3 midcap baskets where earnings may grow over 20% in next 3 years: Gautam Duggad
Gautam Duggad, from Motilal Oswal Financial Services, emphasizes stock-specific approach with an eye on earnings growth and a consumer stocks mix. He remains Positive on consumer discretionary, hotels and real estate sectors and cautious on IT stocks.. Duggad further says their preference within the overall underweight stance is still with largecaps . Key Points
Economic TimesTaking, understanding, managing and risks becoming reality are 4 different things: Check 5 things before m
On a day when 99 of the 100 stocks in the small cap index are trading with big cuts. All sectoral indices are trading with big cuts, market breadth is extremely poor, there are many reasons which are and will be put on the table to explain why the fall has taken place. There is a high probability one of the explanations which would be put on the table today is the stress test of small and midcap schemes and how flows to them could be impacted. But should the result matter to you ? No if you are not holding any small fund scheme. Instead of bothering about what will come out over the weekend, just focus on two things, especially those who have turned bulls in the last few months. First nifty or for that matter any indices has nothing to do with your portfolio, so stop comparing it. Second, do a review of your portfolio and ask yourself one simple question: why did I buy this particular stock? Was it friendly neighborhood advice or was it because there was something positive happening in the company or the industry in which this stock belongs ? The answer to this question is the key whether one should stay invested or sell the stock. Key Points
Economic TimesAMFI issues circular on ‘stress test’ of mutual fund schemes; all you need to know
AMCs must disclose stress test results for small and mid-cap schemes monthly, starting February 2024, as per AMFI and SEBI directive. This move is to improve transparency and offer investors better understanding of risk profiles. Key Points
mintTaking, understanding and managing risks are three different things: 5 smallcap stocks from different sect
It is day like today when all the indices are trading in red and the leading the fall are mid and small-cap indices, and market breadth is extremely that a large number of investor look at their phones to check how is their portfolio doing, In all probability a large majority finds the decline in their portfolio is more than what Nifty has suffered and that where the doubt and question come to mind. Now two things, especially for those who have turned bulls in the last few months. First nifty or for that matter any indices have nothing to do with your portfolio, so stop comparing them. Second, do a review of your portfolio and ask yourself one simple question: why did I buy this particular stock? Was it friendly neighborhood advice or was it because there was something positive happening in the company or the industry in which this stock belongs? The answer to this question is the key to whether one should stay invested or sell the stock. Key Points
Economic TimesCheck vitals before admitting them in your portfolio: 5 smallcap stocks from different sectors
In the last three days, including this morning when markets opened for trading, all those investors who have overloaded small caps in their portfolio have probably gone through three different emotions. Monday , my portfolio has gone dramatically, should I sell. Tuesday, my portfolio value has recovered, it was just a correction, should I buy more. This morning, once again why the value of my portfolio is down, should I sell. For all those who have gone through these emotions. Let the market be volatile, don't make volatile decisions. Corrections are part of any market and especially when valuations are high, the frequency and magnitude of correction will be higher. For all those who are looking to deploy more money and are focussed on small caps, it would be better to put more checks and balances, both qualitative and quantitative and be selective in buying stocks. More importantly, even after putting in all the efforts of checks and balances, be ready to see a short term drawn down in the value of your portfolio, because if there is a deep correction in the markets, small caps, stocks tend to shed more weight. Key Points
Economic Times
Saurabh Mukherjea picks 4 new smallcap stocks in Little Champs portfolio
Top PMS fund manager Saurabh Mukherjea, whose firm Marcellus handles HNI money worth around Rs 10,000 crore, has picked 4 new smallcap stocks in his Little Champs portfolio. In his bank-focused Kings of Capital portfolio, Home First Finance has been replaced with MAS Financial Services while SKF India is the new stock pick in midcap-heavy Rising Giants portfolio. Mukherjea told investors in a note that positive developments in interest rate cuts by the Fed can improve consumer sentiments and benefit stocks with global market exposure. Key Points
Economic TimesRemember this before you buy that high-flying penny stock
Apart from this, leap years too have seen a lot of volatility. Statistics show that Indian markets face drawdowns of about 25% every 3.5 to 4 years. 2024 is a leap year and this pattern too adds up to the overall market volatility. Key Points
Economic TimesETMarkets PMS Talk: This 600-cr fund manager focuses on price value gaps to identify stocks for portfolio
We are bottom-up stock selectors. We look for market inefficiencies to identify opportunities, and we believe in market efficiency for these opportunities to turn profitable. We like to identify ‘change in business fundamentals which can lead to ‘change in growth or ‘change in valuation – or both. We are long-term investors with a minimum of 3–5-year horizon. Key Points
Economic TimesDeven Choksey on 3 stocks that are going to see blockbuster listing in days to come
“The market definitely wants the larger number of sectors to play. Engineering R&D is one sector where you have likes of Tata Elxsi; you have likes of Cyient Technology, KPIT, LTI MindTree. Some of these companies which are having their niche position in that and that also adds into the Tata Technology kind of companies.” Key Points
Economic TimesHow to put in place a simple SWP system to work over a long time?
“The way to start off will be with a rough thumb rule that you should have at least 25 times your annual money requirement as your portfolio size to build a good monthly income. So, if you want Rs 1 lakh every month, then for a year you will need Rs 12 lakh; 25 times of that would be close to Rs 3 crore.” Key Points
Economic Times
4 reasons ETF is a much better and simpler choice than stocks
We have the choice to hold a mishmash of stocks acquired with inadequate information, or a portfolio made up of the largest, liquid, profitable, actively traded, widely held stocks. It beats me why the sensible choice of holding an index doesnt appeal, compared to a poorly collated portfolio. Key Points
Economic TimesIs it possible to save Rs 5 crore in 10 years?
The portfolio Doctor assesses the health of the fund portfolio, examines the schemes and their suitability with regard to the goals and, if required, recommends corrective measures. The advice given is based on the performance of the funds, the risk profile of the investor as well as his financial goals. Key Points
Economic TimesInvestment Planning: You portfolio will do well if you weed out underperformers; is it time to review and
Portfolio review and rebalance is something we routinely talk about, but for most investors it is not an easy concept to grasp and implement. A portfolio does well if it holds funds that are doing well over a long period of time, but there is danger of over-simplification in this statement. Key Points
Economic TimesIncrease SIPs to Rs 10,000/month in Parag Parikh Flexi Cap fund, hike it by 10% every year to meet financi
The portfolio Doctor assesses the health of the fund portfolio, examines the schemes and their suitability with regard to the goals and, if required, recommends corrective measures. The advice given is based on the performance of the funds, the risk profile of the investor as well as his financial goals. Key Points
Economic TimesTurning attention to largecaps; 3 stocks on radar: Sanjiv Bhasin
My top pick is Larsen & Toubro. There is a new tie up with Hindustan Aeronautics. Defence now taken centrestage after Chandrayaan 3. And Larsen & Toubro fits the bill perfectly. It is a must-have in a portfolio. Use this correction to buy. Two, I have been very bullish on Apollo Hospital and that could be a very good play for a target of 6,000. Third, I am very bullish on LTIM. In IT, there will be a re-rating and it will be led by LTIM. Key Points
Economic Times
CLSA tweaks Nifty-beating India portfolio to exit Eicher Motors
CLSA, a global brokerage firm, has removed Eicher Motors from its India Focus portfolio due to 7.6 ppt underperformance. The portfolio has outperformed the Nifty in all 10 quarters since its inception, beating it by a total of 77.7ppts. Banks and energy have the highest importance in the portfolio, each with a weightage of 25%, while the remaining 50% is divided equally among IT, NBFC, materials, utilities, healthcare, and industrials. Key Points
Economic TimesTop 10 Benefits of Investing in International Funds
International funds, also referred to as international mutual funds, are essentially mutual funds that make investments in businesses that are based outside of the investor's home country. They go by the name of foreign funds as well. Key Points
Times of IndiaMarket@record highs! How portfolio rebalancing optimises returns & manages risk
Portfolio rebalancing is important in maintaining a balance between risk and return for investors. It involves readjusting asset allocations periodically to restore the desired asset mix, thereby mitigating risk. Fluctuations in market conditions can cause deviations from the set percentage, necessitating rebalancing to realign the portfolio with its original allocation. The rebalancing process promotes diversification, minimizes dependency on individual assets, and adapts to changing market conditions by capitalizing on high-growth sectors and industries. Regularly readjusting asset allocations help maintain asset allocation and align with the investor's long-term objectives, ensuring that investors can achieve their financial goals with greater confidence and stability in their investment journey. Key Points
Economic TimesJefferies’ Chris Wood increases bet on Zomato, reduces investment on ONGC
Christopher Wood will increase investment in Zomato by one percentage point. This will be done by cutting investments in Oil and Natural Gas Corporation. Wood had previously added Zomato to his India long-only portfolio a month ago with a 4% weight. He has also made adjustments to his portfolio removing HDFC Life Insurance and increasing the allocation to Nvidia, Alibaba, and TSMC in his global long-only equity portfolio Key Points
Economic TimesTime for 50:50 Indo-American portfolio? Saurabh Mukherjea gives 3 reasons to buy US stocks
Dalal Street's top stock picker, Saurabh Mukherjea, is advocating a 50:50 Indo-American portfolio that can generate significant risk-adjusted returns compared to a standalone portfolio built around either country's stock market. Mukherjea said that diversification, currency effects and asset-liability matching are the three reasons why investors should have an Indo-American portfolio. Over the past 20 years, a 50:50 Indo-American portfolio would have had a better risk-adjusted return than a standalone portfolio from either country. Key Points
Economic Times
Jefferies’ Chris Wood adds Axis Bank, midcap stock to India portfolio
Jefferies analyst Christopher Wood has added Axis Bank to his India Long-only portfolio, and reduced the investments in HDFC Bank Limited and Reliance Industries Limited by 1 percentage point in the May edition of 'Greed & Fear' report. Wood's India Long-only portfolio comprises 18 stocks from financials, energy, real estate, infrastructure, transport, logistics and power equipment sectors. The stocks in his India Long-only portfolio include ICICI Bank, Bajaj Finance, Key Points
Economic TimesIPL-flavoured portfolio: Smallcase manager Arvind Kothari’s team of XI
Portfolio manager Arvind Kothari has likened building an investment portfolio to forming a cricket team. He said that like cricket, a successful investment strategy requires a top order, middle order, tail-enders and strong bowlers. Kothari argued that, for a commercial strategy, fearlessness like that of cricket's opening batsmen is needed for firms, such as Shivalik Bimetal, Waaree Energies and Ganesha Ecosphere, that are in a transition phase. Meanwhile, companies that are well-established and leaders in their sectors -- such as Elecon Engineering, Usha Martin and Borosil -- make up the portfolio's middle order and reliable tail-enders such as JK Paper are also included. Key Points
Economic TimesIncrease investments or downsize money goals? Here's how you can decide
The portfolio Doctor assesses the health of the fund portfolio, examines the schemes and their suitability with regard to the goals and, if required, recommends corrective measures. The advice given is based on the performance of the funds, the risk profile of the investor as well as his financial goals. Key Points
Economic TimesETMarkets PMS Talk: Manoj Bahety explains how he wants to capture “trillion dollar India opportunity” thro
Carnelian Capital Compounder Fund aims to invest in a concentrated portfolio of 25 long-only stocks within its QARP framework, focusing on capturing the trillion-dollar Indian market opportunity. In response to macro headwinds and geopolitical issues, all flagship schemes have reportedly delivered decent outperformance versus its benchmarks. The portfolio is reportedly evaluated within two broad baskets--Magic (50%-60%) and Compounder (30%-40%)--to identify companies with visible change and a blend of sustainable earnings growth. Key Points
Economic TimesRetirement planning: Why you shouldn't avoid equities for retirement savings
The portfolio Doctor assesses the health of the fund portfolio, examines the schemes and their suitability with regard to the goals and, if required, recommends corrective measures. The advice given is based on the performance of the funds, the risk profile of the investor as well as his financial goals. Key Points
Economic Times
CPPIB, OMERS on road to Rs 4,300 crore infusion in IndInfravit
Canada Pension Plan Investment Board (CPPIB) and Ontario Municipal Employees Retirement System (OMERS) are planning to invest over ₹4,300 crore ($526 million) in IndInfravit, an Indian infrastructure investment trust (InvIT) majority owned by them. This funding is linked to IndInfravit's acquisition of a portfolio of five Indian road assets from Brookfield valued at $1.2 billion. The Brookfield portfolio consists of three toll road projects and two annuity projects, spanning around 2,400 lane km across several Indian states. The deal is expected to close soon, and the funds will be used to finance the acquisition, repay part of the debts, and for capital expenses. Key Points
Economic TimesHow investors can track the impact of currency on their portfolio? Tarun Birani explains
Any rise in crude prices affects 80% of the landed cost. Landed cost of crude becomes higher. And just to give you a figure, 80% of the oil is imported in India. A lot of industries like paint, chemical are impacted due to crude prices. And you can see hit on their margins. And definitely, all these companies are part of your portfolio, so it negatively impacts. Key Points
Economic TimesMFI loan collections improve in October-December qtr
Portfolio at risk for 30 days past due bucket improved to 3.8% as on December 31 from 9.2% a year ago. Key Points
FinancialexpressMFI loans rise 25.2% in Oct-Dec
Currently, there are 83 microfinance institutions with a loan amount outstanding of Rs 1.2 trillion, accounting for 38.5% of the total industry portfolio. Key Points
FinancialexpressWhen will LIC snap out of Adani induced decline? Deepak Shenoy answers
“There is a lot of fear and, I do not think the LIC management is helping by not giving a lot of clear indications about all of this. So, I think in the longer term it will recover. There is a big portion of another part of the profit pool which should come into play in the January to March quarter.” Key Points
Economic Times
ETMarkets PMS Talk: This Rs 400 cr fund manager decodes methodology of 10x return in 10 years
We have crafted a strategy to pick stocks. The system has proven over time that it will pick best performing stocks and sectors in the portfolio, with our formula of PPP i.e. Price, Profits and People. Key Points
Economic TimesHow Manish Sonthalia wants to create next big winners between now and 2030
“We will broadly be between 18,500 and 20,200, the previous highs that we crossed. Markets are really not going anywhere in a hurry. It is going to be a pick and choose market for all that you know. But it is a very good time to create a portfolio for the medium term, post the central elections in 2024. ” Key Points
Economic TimesTCNS acquisition completes apparel portfolio for Aditya Birla Fashion: Ashish Dikshit
Aditya Birla Fashion and Retail has acquired ethnic wear retailer TCNS Clothing in a cash and share swap deal for a total cash consideration of ₹1,650 crore. TCNS will be merged into ABFRL in a share swap deal, with shareholders of TCNS receiving 11 shares of ABFRL for every six shares held. The acquisition gives ABFRL entry into the women’s premium ethnic wear segment and supplements its own ethnic women’s wear collection, providing access to premium brands such as W, Aurelia, Wishful and Eleven. TCNS reported a revenue of ₹896 crore for the year ending March 31, 2022. Key Points
The HinduHike SIPs by 10% every year to save Rs 1 crore; know more details
The portfolio Doctor assesses the health of the fund portfolio, examines the schemes and their suitability with regard to the goals and, if required, recommends corrective measures. The advice given is based on the performance of the funds, the risk profile of the investor as well as his financial goals. Key Points
Economic TimesSanjeev Bhasin on 4 stocks to consider in the capex theme and include in portfolio
Sanjiv Bhasin, Director at IIFL Securities, recommends having L&T and Thermax in a portfolio. He also suggests considering Bharat Forge as a quasi-play on ABB. Bhasin believes that the capital goods sector, particularly capex, is a lucrative space. He mentions that L&T's announcement of a buyback at a high stock price reflects management confidence. Bhasin also expresses optimism about Diageo (United Spirits) and Radico Khaitan in the liquor industry. Key Points
Economic Times
Silicon Valley Bank collapse: How a bad bond portfolio sale doomed the tech-focused lender
A bond portfolio sale proved fatal for the US tech and startup-focused lender, potentially triggering a chain of events that led to its collapse. Here is all you need to know. Key Points
India TodayETMarkets PMS Talk: How investing in sector leaders early help this fund manager earn multibagger returns
Elections do bring volatility. If one were to look at data for the last 30 years, despite the short-term volatility around pre and post election results, markets have given positive returns in almost all the terms of different political parties across this period. Given that we have had a good run up in the recent past, our guess is that we may see higher volatility as the election season comes closer. Key Points
Economic TimesHave you invested a lot of money into stocks? 4 tips to manage stock market volatility
Spurred by the stock market rally in the past two years, many investors have poured money into equities without adequately considering the risks involved. Many of them are new investors who have not been through a bear phase and do not have the temperament to withstand losses. They are investing after being bitten by the FOMO bug or swayed by finfluencers on social media. If you have taken too much risks, here is why you need to remain cautious. Key Points
Economic TimesWe encourage investors to come via SIPs with 3-5-year horizon: A Balasubramanian
ABSL AMC's A Balasubramanian emphasizes stress tests, portfolio liquidity, and SIP investments for small and midcap funds. Market liquidity, retail investors, and informed decisions play crucial roles in managing risks effectively. A Bala further says: . The current discussion, which has been there for quite some time in consultation with AMFI committee as well as Sebi, is more of a deep dive given that this segment of the market has been getting more money in the last few years. Key Points
Economic TimesETMarkets Smart Talk: Retail investors chasing crorepati dream? SIP flows may cross Rs 20K cr per month in
In the mutual fund portfolio, the best-performing fund of the year 2023 may not be the best-performing fund in 2024. Therefore, it is important to not chase the best-performing fund and invest based on the individual funds portfolio positioning and the fund managers experience of managing volatility as the year 2024 may be volatile. Key Points
Economic Times
Largecaps should be core of your equity portfolio. 6 investment tips you should heed
Investments in equities or mutual funds should be made with a long-term horizon to avoid risks from timing the market, according to Bhuvanaa Shreeram, Co-Founder & Head of Financial Planning at House of Alpha. Investors should focus on balancing large-cap with small- and mid-cap funds, with 50% of the money going to the former and the remaining divided between the latter, she advised. Key Points
Economic TimesHB portfolio Q3 FY24 Results Live: Profit Rises by 21.8% YoY
HB portfolio Q3 FY24 Results Live: Revenue Decreased by 44.08% YoY & Profit Increased by 21.8% YoY Key Points
mintWill they get back the lost shine? 5 MNC pharma stocks with upside potential of up to 21%
There was a time when having MNC stock was a must have in one's portfolio. They reason, they were very liberal at giving bonuses, dividend payments were good and given the fact some of them actually owned the best of the brands, they had seen a secular growth, which meant they were also able to deliver decent returns to shareholders. After the IT bull of 2000, as a new set of Indian companies took the centerstage, a number of MNCs stocks lost their shine at least on the street. Will they ever again get the tag of “ a must have” in one's portfolio ?. We take a look at 5 MNC pharma companies. Key Points
Economic TimesHow should your portfolio be positioned in a risk-off environment? Rahul Singh answers
Rahul Singh of Tata Mutual Fund, emphasizes the importance of asset allocation and balanced portfolios in managing risks in the current market scenario. While global factors such as rising yields and the strengthening dollar index are impacting valuations, India's strong fundamentals and growth potential are expected to limit sharp corrections. Singh advises investors to focus on the right asset allocation and maintain a balanced portfolio. Key Points
Economic TimesTax saving as well as better returns? Harsha Upadhyaya has the answer
Kotak Tax Saver Fund's CIO – Equities, Harsha Upadhyaya emphasized the benefits of investing in Equity-Linked Saving Scheme (ELSS). Apart from tax savings, ELSS allows investors to invest in India's growth and achieve better returns than other tax-saving instruments. Upadhyaya stressed his focus on a long-term view with a diverse portfolio allocation while considering top-down and bottom-up approaches for selecting sectors and stocks. He affirmed fund managers' active investment decision-making strategies, making it similar to other equity funds. He suggested investors participate in equity savings schemes regularly throughout the year for better returns. Key Points
Economic Times
Trideep Bhattacharya on 5 sectors to focus on in mid & smallcaps, says IT a dark horse
“Valuations of largecaps are about 10% to 15% lower than their 10-year average. On the other hand, if I look at mid and smallcaps, the valuations are at 10% to 15% premium to 10-year average. So, the valuation picture is clearly in favour of largecaps and if FIIs turn out to be buyers, then that is one space which would do relatively better.” Key Points
Economic TimesBlackstone-backed Nexus Select Trust to focus on eastern India for fresh acquisitions
Nexus Select Trust, India's first retail assets-led real estate investment trust (REIT), will focus on eastern India for its new acquisitions, with the aim of adding new properties totalling around 1.5 million sq ft to its portfolio each year for the next three to five years. Further, it intends to invest 2% of revenue annually to refurbish its malls. The IPO is set to take place between 9 May and 11 May and is expected to raise Rs 3,200 crore ($469m). Key Points
Economic TimesPeople investing in small cap funds, don’t need separate exposure in microcaps: Arnav Pandya
“Unlike the large and midcaps, a particular sector growth is not going to drive a large number of microcaps because a lot of them are completely different from each other. The second thing is the liquidity issue. Even when you are including companies, they will have to take a very small exposure, which by its very nature, automatically raises the number of holdings in the portfolio.” Key Points
Economic TimesAllied Blenders and Distillers shares list at 14% premium over issue price
Allied Blenders, post IPO debut, saw a 14% premium. The company holds 8% IMFL market share in India. Revenue grew by 9% and profit after tax by 50%. Facing financial volatility, it expanded the product portfolio with a strong brand presence. Key Points
Economic Times60% of stocks in Vanguard's India portfolio lag in 2024
Vanguard's India stock portfolio struggled in 2024, with major laggards like Zee Entertainment. Despite setbacks, top performers like Indiabulls Real Estate and Tata Motors DVR show promising growth potential in Vanguard's diverse holdings. Key Points
Economic Times
Expect volatility in next 2 quarters be nimble and & capture possible upsides: Dinshaw Irani
Dinshaw Irani of Helios Mutual Fund advises a balanced portfolio approach with lower beta to navigate market volatility. He remains cautious due to weak corporate demand, inventory buildup, and challenges in the IT sector despite industry optimism. He says March quarter numbers will be the first ones where after six consecutive quarters of growth, one may see some kind of cuts getting built into the earnings per se. Key Points
Economic TimesWhere to do bottom fishing in this volatile market? Gurmeet Chadha answers
Gurmeet Chadha discusses investment opportunities in railway, defence, auto ancillary stocks, chemicals, and metal sectors. He also shares insights on market triggers, liquidity flow, sector-specific considerations, and strategic portfolio adjustments in response to market conditions. One can do some bit of bottom fishing in railway , defence and some of the auto ancillary stocks. Key Points
Economic TimesWhy the importance of a multi-asset portfolio cannot be overstated? MintGenie explains
Investing in a multi-asset portfolio in the Indian financial landscape offers diversification and resilience. Strategic allocation across equities, bonds, real estate, and alternative investments empowers investors to navigate market complexities. Key Points
mintLooking for bottom-up ideas in these 4 sectors: Manish Jain
Manish Jain of Centrum PMS, discusses the investment framework focused on quality, risk, and reward for sustained long-term wealth creation. The strategy is bottom-up driven, emphasizing risk versus reward and valuations versus growth. The portfolio is diversified across sectors such as auto, chemicals, NBFCs, and affordable housing. Micro-cap names and a listed vineyard company are part of the portfolio, capitalizing on the lifestyle play. The focus is on leveraging the India growth story. Key Points
Economic TimesFinancial resolution for 2024? Just stay invested: Kalpen Parekh
Kalpen Parekh says: “Election is not a matter of worry. If something is a matter of worry, it is global geopolitical issues and how global flows move because we are more expensive than some of the other EMs. If flows turn, it could be a matter of worry and that can lead to intermittent volatility of 10 to 20% which happens every 18 months or two years election or no election.” Key Points
Economic Times
Treasury Secretary Janet Yellen defends US debt policy
“Well, I disagree with that assessment,” Yellen said when asked to respond to the accusation during an interview on CNN Thursday night. She said the agency has been lengthening the average maturity of its bond portfolio and “in fact, at present, the duration of the portfolio is about the longest it has been in decades.” Key Points
Economic TimesHow to save Rs 15 lakh for home loan down payment in three years
The portfolio Doctor assesses the health of the fund portfolio, examines the schemes and their suitability with regard to the goals and, if required, recommends corrective measures. The advice given is based on the performance of the funds, the risk profile of the investor as well as his financial goals. Key Points
Economic TimesAdani to invest USD 14 bn in FY25
Adani group plans to invest more than Rs 1.2 lakh crore (about USD 14 billion) across its portfolio companies that range from ports to energy, airports, commodities, cement and media in fiscal year starting April 1, as it doubles down on its USD 100 billion investment guidance over the next 7-10 years to grow businesses, sources said. The projected capital expenditure or capex for 2024-25 (April 2024 to March 2025) fiscal is 40 per cent higher than what the portfolio is estimated to have incurred in FY24. Key Points
Economic TimesNifty@22K: How should investors safeguard portfolios in 2024
As the financial markets venture into 2024, investors face market opportunities and heightened volatility. Nishit Master advises investing in good-quality companies with consistent positive cash flows to shield against anticipated turbulence. Mohit Ralhan recommends a comprehensive portfolio review, rebalancing allocations to align with risk tolerance. He cautions against poor-quality companies and suggests implementing stop-loss mechanisms to protect profits. Alok Agarwal advises against timing the market, emphasizing disciplined rebalancing and asset allocation. Varun Saboo recommends strategic allocation with a focus on large caps for stability and growth potential. Key Points
Economic TimesWhat should you do to consolidate your mutual fund portfolio this Diwali? MintGenie explains
Simplifying your investments involves aligning them with your financial goals. The process of streamlining your investment portfolio can be time-consuming, as it requires several steps to initially declutter and subsequently consolidate your mutual fund holdings. Key Points
mint
If you have a one-year horizon, then you are better off doing bank fixed deposits now: Lakshmi Iyer
“The key driver I think for the markets in India is going to be if RBI opens market bond sales. I think that is something which they spoke about in the monetary policy. If they announce sometime next month or this month, it could be a small little party pooper but beside that macro, we are pretty stable.” Key Points
Economic TimesHow PPFAS’s Raunak Onkar makes his investments
Raunak Onkar, co-fund manager and head of research at PPFAS Mutual Fund, reveals that 90% of his financial assets are in equities, with 75% in private unlisted shares of PPFAS. He also holds debt instruments and has a small allocation to liquid funds managed by other companies. Onkar believes in holding onto illiquid assets and has a year-and-a-half worth of expenses set aside as an emergency corpus. His salary savings have increased to over 50%, and he plans to allocate 30% to international stocks once regulations allow. Onkar's retirement plans are based on his specific needs and current savings. Key Points
mintQ4 Earnings Scorecard: What's the Street view and which stocks to buy now
The earnings of 26 Nifty companies that declared March quarter results have increased by 10% YoY, driven by financials, according to Motilal Oswal Securities. Earnings momentum continued in the banking pack, with most lenders reporting growing margins, while consumer earnings growth remained flat YoY. Companies in both consumer and IT have reported weak earnings and a bleak outlook for growth this year due to muted consumption growth and expected global macroeconomic slowdown. Kotak Institutional Equities predicts moderate earnings growth over FY24-25 with few upgrades across sectors and has added Adani Ports and SEZ to its largecap portfolio. Key Points
Economic TimesRisks are of different kinds: The ‘market risk’ and ‘unnecessary self-created anxiety risks’; avoid the la
In a fortnight where smallcaps were the worst performers and large investors are counting on how much losses their smallcap portfolio have incurred. There are still some die-hard small fans who would be looking to invest in small caps and there is nothing wrong in investing in small caps even in mayhem if one is sure of holding it for the next three to five years. The only thing that needs to be ensured is that one should understand that there is a difference between a good business and a bad business even in the small, mid and largecap segments. There is a difference in the absolute value of the stock and the value of the company. There are some businesses that will remain small but are so niche that they will still make wealth for you if you hold them for some time. But if your definition of smallcap stocks is a stock that is quoting at below Rs 20 or an X amount and the reason you want to buy that stock is because you are hoping your money will grow by ten times, then forget small, mid or large, the stock market is not a place where you will make a return, the only thing you will get is unnecessary anxiety. Key Points
Economic Times5 stocks to have in portfolio in Nifty runup to 20K: Sanjiv Bhasin
On the consumer discretionary, I would still go with the Maruti in autos. Maruti can be a Rs 12,000 stock and yesterday the management said that in the next eight years, there will be a capex of almost Rs 50,000 crore. When big corporates put money where their mouth is, they are bullish on the longer term. And 12,000 on Maruti can easily be achieved by next Diwali. Key Points
Economic Times
Sedan demand remains strong despite surge in SUV growth: Mercedes Benz India MD & CEO
Sedans are still holding strong for Mercedes Benz India despite the demand for SUVs soaring in the overall Indian passenger cars market, according to company Managing Director and CEO Santosh Iyer. Although the company expects the share of SUVs to its overall sales will be slightly skewed after the recent launch of its new GLC SUV, he said the demand for its sedans continues to be very strong. Key Points
Economic Times