Revival in investment cycle makes a case for more allocation to infra MFs

Revival in investment cycle makes a case for more allocation to infra MFs

Explaining India’s economic structure requires a degree of specialisation qualifying for a Nobel in that discipline. But in the simplest of explainer articles for the man on the street, economists have often argued that consumption – and private capital investments – follow neatly sequenced cycles in this country. That explains why global commentators like Jeffries … Read more

View: As key reforms change the India story, investors need to be made more aware of this change

View: As key reforms change the India story, investors need to be made more aware of this change

For more than a decade, India’s efforts to attract FDI have been affected by a misconceived law that enabled certain transactions to be retrospectively taxed. GoI has now repealed the statute on its own sovereign terms, through its own national legislature. Investors can now look again at the world’s largest market opportunity, a view, according … Read more

FPIs invest Rs 8,000 cr in Indian mkts in just four trading sessions

FPIs invest Rs 8,000 cr in Indian mkts in just four trading sessions

New Delhi: Foreign investors have infused close to Rs 8,000 crore into Indian equities in the first four trading sessions of June as risk-on sentiment improved amid rapidly falling new Covid cases and robust corporate earnings. The inflow comes following a net withdrawal of Rs 2,954 crore in May and Rs 9,659 crore in April, … Read more

Not selling glass as diamond; Come, invest & reap rich dividends in Rs 1L cr projects: Jharkhand Govt

Not selling glass as diamond; Come, invest & reap rich dividends in Rs 1L cr projects: Jharkhand Govt

Showcasing Jharkhand as one of the most attractive investment destinations, the state government on Saturday urged industry players to come forward to invest in proposed projects with investment potential of Rs 1 lakh crore and reap rich dividends. Promising that the Jharkhand government did not believe in selling “glass as diamonds”, it said it was … Read more

Build stock portfolios outside the index overseas

Build stock portfolios outside the index overseas

Mumbai: Diversify – whether at home or Stateside: That’s the prescription to make money in US stocks where valuations have reached stratospheric heights – as they have in Mumbai. The Nasdaq 100 fund yielded 52% over the last one year. It was one of the most popular funds amongst Indian investors many of whom started … Read more

IPO market warms up for a busy December

IPO market warms up for a busy December

Antony Waste Handling Cell, which cancelled its IPO in March, will also likely try again in December, according to bankers. Synopsis Suryoday Small Finance Bank, ESAF Small Finance Bank, Nazara Technologies, RailTel, Burger King, Kalyan Jewellers and Antony Waste Management are among those that are conducting road shows and planning initial public offers (IPOs) in … Read more

Tweet Buster: Is it time to cash out your investments? Plus, stock picking tips from Ian Cassel

Tweet Buster: Is it time to cash out your investments? Plus, stock picking tips from Ian Cassel

NEW DELHI: As the stock market has defied gravity by bouncing back to record highs this month from its March lows, market mavens seem more concerned than impressed as many believe the valuations have reached sky-high levels and a correction might be imminent. In today’s edition of Tweet Buster, top investors share their market projections, … Read more

Tamil Nadu inks 14 MoUs worth Rs 10,055 crore

Tamil Nadu inks 14 MoUs worth Rs 10,055 crore

CHENNAI: The Government of Tamil Nadu signed 14 Memorandum of Understanding (MoUs) worth Rs 10,055 crore on Monday, a press statement confirmed. The state leads the country in post-Covid investments in Q1 and Q2 (private investments and manufacturing) with 42 MoUs worth Rs 31,464 crores being signed during the period to create 69,712 jobs. The … Read more

Atmanirbhar Bharat could add $160 billion by 2024 to trade earnings

Atmanirbhar Bharat could add 0 billion by 2024 to trade earnings

Mumbai: India’s incremental earnings from overseas trade, anchored in potential investments from the likes of Apple and Foxconn, could surge by $160 billion by 2024, with New Delhi emerging as a feasible alternative to Beijing for manufacturing and other capital-intensive industries in a global de-risking of supply chains.An internal Citi report on India’s Atmanirbhar plan … Read more

Rally has not been as narrow as it appears to be, says Taher Badshah of Invesco MF

Rally has not been as narrow as it appears to be, says Taher Badshah of Invesco MF

Mutual fund investors are confused about the stock market. Many of them can’t make sense of the uptrend in the stock market while the economy is yet to show sure signs of revival as the pandemic rages on. Shivani Bazaz of ETMutualFunds.com reached out Taher Badshah, Director and CIO (Equities), ‎Invesco Mutual Fund, to find … Read more