Who says we don’t need FII money? Net monthly SIP flows not more than Rs 10K crore: Samir Arora

Who says we don’t need FII money? Net monthly SIP flows not more than Rs 10K crore: Samir Arora

Samir Arora, Founder, Helios Capital, says we cannot let go of pockets of flow by just believing that we are getting Rs 20,000 crore a month. The SIP numbers are good, but they are not what you think are. The actual net flows are not Rs 20,000 crore or more per month, they are only … Read more

JPMorgan sees foreign investors flocking to Indian stocks after elections

JPMorgan sees foreign investors flocking to Indian stocks after elections

Indian equities are poised to lure more foreign inflows after the general elections, with the economy’s promising growth prospects and the Federal Reserve’s rate cuts acting as catalysts. That’s the view from Rajiv Batra of JPMorgan Chase & Co., who says global funds’ positioning in India’s $4.3 trillion stock market remains light and investors will … Read more

Inflows into index-eligible Indian bonds set to hit $10 billion

Inflows into index-eligible Indian bonds set to hit  billion

Foreign inflows into India’s sovereign bond market are closing in on the $10 billion mark ahead of the country’s inclusion in the JPMorgan Chase & Co’s emerging markets debt index. Investments into index-eligible Fully Accessible Route bonds have risen by 812.18 billion rupees ($9.8 billion) since the announcement in September, data from the Clearing Corp. … Read more

The stars are aligned! Why FIIs will have to allocate more money to India

The stars are aligned! Why FIIs will have to allocate more money to India

Nothing succeeds like success. Money begets money. These two sayings sum up the Indian story. It has been a dream run! India has been the best-performing large market in the world for the past 25 years, even in US Dollar terms. The only index with returns close to India is the Nasdaq, a higher-risk index … Read more

Why Digant Haria sees little chance of a runaway rally before elections in 2024

Why Digant Haria sees little chance of a runaway rally before elections in 2024

Digant Haria, Co-Founder, GreenEdge Wealth, says “if FII flows reverse meaningfully, then who is to say that 24,000 will not be breached? But, looking at the US and Europe, looking at the way inflation is getting stickier and stickier in those economies, it is difficult to think that we may have a runaway rally when … Read more

Q2 results, yield movement, FII flows among 7 factors likely to hog Dalal Street this week

Q2 results, yield movement, FII flows among 7 factors likely to hog Dalal Street this week

MUMBAI: Benchmark indices snapped two-week winning streak and net lost over 1% in the week-ended October 20. The rising US bond yields, firm crude oil prices, and weak earnings from IT majors were some of the factors that weighed on the market sentiment. The coming truncated week is likely to bring in volatility as a … Read more

We have given a 25% plus growth target for this year: HP Singh, Satin Creditcare Network

We have given a 25% plus growth target for this year: HP Singh, Satin Creditcare Network

“So, we are predominantly rural. If you look at the complete AUM, this consists of about 80% which is rural. So, the rural economy is doing well with probably normal rainfall and normal monsoon being there,” says HP Singh, CMD, Satin Creditcare Network. Now, you managed to post a growth of 26% on a year-on-year … Read more

How India’s market capitalisation skyrocketed 30 times in 20 years

How India’s market capitalisation skyrocketed 30 times in 20 years

NEW DELHI: Mirroring the strong growth of the Indian economy from sulking in the underdeveloped category to being recognised as an emerging superpower, the market capitalisation of all listed stocks on BSE has surged 30 times in the last 20 years. India’s market cap is now at a record high figure of more than Rs … Read more

Q4 earnings, US GDP data & FII flows among 6 key drivers for Dalal Street this week

Q4 earnings, US GDP data & FII flows among 6 key drivers for Dalal Street this week

Amid weak global cues and cautious March quarters earnings, Indian equity indices remained in the red last week. However, on Friday, Reliance Industries and ICICI Bank results matched the expectation of the analysts. The BSE Sensex index ended 847 points or 1.40% lower at 59,538, while Nifty50 fell 204 points or 1.14% at 18,828 last … Read more

Buy every dip; FII flows will pivot back to India from China: Harendra Kumar

Buy every dip; FII flows will pivot back to India from China: Harendra Kumar

“The price behaviour on the Nifty now is a very slow bleed; it is not a sharp capitulation. That gives us a lot of hope that this very mild liquidity driven event will have more upsides than downsides as possibilities, says Harendra Kumar, MD – Institutional Equities, Elara Securities India A very cautious mindset seems … Read more