Investment strategy

Fund Manager Talk | SAMCO MF’s Umesh Kumar Mehta explains why FII selling won’t derail India growth story

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Fund Manager Talk | SAMCO MF’s Umesh Kumar Mehta explains why FII selling won’t derail India growth story

Foreign Institutional Investors (FIIs) have been net sellers in Indian equities, sparking concerns about market momentum. But Umesh Kumar Mehta, CIO of SAMCO Mutual Fund, believes their exit is driven by global factors like currency and tactical opportunities, not India’s fundamentals, which remain strong with resilient growth and structural reforms. Edited excerpts from a chat: … Read more

Anand Shah on why he remains positive on metal pack, manufacturing

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Anand Shah on why he remains positive on metal pack, manufacturing

Anand Shah, CIO- PMS & AIF Investments, ICICI Prudential AMC, says global ferrous metal profitability remains muted due to strong Chinese exports, pressuring steel company earnings worldwide. Despite this, there’s optimism for margin recovery in select chemicals and metals sectors, driven by attractive valuations and potential earnings growth. While positive on manufacturing, particularly defense and … Read more

Know Your Fund Manager | Gurvinder Singh Wasan, CFA, Senior Fund Manager, Baroda BNP Paribas Mutual Fund

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Know Your Fund Manager | Gurvinder Singh Wasan, CFA, Senior Fund Manager, Baroda BNP Paribas Mutual Fund

Let’s start with your personal story I am a Mumbai boy, born and brought up in a joint family of businessmen. I have completed a Master’s in Commerce and am a Chartered Accountant by qualification. In addition, I am a CFA charter holder from the CFA Institute, USA. How did you land this job? I … Read more

Mega trend emerging in silver, time to sell gold and top up in silver? Gautam Shah answers

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Mega trend emerging in silver, time to sell gold and top up in silver? Gautam Shah answers

Gautam Shah, Founder, Goldilocks Premium Research, says after a period of significant gains in gold, which he successfully traded, a shift in focus towards silver is recommended. The author suggests that gold’s consolidation phase presents an opportunity to invest in silver, anticipating a substantial 20-25% increase in its value. A major upward trend for silver … Read more

Is the trend of chasing themes in the market over? Shreyash Devalkar explains

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Is the trend of chasing themes in the market over? Shreyash Devalkar explains

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

Don’t Chase Hype: Anshul Saigal sticks to value over virality in stock selection

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Don’t Chase Hype: Anshul Saigal sticks to value over virality in stock selection

“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

Dalal Street Week Ahead: Market momentum strong, but watch out for tactical pullback near 25,350

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Dalal Street Week Ahead: Market momentum strong, but watch out for tactical pullback near 25,350

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

Buy the dips in quality names with earnings visibility: Hemang Jani

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Buy the dips in quality names with earnings visibility: Hemang Jani

“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

Zerodha’s Nithin Kamath highlights how this asset had superior returns over stocks since 2000

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Zerodha’s Nithin Kamath highlights how this asset had superior returns over stocks since 2000

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

Gold investment: What do you need to know when you are selling your gold jewellery, Gold ETFs

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Gold investment: What do you need to know when you are selling your gold jewellery, Gold ETFs

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