Motilal Oswal Private Wealth (MOPW) has issued a recommendation for investors to pursue lump sum investments in Hybrid and large-cap funds. This guidance comes in response to the recent market corrections which have seen large-cap valuations fall below their 10-year average. The advisory reflected the firm’s strategic outlook amidst ongoing consolidation in the Indian equity … Read more
A recent report by Edelweiss Mutual Fund has projected that equities are likely to outperform gold over the next three years. The report highlights that while gold has traditionally been seen as a safe-haven asset during periods of economic uncertainty, equities are expected to thrive amidst the backdrop of economic growth. Such conditions make equities … Read more
During the recent monetary policy review meeting held between February 5 and 7, 2025, the Reserve Bank of India (RBI) made the decision to reduce the policy repo rate from 6.50% to 6.25%. This marks a change after maintaining the rate unchanged for eleven consecutive meetings, which is about five years. The new Governor, Sanjay … Read more
Domestic benchmark equity indices dropped on Friday, ending the week in the red, as concerns over dull corporate earnings and persistent foreign outflows outweighed gains in information technology stocks following the U.S. Federal Reserve’s expected interest rate cut. The NSE Nifty 50 fell 0.21% to 24,148, while the BSE Sensex shed 0.07% to 79,486. They … Read more
Stating that financials as a sector and banks specifically offer better risk reward opportunity, Chandraprakash Padiyar, Senior Fund Manager, Tata Asset Management, says given the positive regulatory environment for banks in terms of early warning, asset quality will remain strong over cycle enabling higher growth in credit and ROE, leading to better valuations. “We see … Read more
“We anticipate the early phase of Samvat 2081 to be marked by volatility due to moderation in corporate earnings and contraction of India’s premium valuation,” says Satish Menon, Executive Director, Geojit Financial Services.In an interview with ETMarkets, Menon said: “The current market dynamics are favourable for gold, driven by a number of factors including rising … 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
Mukul Kochhar, Head of Institutional Equities, Investec Capital Services, says he is bullish on financials, auto and pharma sectors. Financials include some very high-quality banks, regulated banks, small finance banks trading at very affordable multiples; in autos, there are OEMs, two-wheelers and some four-wheelers also at this point they have become attractive in terms of … Read more
From New York to London to Tokyo, if there’s one similarity among the world’s equity markets it’s this: record highs.Of the world’s 20 largest stock markets, 14 have hit all-time highs recently. The MSCI ACWI Index, which tracks developed and emerging markets, has been on a record-breaking run, setting another new high on Friday. In … Read more
Mumbai: India’s Nifty has the potential to touch 20,000 between now and April next year, said Andrew Holland, CEO, Avendus Capital Public Markets Alternate Strategies, a Mumbai-based hedge fund. In an interview with ET, the money manager said he is more constructive on India’s equity markets now than he has been for a long time, … Read more