Stay invested, look beyond the dip: Ashwini Agarwal’s advice as markets face headwinds

Stay invested, look beyond the dip: Ashwini Agarwal’s advice as markets face headwinds

“In the short term, we’re also facing challenges because the earnings season has been quite weak, and there’s a massive supply of paper coming through the IPO market. So we’re looking at multiple headwinds affecting the market right now,” says Ashwini Agarwal, Founder, Demeter Advisors. I recall when we were speaking in June, you had … Read more

Deven Choksey bullish on 3 sectors for long-term portfolio play

Deven Choksey bullish on 3 sectors for long-term portfolio play

“We believe this volatility may subside as we move into the new month and new contract, as rollovers take place. What we’re also seeing is that as corporate sectors begin to announce their results, there is a significant shift in positions — from one counter to another, or from one sector to another. This is … Read more

PB Fintech block deal may stir short-term volatility, long-term story intact: Hemang Jani

PB Fintech block deal may stir short-term volatility, long-term story intact: Hemang Jani

“Talking specifically about PB Fintech, the stock has gone through a large correction over the last, let us say, about six-eight months or so, but as a concept we do like platform companies,” says Hemang Jani, Independent Market Expert.Firstly, wanted to touch upon PB Fintech, that is one of the stocks that going to be … Read more

NRI Talk: Why NRIs are exploring Vietnam, Indonesia, and Africa for tactical growth, Sreepriya NS decodes

NRI Talk: Why NRIs are exploring Vietnam, Indonesia, and Africa for tactical growth, Sreepriya NS decodes

In a world where geopolitical shifts and economic realignments are rewriting investment playbooks, Non-Resident Indians (NRIs) are no longer limiting their portfolios to traditional hotspots like India, the US, or the UK. A new trend is quietly gaining momentum — one that points to emerging markets such as Vietnam, Indonesia, select African nations, and parts … Read more

QSR growth faces headwinds as online food platforms capture investor focus: Pankaj Pandey

QSR growth faces headwinds as online food platforms capture investor focus: Pankaj Pandey

“When you look at steel as a sector, the context is that the price is at a four-year low, then we had imports at a 10-year high and with 12% kind of a safeguard duty, our sense is that for a company like Tata Steel which did somewhere about Rs 12,000 per tonne kind of … Read more

Struggling to choose between RIL and Airtel? Hemang Jani explains how to approach both

Struggling to choose between RIL and Airtel? Hemang Jani explains how to approach both

With India’s telecom sector witnessing rapid changes as Elon Musk’s SpaceX plans to enter India to offer Starlink’s high-speed internet services, extending ties with Bharti Airtel and Reliance, investors may face the dilemma of choosing between two of the biggest players in the industry. While Bharti has demonstrated strong resilience amid market fluctuations, Reliance continues … Read more

Tata Quant Fund to merge with Tata Flexi Cap Fund: Should you stay invested if fund houses merge schemes?

Tata Quant Fund to merge with Tata Flexi Cap Fund: Should you stay invested if fund houses merge schemes?

Tata Mutual Fund has announced the merger of Tata Quant Fund into Tata Flexi Cap Fund, scheduled to take effect on March 21, 2025. Following this merger, Tata Quant Fund will be dissolved, and its unitholders will seamlessly transition to being part of Tata Flexi Cap Fund.  Investors who do not support the merger have … Read more

SEBI introduces Specialised Investment Funds for wealthier investors with minimum Rs 10 lakh investment

SEBI introduces Specialised Investment Funds for wealthier investors with minimum Rs 10 lakh investment

The Securities and Exchange Board of India (SEBI) has introduced a new investment category dubbed the ‘specialised investment fund’ (SIF) designed for wealthier investors. This initiative, effective from April 1, requires a minimum investment of Rs 10 lakh. SEBI’s move aims to cater to investors with higher risk appetites while providing asset managers with over … Read more

Iron & Steel, Housing Finance, and PSU Banks among most undervalued PSU sectors: Value Stocks

Iron & Steel, Housing Finance, and PSU Banks among most undervalued PSU sectors: Value Stocks

A recent study conducted by Value Stocks, a smallcase manager, provides insight into the valuation of Public Sector Undertaking (PSU) stocks. The research firm analyzed 91 PSU stocks listed on the National Stock Exchange (NSE), categorizing them into 26 subgroups. The findings reveal that only five sub-groups are overvalued, five are fairly valued, while a … Read more