ETMarkets Fund Manager Talk: Debt/balanced funds to outperform equity funds near term: Rahul Bhuskute, Bha

“Hybrid funds, equity savings funds which have 30-40% in equity, will be the flavour. Dynamic bond funds will at least have 35-40%. Industry will grab their pound of flesh from the debt allocations by mixing both the assets, rather than keeping debt capital. . In terms of risk mitigation, we use structured products to bring down the risk of portfolios, rather than plain vanilla debt, which brings down the risk, but equally brings down the return.”

Broadly the market has been in a consolidation over the last 20 months. With earnings climbing higher than valuation premium getting washed off, equity markets now appear more evenly poised than before.

India remains well positioned in the longer term, despite the short-term risk of capital outflows prompted by investors wishing to lock in gains, according to Jonathan Schiessl, deputy CIO of Westminster Asset Management. Schiessl believes that while there is a degree of exuberance in the market, this particular period of selling-off is simply driven by investors looking to cash in on profits. He stressed that India has outperformed China recently, and risk of a trade war between the two is not new.

India is attracting a lot of foreign institutional investors (FIIs) due to its unique position of being an outlier in uncertain global macroeconomics, according to Prateek Pant, Chief Business Officer at WhiteOak Capital AMC. Pant also said that India is well-positioned in terms of consumerism, capital growth and the health of the financial sector, making it attractive for investors seeing the potential of a 3-5 year investment.

It was a hushed start for equities this year with inflationary concerns and growth dynamics driving the markets but sentiments rebounded dramatically in the later half.

New Delhi, Mar 28 (PTI) Riding on a bull run, equity investors became richer by Rs 128.77 lakh crore in the 2023-24 fiscal, driven by robust fundamentals of the Indian economy, increased investment inflows and promising corporate earnings. After a muted performance in 2022-23, equity markets made a remarkable recovery in FY24, giving handsome returns […]

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Individuals who possess a willingness to assume a moderate amount of risk may opt to invest in top-tier corporate bonds, while those who prefer to err on the side of caution may find solace in government bonds. As interest rates continue to climb, purchasing bonds with shorter durations may serve as a safeguard against fluctuations in pricing.