Staging a strong comeback after general election results, foreign investors pumped Rs 12,170 crore in Indian equities so far in June, mainly driven by expectations of continued policy reforms and sustained economic growth. This came following a net withdrawal of Rs 25,586 crore from equities in May on poll jitters and more than Rs 8,700 … Read more
Markets regulator Sebi on Wednesday relaxed timelines for disclosure of material changes by Foreign Portfolio Investors (FPIs). The regulator categorised material changes notified by FPIs into two groups. Type I group includes changes that require FPIs to seek fresh registration, or which affect any privileges or exemptions available to such foreign investors and Type II … Read more
Let’s start with your personal story I come from a family of engineers and I surprised my parents by not pursuing my engineering academic learnings professionally. I completed my Master of Management Studies (MMS) from the BITS, Pilani. My college is renowned for its rigorous academic programs and emphasis on both theoretical and practical knowledge, … Read more
Ramesh Mantri, CIO, WhiteOak Capital AMC, says when we look at combined fundamentals and valuation, there are some sectors where fundamentals are very strong, but valuation is very high like industrials, capex related and then smaller industry segments like defence, electronics and manufacturing. The fundamental corporate earnings have been good but the valuation is high. … Read more
While investing, everyone who adheres to a clearly defined rule-based strategy stands a chance to make money. If the rules have stood the test of time, the odds of winning are even higher. Factor-based or smart beta exchange traded funds (ETF) adopt this rule-based approach of portfolio construction. They can be an interesting portfolio candidate … Read more
Investors who are bullish on the long-term prospects of the Indian equity markets, but believe valuations have run ahead and that the markets can be volatile over the next few months can stagger their investments using a systematic transfer plan or STP. WHAT IS A SYSTEMATIC TRANSFER PLAN? STP is a way to stagger money … Read more
Synopsis In its lifetime every midcap company sees some headwinds. There are many examples from history which show the difference between the companies which have been able to survive and grow even after all the trouble is that of the parent company. A company belonging to a strong industrial group which has a track record … Read more
HDFC Defence Fund-Reg(G), which was a top performer among the equity mutual fund schemes in April with returns of 12.56%, added three new stocks to its portfolio in the month gone by. These were Garden Reach Shipbuilders & Engineers, JNK India and Mazagon Dock Shipbuilders. Meanwhile, the scheme increased its holding in seven stocks while … Read more
In the realm of investment planning, longevity is a virtue. The journey to financial security once you are near retirement often requires a careful balance of strategy, foresight, and adaptability. In a quest for clarity amidst the retirement planning maze, Gururaj, a 50-year-old investor brimming with aspirations, seeks to grow the portfolio so that he … Read more
Sandip Sabharwal, asksandipsabharwal.com, says “the markets have corrected and people are correlating it to what might happen in the election. I do not think that is the right way to do it. I think markets fall under their own weight when they become overweight. So, the Indian market became overweight and is correcting a bit. … Read more