BUSINESS
Super Fund Manager 2024: This fund manager hit pay dirt with Zomato and Trent in 2024. What is he betting on in 2025?
'We’re focusing on high-quality, reasonably priced sectors like IT and pharma. These offer solid cash flows, attractive valuations, and stability amidst geopolitical uncertainty,' says Bandhan AMC's Fund Manager and Head of Equity, Manish Gunwani
BUSINESS
No FPI Selling Triggered by SEBI Disclosure Norms After September Deadline
FPIs were net buyers till September 9, 2024, which was the crucial deadline; after that date, FPIs were largely compliant, said sources
INDIA
No evidence of FII buying yet. Foreign investors net sold Rs 8,000 cr, not bought Rs 10,000 crore worth shares on Nov 25
The Rs 10,000-crore buying spree on November 25 coincided with MSCI’s key index rebalancing, which added stocks like Voltas, Oberoi Realty, BSE, Kalyan Jewellers, and Alkem Labs to its Global Standard Index while including others in its small-cap index.
BUSINESS
Govt capex to rise from Rs 69,000 cr per month to Rs 1.16 lakh cr to meet Rs 11.1 lakh cr target: Kotak's Nilesh Shah
Many foreign investors had been aggressively selling over the past two years and were underweight on India, Shah said. If they believe that the government will push through with reforms, they would not like to remain underweight by a margin, he said.
BUSINESS
Q&A | Short covering and capex recovery set to drive markets higher: Vikas Khemani
Khemani said that pharma, IT, private sector banks, and PSU banks are doing fine and doesn't see any major structural weakness in earnings.
BUSINESS
It’s a counter-rally, not a trend reversal: Rohit Srivastava
The sharp rally today could cause some stocks to hit new highs but the momentum is likely to fade, says veteran technical analyst
BUSINESS
Saurabh Mukherjea’s Dharamsankat when FII clients ask when to put money in India
Mukherjea said that the earnings slowdown could continue for the next few quarters, indicating this is a cyclical downturn. He added that India has seen strong earnings growth for the last three years and hence some bit of slowdown is expected.
BUSINESS
From high to hangover: Why the ‘Trump’ trade is not a win-win for anyone, including Indian investors
Here are the inherent contradictions in the obvious Trump choices
BUSINESS
In FY25, we will need FII flows to support the market: Saurabh Mukherjea
The founder of the portfolio management service weighs in on the good and the ugly that the Indian market has seen and has emerged stronger from. He also has a word of caution about the bad that could be around the corner later this year.
BUSINESS
Current valuations 10-25% above 15 year average but they are justifiable: Prashant Jain of 3P
In a wide-ranging interview, the founder and CIO of the investment advisory firm gives the broad contours of a sound investment strategy and highlights likely risky bets while reposing faith in India's economic story.
BUSINESS
We approach investing like farming, harvesting different crops in different seasons and not all at one go: Enam’s Manish Chokhani
Long-term earnings for small and mid-caps could average 13–15% annually, potentially doubling every five years. While short-term corrections in valuations are expected, a widespread earnings contraction seems unlikely, says Chokhani.
MARKETS
Mukul Agrawal on Ratan Tata: My most admired leader, not because of shareholder returns
Agrawal said the biggest lesson investors and entrepreneurs can take from Rata Tata is service to society.
BUSINESS
Hyundai Exclusive | Valuation left to bankers; we’ve consistently delivered value, will look at dividend policy after 2025; Creta EV could be a game-changer: Management
As one of the biggest IPOs in Indian capital markets history opens, Moneycontrol spoke to the top management of the company in question, including Managing Director Unsoo Kim, COO Tarun Garg, and CFO Wangdo Hur, to understand their growth strategy and other issues concerning investors.
BUSINESS
Samir Arora on market fall: China re-balance only tactical short-term move, can’t predict geo-political risk, be ‘reactive’ to global cues
Founder and CEO of Helios Capital Samir Arora spoke to Moneycontrol on the concerns that are causing markets to fall
BUSINESS
MC Exclusive: Prashant Khemka on Geopolitical Risk, China Stimulus, and His Investment Strategy
Founder of White Oak Asset Management, Prashant Khemka, talks about how to navigate the current market volatility.
BUSINESS
Sebi to announce F&O measures "very soon" through a draft circular
A draft circular regarding stricter regulations on derivatives trading is expected to be issued soon, and as per sources these proposed regulations do not need the approval of the SEBI's board.
BUSINESS
Crucial Sebi board meeting on Sept 30, first since controversy over Chairperson
Allegations against Buch may be discussed, but a formal agenda is yet to be finalized
BUSINESS
Warren Buffett’s 94th Birthday Gift: Seven timeless tenets of investing
With a 68-year track record of investing, Warren Buffett has evolved investing principles that are like immutable laws.
BUSINESS
Sebi's FPI Disclosure Rules: Large FPIs fully compliant, investors with concentrated holdings on shopping spree, say sources
In August 2023, Sebi mandated additional disclosures for certain FPIs; as the deadline of September 9 nears, FPIs hurry to be in compliance by buying additional securities, according to sources
BUSINESS
Insights: What mutual funds, FIIs are betting on, and avoiding in this market
Moneycontrol analyses FII, DMF underweight-overweight positions for June 2024
BUSINESS
Don't see big crash despite selective exuberance, take some profits in small caps: Devina Mehra
Mehra feels there are no significant risks to India from the global risks like the Yen carry trade, a possible US recession. Yet, the abundance of domestic liquidity can be no cover for faltering fundamentals
BUSINESS
Markets make a quick comeback. What’s different this time?
Unlike 2021 and 2022, markets are staring at tepid growth, high valuations.
BUSINESS
Sunil Singhania on the current sell-off, top risks, where to fish, what to avoid
Founder of Abakkus Asset Managers and a veteran investor especially in mid- and small-caps talks about his investment strategy.
BUSINESS
Time to neither be greedy nor fearful
After today’s fall, what should investors do – buy the dip, sell it all or simply sit on the sidelines
