BUSINESS
Sector Watch: Capital goods firms want capex continuity, focus on emerging sub-segments in Budget 2024
Market participants also expect the budget to indirectly benefit various sub-segments within the capital goods universe through allocations to infrastructure areas such as roads, railways, and defence while expecting announcements related to railway safety, new railway lines, and further investments in semiconductor manufacturing.
BUSINESS
Sector watch: Power sector hopes for higher allocation, incentives as demand continues to soar
Power stocks have been rallying over the last one year with valuations in the power sector currently higher compared to historical averages.
BUSINESS
Budget 2024: Street bets on increase in defence capex spend
The defence segment is expected to see increased allocation in the upcoming budget, continuing the trend of previous years, analysts said.
BUSINESS
MC-Deloitte CEO Survey: India Inc chieftains all eyes on LTCG proposals in Budget 2024
Around 38 percent of respondents suggested implementing uniform tax rates for long- and short-term capital gains to simplify the regime, indicating a desire for clarity and simplicity in tax calculations.
BUSINESS
Five key highlights from AMFI’s June numbers
For a straight second month, thematic funds saw increased inflows. The category has received the highest inflows within the equity-oriented mutual fund categories for the past six months
BUSINESS
Mutual funds cashing in on strong demand with theme-based NFOs
From tourism to business opportunities, mutual funds are launching a slew of new fund offerings (NFOs), specifically in the thematic and sectoral funds space
BUSINESS
Passive funds in limelight as majority of active funds underperform benchmarks
Recent data highlights higher returns delivered by passive funds, particularly index funds and ETFs, when compared to many active funds.
BUSINESS
International equity funds perform better than benchmarks but lag domestic returns
According to data from Value Research, international funds, on an average, gave returns of around 16.78 percent, 3.51 percent and 9.53 percent over 1-year, 3-year and 5-year period, respectively.
BUSINESS
In Charts: Key metrics that matter to women mutual fund investors
A latest survey from Axis Mutual Fund shows that while the investment landscape has seen a paradigm shift in the last few years, women have emerged as active managers of their financial portfolios.
BUSINESS
Here are the key things to know about inclusion of Indian bonds in JP Morgan index and what it means for India
Since JP Morgan announced India's inclusion nine months ago, eligible bonds have seen net purchases totaling ₹841 billion ($10.08 billion), according to HDFC Mutual Fund.
BUSINESS
The Special Opportunity: How unique corporate situations can create multi-baggers
Harsha Upadhyay demonstrates nine corporate situations that have delivered exceptional returns
BUSINESS
India bonds in JP Morgan index: A watershed moment that will attract huge flows, aid growth, say experts
Experts view inclusion of Indian bonds in the index as a watershed moment for India's fixed-income markets.
BUSINESS
Family offices tap index, passive funds to boost wealth creation
This is an interesting trend as mutual funds are generally looked upon as an investment avenue for retail investors – at least the active and passive equity funds – and family offices typically deal with huge corpus of money and have the option to invest across asset classes.
BUSINESS
Quant MF escapes panic redemptions: distributors take wait-and-watch mode
Most of the distributors stated that they have yet to activate any redemptions for their clients —either on their own or at the request of their clients.
BUSINESS
No analyst coverage but Quant MF picks up stake in this global colorant company
Interestingly, Quant MF has been quite active of late, picking up stakes in a variety of stocks over the last three months, including Ador Welding (2.7 percent on June 11), Om Infra (1.75 percent on June 11), and Aarti Pharmalabs (1.16 percent on May 22)
BUSINESS
These three smallcap funds cornered 60% of the monthly category flows in May
In May 2024, smallcap funds saw inflows of Rs 2,725 crores, which was slightly below the one-year average of Rs 3,350 crores, as per the report.
BUSINESS
Tata Technologies: Hype over, reality strikes as Street fears come true
The most hyped IPO of the past year attracts Sell calls from analysts after poor Q4 show, concerns around anchor client and at its ailing Vietnamese client
BUSINESS
Power is a sure-shot, defense promises growth, roads set for turn, railways risky: infrastructure manager with Rs 30,000 crore plus assets dissects the segment
DSP MF's Charanjit Singh talks about the election-related fears that concern investors and his take on various infra segments
BUSINESS
Attractive pockets exist within the manufacturing theme, says Krishna Sanghavi of Mahindra Manulife AMC
Explaining the rationale for launching a manufacturing fund, Sanghavi said that the new political dynamics does not change things much at the macro level.
BUSINESS
Daily Voice: Good time for a staggered investment approach, says Sunil Subramaniam of Sundaram MF
Key factors include the upcoming budget, monsoon distribution, RBI policy, oil prices, and the US election. These can cause short-term volatility, so a staggered investment approach is advisable.
BUSINESS
India Investment Themes: What’s next?
From semiconductors to solar energy, here are seven themes that may be in focus going ahead.
BUSINESS
What next for momentum stocks after reduced majority for NDA coalition
The India Election Index, which tracks stocks whose fortunes are closely tied to the NDA coalition returning with a strong mandate, tumbled nearly 13 percent on June 4, compared to a 6 percent drop in the Nifty
BUSINESS
Expectations vs Exit polls: Brokerages' best case to play out as exit polls predict big victory for the BJP
Most brokerages over the last one month have been estimating a continuity of government with a 300 plus estimate for the ruling BJP.
BUSINESS
Shift towards largecaps may indicate slowdown in small & midcaps: Paras Matalia, Samco MF
According to Matalia, FMCG, defence, and manufacturing sectors have performed well, driven partly by government policies and investment. However, private capital expenditure remains a concern.
