Shreyash Devalkar, Fund Manager, Axis Mutual Fund, says the market has matured, making broad investment themes less effective. Narrow themes are also challenging due to market awareness. Public Sector Undertakings or PSUs have performed well, but thematic investing may not be wise now. Individual stock selection within PSUs, such as banks or capital goods, is … Read more
“Good monsoons is by and large good for the country and, of course, there will be that odd issue in one sector or the other while monsoons are ahead of time, but by and large it should be good for the country,” says Anshul Saigal, Founder, Saigal Capital. This entire impact of early monsoon, I … Read more
The easing of tariff concerns and geopolitical tensions between India and Pakistan, ending strongly in India’s favor without much escalation, strongly impacted the markets in a positive way. Nifty registering its biggest single-day gains in recent history. The markets maintained those gains and built on them further during the week. While the Nifty moved in … Read more
“The broader market had its own sort of corrective phase, but I do think that given the fact that this event has happened and though it is an evolving situation there is a possibility that you may see a bit of a cool off and that may give a lot of comfort to investors,” says … Read more
Gold is often viewed as a safe haven by the majority of investors, providing a sense of security that their investment is protected in a dependable asset. Over the last two years and even the last 25 years, gold has shown superior performance compared to equities on a global scale. In a recent analysis, Nithin … Read more
The capital gains taxation rules on gold saw significant alterations from July 23, 2024. These changes affect all asset classes, including gold, mutual funds, and real estate, substantially impacting investors and sellers of gold jewellery. The adjustments were introduced to harmonise tax treatments across various investment categories, bringing clarity and uniformity to the taxation process … Read more
Investors should increase cash holdings by up to 10% in the short term as markets grapple with volatility following U.S. President Donald Trump’s sweeping 26% tariff on Indian imports, according to Axis Securities. The brokerage advised deploying funds selectively during market dips, focusing on high-quality stocks with strong earnings visibility over a 12–18 month horizon. … Read more
My SIP portfolio is currently experiencing a devaluation of approximately 20-30% due to the ongoing market downturn. I have also invested in NFOs. My investment horizon extends beyond 10 years. However, the performance of the funds has dipped over the last two quarters (during the second half of 2024). Given this situation, I am seeking … Read more
Planning for Retirement: I am considering investing Rs 50,000 through SIPs over the next 15 years to build my retirement savings. Currently, my expenses are below Rs 30,000 as children are settled in their respective jobs and don’t wish to get married so soon. Taking into account inflation and post-retirement expenses, I am curious to … Read more
Investing in midcap mutual funds can be a smart long-term move, but it requires a careful strategy—especially during periods of market volatility. Midcap companies typically sit between large, stable blue-chip firms and the fast-paced world of small-caps. While they offer higher growth potential than large-caps, they’re also more sensitive to market fluctuations, making volatility a … Read more