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September 24, 2020 02:25 PM IST Financial products have seen considerable traction aided by prudent measures and deeper focus. This trend is expected to continue, says Angel Broking's Chairman & Managing Director Dinesh Thakkar.
September 24, 2020 12:02 PM IST Liquidity and negative interest rates globally will continue to drive investment in financial markets, says Devang Mehta of Centrum Wealth Management.
September 24, 2020 08:26 AM IST For the Indian markets to do well, the large caps have to do well, as they are the companies most geared to the improvement in the economy, dominate their industry or niche, usually have a key advantage or a moat.
September 23, 2020 03:03 PM IST Markets are taking a breather after a phenomenal recovery from the March lows and it's a time-wise correction so far as the benchmark has hardly retraced from its recent high.
September 23, 2020 08:21 AM IST We think that the Snowflake allocation is from either of his portfolio managers, Todd Combs and Ted Weschler, who each manages about $14 billion in assets. We think it is more likely Todd Combs.
September 22, 2020 02:54 PM IST Allocate 25-30 percent of funds in this quality mid & smallcaps25-30 percent of funds in this quality mid & smallcaps, Tapse said
September 22, 2020 01:55 PM IST As the economy gradually returns to the new normal, we will surely see improvement in economic data points.
September 22, 2020 10:33 AM IST Samudrala is confident about the future for the auto industry and pledges to continue investing in capacities and technologies
September 21, 2020 03:56 PM IST IPO market is on a mend for sure. We also believe that with the recent change in regulations for Multi-Cap Funds will accelerate the supply from small and midcap companies too.
September 21, 2020 01:30 PM IST I definitely believe that tech industry can be a long term story from here.
September 21, 2020 12:00 PM IST The small and midcap have started to outperform over the last 2 months as the earnings were better than expectations and crossover of the long term averages have led to sharp outperformance.
September 21, 2020 07:43 AM IST Inventors are advised to follow a stock-specific approach by skewing their portfolio towards strong momentum sectors like Pharma and IT while investors can wait for a correction.
September 20, 2020 08:58 AM IST If Nifty sustains above the 11500 level it is expected to test its level of 11800 by the expiry next week. The key level to be respected is 11300-11350.
September 19, 2020 11:33 AM IST While the US election overhang will have some short term volatility, we do not believe Indian equities fortunes are primarily linked to US elections outcome.
September 19, 2020 11:20 AM IST Traders need to be vigilant, especially with the support level. If the level of 11,440 is breached on a closing basis, then the index can slide to 11,200.
September 19, 2020 08:24 AM IST We chat with Auro Montanari on his new book, JP Morgan’s watch collection, and his fondness for Cartier.
September 18, 2020 08:18 AM IST While markets have reflated, pretty much in a straight line globally and in India, without any major corrections, it does open up prospects of elevated volatility in the times ahead.
September 17, 2020 08:19 AM IST Many economists are pointing towards a ‘K’ shaped recovery because of an increasing divergence amongst segments of the economy that are recovering and segments that are not.
September 16, 2020 08:21 AM IST We are predominantly value investors. But, lately, we are also paying a lot of importance on growth. A combination of value plus growth has been the reason for our stocks to do well.
September 15, 2020 12:01 PM IST Companies having promoter integrity, high sector tailwinds, sales and profit growth sustenance, margins improvement are must to have which is what our 5GCPM framework focuses upon.
September 15, 2020 08:41 AM IST Things should be back to normal by March. Either a vaccine would be there or people would have developed herd immunity by then, says CIO (equities) of Sundaram Mutual Fund
September 14, 2020 11:31 AM IST We expect markets to remain choppy throughout the week. Most of the price based evidence is pointing towards a broad range action within 11250-11750 with 11550 as its breakeven zone.
September 14, 2020 09:58 AM IST Once your process is right, your entire selection process is right. You will get a Virat Kohli, you will get a Sachin Tendulkar. Great winners will come out of your process or creation of the portfolio, says Sharma.
September 14, 2020 08:04 AM IST We do expect another stimulus to come through, and this one should be more from the fiscal perspective, although the timing and the quantum both remain unpredictable.
September 13, 2020 09:56 AM IST Pharma is one sector that has been consolidating for some weeks and it is likely to show strength as a defensive play when markets witness selling pressure, says Umesh Mehta of Samco Group.
