BUSINESS
Sitting on 50% cash positions in some of our hybrid funds as market corrects, says Samco MF CIO Umeshkumar Mehta
Samco recently launched its Multi Cap Fund, which Mehta says is designed to address market volatility with an advanced hedging approach, aimed to deliver superior returns for investors.
BUSINESS
SIP flows breach Rs 24,000 cr-mark for first time in September; here are key highlights from AMFI data
The total active SIP numbers also crossed 9.87 crore in September, up from 9.61 crore in August.
BUSINESS
Why do Indian subsidiaries of MNCs command higher valuations? It's all about the India Story
Many global corporations are expanding their manufacturing operations in India, thus allowing them to tap into the opportunities for manufacturing in India's market but also reduce dependency on other countries like China and Vietnam.
BUSINESS
Rate sensitive stocks rally as repo rate remains unchanged; experts see short-medium term positive for segment
Most experts believe that the market will factor in today's announcement very quickly but the earnings that are coming up and the commentary from the managements will be a more important factor for these stocks.
BUSINESS
Kotak AMC’s Harsha Upadhyaya on market volatility, India-China factor and why MNC could be the next investment theme
Upadhyaya was speaking to Moneycontrol on the sidelines of Kotak AMC launching an MNC Fund. He spoke about FII outflows, valuations and how their investment strategy has changed over the last few months.
BUSINESS
As stocks continue to fall below 52-week high, here is what experts suggest
In the small-cap space, the correction has been across sectors like engineering, IT and textiles while the mid cap space has seen bulk of corrections happening across defence, telecom and banking.
BUSINESS
MC Market Poll: Cash is not king as majority prefer staying invested rather than keeping high cash levels
This poll findings clearly suggest that despite market corrections and global uncertainties, majority of the market players are confident of their current positions
BUSINESS
Amid heightened volatility and uncertainty, mutual funds see surge in Index and ETF filings
The total draft filings, including categories like sectoral and thematic funds, grew by 139 percent, from 38 in 2023 to 91 in 2024.
BUSINESS
Top 10 biggest single-day market falls of CY24: FPIs still a huge factor even as DIIs try to provide counterbalance
While FIIs remain reactive to global risks, experts believes that DII intervention has so far kept the market from going into a freefall mode and that trend would continue.
BUSINESS
Welcome change but T+0 settlement cycle continues to face challenges, say brokers
On Monday, SEBI board announced an increase in the number of scrips eligible for trading under the optional T+0 settlement cycle from the current 25 to include the top 500 stocks based on market capitalisation
BUSINESS
90% of the top 30 largest EM funds are currently underweight on China
Among the top 450 funds, the median underweight stands at 3.1%.
BUSINESS
FPIs put in nearly $7 bn in Indian equities in September; highest since December 2023
Incidentally, FPIs have been betting big on Indian debt as well with the total investments in September pegged at $3.75 billion, bringing the overall debt investment for 2024 to $17.09 billion.
BUSINESS
Is this the right time to invest in ESG funds? Here's what experts say
Despite growing awareness of sustainable investing, market experts say that there are several challenges such as compliance costs and market alignment, particularly for smaller businesses, though they believe that ESG funds in India hold immense potential.
BUSINESS
Sebi working on a dozen AI projects to enhance efficiency and processes, says Madhabi Puri Buch
Through its current AI projects, SEBI aims to significantly reduce approval times, creating a more dynamic and responsive regulator.
BUSINESS
Mutual fund is Sebi’s ‘Bada Beta’ and plays an important role in financial inclusion, says Madhabi Puri Buch
Collaboration, Buch noted, will continue to be key for the industry growth. "If we continue to work together, there’s no stopping this industry and the wealth creation it can achieve for every citizen of this country," she said.
BUSINESS
This stock has surged 630% in one year but analysts still have a bullish outlook
Waaree Renewable, previously known as Sangam Renewables, operates in the solar EPC segment and has benefited significantly from the government's push towards renewable energy, particularly solar.
BUSINESS
Nearly $10 bn invested by FPIs in debt in FY25 so far, shows data
The most significant category in debt for FPIs has been under the FAR (Fully Accessible Route) limit. According to experts, Indian government securities have received the largest inflows, particularly in the 5-10-year maturity range.
BUSINESS
Significant uptick seen in retail participation in passive funds, smart beta products, says Mirae's Siddharth Srivastava
In the ETF space, Srivastava says that Mirae is currently betting big on the PSU bank and metal space with their recently launched ETF products.
MARKETS
AI could play an important role in the future of ODR for securities market, says SEBI's Pramod Rao
Rao highlighted how technology could play a crucial role in cases involving disputes over ATM withdrawals. "There's a digital footprint from the ATM, and cameras are in place. We can determine whether a transaction occurred without humans having to disagree," he said.
BUSINESS
LIC MF aims to grow asset size to Rs 1 lakh crore by FY26, plans fund launches
The LIC MF Manufacturing Fund NFO will be open from September 20 to October 4 and will be benchmarked against the Nifty India Manufacturing Index.
BUSINESS
No material change in market outlook post Fed rate cut; all eyes on RBI now: MC Poll
The unanimous view is that the US Fed rate cut was on expected lines – hence the subdued reaction on Thursday – and the focus will now shift to RBI as the Monetary Policy Committee is scheduled to meet next month.
BUSINESS
67% of open-ended equity diversified mutual funds outperform benchmarks in August: PL Capital
The US Fed rate cut is likely to have a positive impact on the Indian capital market, says Pankaj Shrestha, Head of Investment Services, PL Capital.
BUSINESS
Sebi aims to empower REIT investors with the launch of Data Benchmarking Institutions
Through the DBIs, investors can access information on performance of REITs, operation metrics, valuation standards and disclosures.
BUSINESS
Quantum MF files appeal against NCLAT order approving delisting of ICICI Securities
Quantum Mutual Fund had voted against the proposed merger of ICICI Bank and ICICI Securities during a shareholder meeting in March 2024 on concerns that the move would be detrimental to the interests of the fund house’s unitholders.
