BUSINESS
Analyst call tracker: Brokerages divided on Nifty 50's latest entrants Trent and BEL
According to Moneycontrol's analyst call tracker data, Trent features among companies that have seen the maximum downgrades in a quarter and Bharat Electronics (BEL) has seen the maximum upgrades.
BUSINESS
Budget 2025: A slightly higher budgetary allocation for renewable energy segment would be good, say experts
Experts foresee sustained budget support for renewables, focusing on local manufacturing and clean energy incentives.
BUSINESS
Budget 2025: Capital goods sector eyes govt spending after execution lull in election-focused 2024
Analysts are optimistic about the sector's prospects, particularly since the upcoming budget is expected to reinforce infrastructure-led growth.
BUSINESS
Budget 2025: Experts predict moderate growth in defence budget allocation; remain optimistic amidst corrections, stretched valuations
In the FY2024-2025 budget, the finance minister allocated Rs 6.22 lakh crore to the sector -- a 4.79 percent increase from previous year. Capital expenditure was Rs 1.72 lakh crore, with Rs 92,088 crore for operational readiness and Rs 1.41 lakh crore for defence pensions.
BUSINESS
Indian capital markets had a dream run in 2024: ICICI Prudential AMC's S Naren
According to Naren, one of the most surprising developments in 2024 was the growth in assets like gold, silver, and equities.
BUSINESS
MF flows in December: SIP growth doubles, equity flows pick up pace again, gold ETFs see a dip
For the month of December, the monthly contribution through SIP was Rs 26,459 crore, up from Rs 25,320 crore in November
BUSINESS
Do market corrections trigger fear among retail investors? SIP data shows otherwise
An Aditya Birla Sun Life AMC market outlook report also highlighted this trend, noting that out of 20 episodes of market corrections, 17 incidents saw SIP flows surpassing the previous 12-month average
BUSINESS
Aditya Birla Sun Life MF CIO Mahesh Patil’s 2025 game plan: Stock-specific, quality-centric strategy; optimistic but cautious about 2025
Equity markets are likely to experience consolidation, with normalised earnings growth at 12-13 percent. Volatility may arise from global factors, including currency movements and liquidity impacts, he suggest.
BUSINESS
Promoters of mid-, small-cap firms cash in on rally; sell shares worth Rs 1.2 lakh crore
According to BSE data, between December 2023 and September 2024, nearly 400 companies in the mid- and small-cap segment saw promoters reducing their stake
BUSINESS
For now, HMPV virus is not a concern, expect limited impact: Market experts
Today's market downward trend according to experts could have various other contributing factors.
BUSINESS
AUM of India-focused Nifty-tracking passive equity funds doubles to near $5 billion in size
As per exchange data, equity assets under management (AUM) of passive funds globally tracking Nifty indices surged from $2.4 billion in December 2023 to $4.8 billion by November 2024.
BUSINESS
Attractive valuations, stronger earnings could see large-caps lead charge in 2025, says Canara Robeco MF
Despite continued challenges, the fund house believes that 2025 could be an opportunity for large caps. The report suggests that large caps, which are currently undervalued compared to broader indices like the Nifty 500, present an investment case for them to outperform other segments in 2025.
BUSINESS
Retail Power: Retail holdings rise more than 10x over the last decade
2.3 crore investors were added during the year, which is the highest ever addition in a calendar year, as per the 2024 annual data highlight report by NSE.
BUSINESS
Market outlook 2025: Top fund managers in 'cautious optimism' mode amid near-term challenges
Motilal Oswal Wealth Management, in its 2025 market outlook, states that market consolidation may dominate the first half of the year, with recovery likely in the latter half
BUSINESS
IPOs in 2024: More than 60% mainboard IPOs prove lucky for investors
Listing gains matter a lot as a study by SEBI has shown that a majority of investors invest money in IPOs only for listing gains
BUSINESS
Super Fund Manager 2024: The growth-driven formula that powered this mid cap fund manager’s success
We focus on companies growing above the nominal GDP growth rate, with some indexing to growth as well, while keeping an eye on valuations, explains LIC Mid Cap Fund's Dikshit Mittal.
BUSINESS
Super fund manager: How this money manager leveraged strategic sector positioning and leveraged the strong mid-cap rally
"In the jewellery industry, two-thirds of the market is still unorganized, leaving room for organized players to expand by opening more stores, improving offerings, optimising inventory, and enhancing turnaround times," said Ajay Khandelwal.
BUSINESS
2024 in review: MFs witness growth in 2024; SIPs, Thematic and Passive on the rise
According to an ICRA note, the share of open-ended equity-oriented mutual funds in the total AUM increased to 44.59 percent, amounting to Rs 30.36 lakh crore in November 2024, up from 41.46 percent in November 2023.
BUSINESS
Super Fund Manager 2024: Why this Flexi Cap fund manager believes a blended strategy is key to success
On strategy for next year, Invesco’s Head of Equity and Fund Manager Amit Ganatra notes that they need to be more cautious
BUSINESS
Super Fund Manager 2024: This fund manager explains how tactical sector allocations led to strong large-cap performance
We were cautious about the pace of rate cuts. We did not buy into the theory that rate hikes would quickly reverse into rapid rate cuts. As a result, we were more underweight on financials compared to others, which worked in our favour, says Sriram.
BUSINESS
Super Fund Manager 2024: How this fund manager outperformed the benchmark with “smart sectoral” moves
Small caps have been the standout this year. In the second quarter, they saw the highest earnings upgrades, outpacing mid and large caps. Many doubted their potential, but higher earnings growth drove their success, and we expect this trend to continue, Shah says.
BUSINESS
Super Fund Manager 2024: How this fund manager is winning the infra game with 47% return in a year
This is the third year of strong performance for the Invesco Mutual Fund, and it has consistently tried to stay ahead of market trends by leveraging domain knowledge and recognizing business cycles early, says Nigam
BUSINESS
Super Fund Manager 2024: Early sector bets and strategic stock picking have been driving this manager's success
A diversified portfolio and early bets on the right sectors have driven performances in both funds, according to ITI AMC's Rajesh Bhatia.
BUSINESS
Super Fund Manager 2024: How this multi-cap money manager finds his timing and themes to emerge triumphant
Kotak AMC’s fund manager Devendar Singhal believes 2025 will see challenges on the earnings front, and wealth creation will not be easy. This year, his multi-cap fund had bet on contruction, smaller PSU Banks and select automotive names.
