Hdfc Asset Management

All sectors except IT ended in the green, with the BSE IT index going down 2 percent

Short Call | Conflicting signs in Bank Nifty, CLSA’s contra view, MCX, 63 Moons, AMC stocks, oil politics

The Street is divided on whether the flurry of share sales by promoters and large institutional investors indicates a market peak around the corner, or if it is a vote-of-confidence on the India story from incoming investors

Short Call | Can MCX rerate? Contrarian case for buying AMC stocks, SPAC insiders make a packet

A steep fall looks unlikely, but the rise hereon is likely to be a slow grind. There are enough positive signals though — cash market volumes are picking up, market breadth continues to be positive (more gainers than losers) in May and net purchases by foreign institutional investors

HDFC AMC Q1 – Rich valuation and falling market share to limit stock upside

Despite a pick-up in AUM and higher equity contribution, yields remained under pressure during the quarter

Primary market rout: 10 new listings down 2%-50% since 2017

As many as 20 companies listed on the exchanges with an issue size of more than Rs 1,000 crores. Out of 20 companies, as many as 12 companies have fallen between 2-75 percent since their listing while the rest 40 percent gave positive returns.

SEBI cap on MF fee income will have a widespread impact, and not just on AMCs

SEBI reducing MF charges will hurt wealth managers that largely rely on MF distribution revenue. AMCs are relatively better placed with multiple options to limit the adverse impact

Fund manager roundtable: Does mkt have further room to run?

The Morningstar Investment Conference held recently saw a few of India‘s top fund managers take the stage in an interaction to discuss their outlook on stocks, markets and investing.

Oil & gas space looks undervalued: Prashant Jain

According to Prashant Jain, ED & CIO of HDFC Asset Management, upstream and downstream oil companies are looking undervalued.

India gets time to tackle deficits on Fed move: HDFC AMC

If diesel prices are increased significantly then fiscal worries will abate to a large extent, says Prashant Jain, Ed & Cio, HDFC Asset Management.

HDFC MF's Prashant Jain on why retail investors always lose

Ace fund manager Prashant Jain of HDFC Asset Management feels retail investors are making a mistake by constantly redeeming from equity funds.

HDFC Asset Management picks bank, auto; sells oil & gas

HDFC Asset Management has enhanced its exposure in banking & financial services, automotive and information technology space, while slashed its exposure in oil & gas, engineering & capital goods and metals & mining.

Macro picture in India remains intact: HDFC AMC

Milind Barve, Managing Director, HDFC Asset Management said the Cancer Cure Fund was a capital protection oriented fund and the fund house would not be charging any asset management fee for the cancer cure fund.