Dinshaw Irani, CEO, Helios Mutual Fund, discusses portfolio adjustments. Focus shifts to EV two-wheeler companies, with a new addition coming soon. He remains cautious on passenger vehicles and negative on…
Sushant Bhansali, Ambit Asset Management, says despite short-term challenges, the FMCG and consumer discretionary sectors stand to benefit from upcoming GST cuts, especially rural-focused companies. While short-term flows into defence…
Gautam Duggad, Head Of Research, Director - Institutional Equities at Motilal Oswal Financial Services, says stock markets are reacting maturely to tariff impacts, with major sectors like financials and IT…
"For now, we expect the market to remain in a narrow range. It has become more stock-specific. Clearly, companies that report better-than-expected earnings are being rewarded, while those that disappoint…
"We remain bullish on consumer discretionary because ek lakh crore ka tax rebate has come into play and that is recurring every. Thereafter, there is EMI burden reduction, thanks to…
The DSP Mutual Fund recently introduced the DSP Nifty Private Bank Index Fund, an open-ended scheme that tracks the Nifty Private Bank Index. This fund offers investors a targeted approach…
“I think there is a possibility that some of the FPIs reallocate part of portfolio allocations to China. However, any such decision is expected to be more tactical and not…
ET Intelligence Group: Foreign investors are increasingly favouring India's discretionary consumption and capital expenditure sectors, ramping up equity allocations in Asia's third-largest economy following a brief pause.The capital goods sector…
U.S. equity funds saw outflows for the first time four weeks in the seven days ended May 29, hit by rising bond yields and uncertainty over the timing and extent…
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…