The next phase of the market rally is likely to be led by the IT and banking sectors, supported by their strong Q3 performance and favourable valuations, says Ravi Singh, SVP – Retail Research, Religare Broking. “The banking sector, in particular, stands to benefit from a positive Union budget for FY26 and the Reserve Bank … Read more
“We focus on companies which have potential to generate operating cash flows (Small Cap) and free Cash Flows (Mid and Small Caps),” says Arpit Agrawal, Co-Founder & CIO of Electrum Portfolio Managers. In an interview with ETMarkets, Agrawal said: “We are believers in potential cash flow generation in the business rather than Profitability in the … Read more
Investment in equity mutual funds surged over five-fold to Rs 94,151 crore in the June 2024 quarter against Rs 18,358 crore a year ago. This has also pushed the industry’s assets under management (AUM) by 59 percent to Rs 27.68 lakh crore in June from Rs 17.43 lakh crore a year ago, data from the … Read more
Mutual Fund investment: Market fluctuations are a huge reality in the current times. The India VIX, which measures market volatility using the Nifty 50 index, saw a major correction after the Lok Sabha elections. The VIX has eased down to 13.16 from its peak 31.17 on June 4, when the Lok Sabha elections results declared. … Read more
It is widely recognised that equities have outperformed other asset classes like debt, real estate, and gold over the past few decades in terms of returns. However, to capitalise on these superior returns, equity investors must navigate through market corrections, which are generally unwelcome, whether they are minor or substantial. Yet, when approached strategically, these … Read more
It is very rare to see true long-term investment success, where an investor’s returns outperform the index year after year. But Nicholas Sleep has done that for 12 years, returning an average of 18.4% per annum year after year. Sleep’s name may not find place among the investing legends that the market keep talking about … Read more