banks’ gold accumulation Diversification Strategy: Central banks are actively … Read more
The week that went by saw bulls having an early Christmas party on Dalal Street, as benchmarks Nifty50 and Sensex clocked their best weekly gains since mid-November. The Sensex rallied more than 1,600 points or 2.4% last week and ended at a record closing high of 71483.75 points on Friday. While the gains were broad-based … Read more
Lamborghini India Bull Run was flagged off from The Leela Palace in Chennai on Saturday | Photo Credit: R. Ravindran “This is more like a bull walk, rather than a bull run,” quipped a disembodied voice over a walkie-talkie stuffed in the front pocket of the car. This was among the several bits of conversation … Read more
Led by buying in () and other heavyweights in banking and IT stocks, India’s heartbeat index Nifty on Monday zoomed past its previous all-time record high of 18,604 hit earlier on October 19 last year. The index took 275 trading sessions to beat the feat touched 13 months ago. After hitting a 52-week low of … Read more
NEW DELHI: With the Sensex having rallied over 9,000 points since mid-June to zoom past the 60,000 mark, market participants are left wondering whether both Sensex and Nifty will scale record high levels before Diwali, which is roughly two months away. While the 50-share index Nifty is less than 700 points away from the record … 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
NEW DELHI: No matter whether you made money in the breakneck stocks rally in last one year or not, brokers definitely got richer at a much faster clip, thanks to a surge in trading volume. But that period of stupendous growth might be getting over. CDSL, which provides depository services, added over 1 crore investors … Read more