BUSINESS
Unfazed by plunging profits, cement giants forge ahead with expansions
The big three in the cement sector have ambitious expansion plans, portraying their confidence in domestic economic growth, in spite of cost pressures in the near term
BUSINESS
Interview | EV localisation will take off as supply chains warm up to India: PB Balaji, CFO, Tata Motors
The only stumbling blocks, says Balaji, are semiconductor availability for JLR, inflation, and the ability to manage cost challenges at Tata Motors
BUSINESS
Adani-Holcim deal: Implications for ACC-Ambuja investors and the cement sector
Optimism on the deal comes from the group’s intent to create an integrated conglomerate across infrastructure verticals and also because the cement sector is poised for an uptrend
BUSINESS
First-time investors should opt for balanced advantage schemes, says Kotak MF’s Harish Krishnan
Balanced advantage funds (BAFs) have been popular with investors so far this year, especially with those who came in when markets were on a high. Since BAFs switch between equities and debt, they offer comfort to investors.
BUSINESS
This vintage infrastructure fund looks to gain from the renewed focus on the sector
DSP TIGER’s fund manager Rohit Singhania is bullish on the economic recovery, aided by structural reforms. He is positive on new-age infrastructure segments such as data centre development
BUSINESS
Maruti Suzuki: On a slippery road to recovery
With competition mounting in the passenger vehicle market, Maruti’s retail market share has been shaky
BUSINESS
Why Roshan Chutkey of ICICI Prudential MF thinks a K-shaped economic recovery will benefit banks
The fund manager of the ICICI Prudential Banking and Financial Services scheme says small investors must take the SIP route while deploying money in cyclical themes
BUSINESS
Why Raunak Onkar of PPFAS Mutual Fund prefers US stocks
The Co-fund manager and research head says the approach helps find attractive valuations globally within a preferred theme or sector
BUSINESS
Why UTI Mutual Fund’s Amandeep Chopra feels that credit risk funds would be back
As stability returns to markets, the head of fixed income says credit risk funds would be back. For now though, he advises investors should allocate about 70-80 per cent of their debt portfolio to the ultra-short term and low duration funds.
BUSINESS
How IDFC Mutual Fund managed credits risks in debt schemes by putting safety first
Senior Vice-president Arvind Subramanian says that G-Secs provide adequate safety and liquidity to the portfolio
BUSINESS
India's largest small cap fund's manager believes there is more juice left in small-cap stocks
His scheme's size is close to Rs 15,000 crore. And over the past year, it has given over 100% return. Yet, he believes that a 15 per cent allocation to small-caps within equities is ideal
BUSINESS
Why SBI Mutual’s Dinesh Balachandran is betting big on PSUs, energy and real estate
SBI Contra Fund invests in sectors and stocks that are out of favour currently, but could rally smartly in the future. The fund delivered a robust 94 percent over the last one year.
BUSINESS
Will Healthcare mutual funds survive beyond Covid-19? Chirag Dagli of DSP Mutual Fund says yes
About 8-10 percent exposure to a healthcare scheme, within your overall equity funds portfolio, is enough says Chirag Dagli, who manages the DSP Healthcare Fund
BUSINESS
Atleast 60% in mid and small caps and rest in large-caps can be an optimal allocation now: Taher Badshah
The CIO-Equities of Invesco Mutual Fund says that there's a risk of corporate earnings falling if second wave continues. Focus on value has paid off.
BUSINESS
Inflation a key risk, but RBI actions to keep g-sec yields under check: Principal AMC
Bekxy Kuriakose, Head of Fixed Income, says that invesors are better off with short-term debt funds as risks are lower
BUSINESS
Investing in the domestic cyclical theme worked for our tax fund: IDFC MF
IDFC Tax Advantage Fund has been one of the best performing schemes in its category. Fund manager Daylynn Pinto shares his investment strategies
BUSINESS
COVID correction an opportunity to hike exposure to specific sectors from a 3-year perspective: ICICI Prudential AMC
Senior Fund Manager, Prakash Gaurav Goel, gives his take on the mid-cap space and the path for revival in corporate earnings
BUSINESS
Equity fund outflows reducing, investors slowly coming back: Franklin Templeton India
Anand Radhakrishnan, MD and CIO-Equity, elaborates on the effect the debt fund debacle had on the AMC’s equity flows, the corrective actions taken to address underperformance of schemes and more
BUSINESS
Market volatility due to COVID second wave, an investment opportunity: Neelesh Surana
The CIO of Mirae Asset Investment Managers India says that the pandemic may affect corporate earnings, but offer opportunities to investors for adjusting their asset allocation
BUSINESS
ESG is a nascent concept in India, but it has already begun impacting stock prices and valuations, says Harsha Upadhyaya, President & CIO-Equity, Kotak Mahindra Asset Management Company
ESG investing is taking off slowly and steadily in India, but we’re still a long way to go before all existing schemes invest in only ESG compliant companies. But fund houses, like Kotak AMC, have begun investing in ESG-focussed research
BUSINESS
Strong earnings growth outlook will drive markets, with brief adjustments: Mahesh Patil
The CIO-Equity of Aditya Birla Sun Life AMC expects inflation and interest rates to to remain under control
BUSINESS
Will turn cautious if US bond yields cross 2.5%: PGIM India Mutual Fund
Higher yields in the US will dampen foreign flows into Indian bonds, says Senior Fund Manager, Aniruddha Naha
BUSINESS
We must gear up for an interest rate hike this year: Axis Mutual Fund
R Sivakumar, Head-Fixed Income Assets, outlines the challenges for debt funds due to the current rise in yields and dispels fears of credit rating downgrades on bonds
BUSINESS
Women money managers: Sridevi Ganesh on being gender-agnostic when it comes to financial planning
In the early 2000s, clients weren't willing to pay for financial advice. But Ganesh was sure that she would only be a fee-based advisor
