BUSINESS
Merchant bankers and mutual funds must have synergy as the capital market expands: Sebi's Manoj Kumar
"Unless a good quality paper comes into the market, it is very difficult for mutual funds to channel the money. So, from that perspective, there is a huge synergy between the two segments," Kumar said.
BUSINESS
Rural could be a key beneficiary of Budget 2025; right time to invest despite long periods of underperformance, says ICICI Pru MF’s Priyanka Khandelwal
As rural incomes rise, savings and consumption should increase, reversing the underperformance of the past decade. This makes it an opportune time to focus on the rural theme, says Khandelwal.
BUSINESS
This fund manager believes 2025 could be the right year to look at small caps
Varun Goel of Mirae Asset Investment Managers believes that over a 10-15 year period, the compounding effect in small caps can be substantial. While Nifty's 30-year return is around 11-12%, the small cap index has delivered 17% over 20 years, he added.
BUSINESS
Budget 2025: Thermal faces challenges, but renewables could see benefits in budget
While power-related announcements are typically spread throughout the year, experts are closely monitoring the budget for updates in the renewable sector.
BUSINESS
Nifty Railway PSU ETF: Why is Groww MF betting big on this industry first product
The PSUs included in the index operate across various sectors like financial services (IRFC), construction (RVNL, IRCON), and logistics. These companies stand to benefit from the growth in the railway sector.
BUSINESS
MC Markets Poll: Rising US bond yields biggest potential risk with changes in US policy, suggest experts
US bond yields are climbing sharply, with the benchmark 10-year Treasury yield nearing 5 percent. Higher US interest rates and a stronger US dollar is typically negative for emerging markets in general and India specifically.
BUSINESS
MC Market Poll: Experts optimistic on India due to strong domestic policies, Trump's larger focus on China
Despite the concerns, most seem to be optimistic on India being able to have limited impact on the back of stronger domestic policies and Trump's larger focus on China.
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.
