The Economic Times
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| 08 August, 2020, 02:33 AM IST | E-Paper


    Vinit Sambre, Head of Equities at DSP Investment Managers, and his team is employing concepts used in ophthalmology to pick sectors that hold more growth potential.

    It is going to be a tightrope walk. So there is no one answer to this.

    From a technical perspective, Indian market is well positioned and as people get confidence on economic recovery, despite Covid cases increasing, more flows will come into the country.

    Stocks are not as cheap as in March 2020, but we see pockets of opportunities to invest at fair valuations.’

    Strong shift of manufacturing into India is going to happen in next 5 years: S Krishna Kumar

    ‘Market is building a lot of growth into FY22 and FY23 which we need to be a little cautious about.’

    'We remain a little bit cautious because Bharat or rural India was not facing pandemic issues earlier but now Covid cases have moved to the hinterland.'

    The returns of the fund have been about 5x in 10 years -- our optimism sustains, and we continue to be resolute in our faith in India’s growth prospects.

    DSP Mutual Fund is a respected name in the mutual fund industry. It has been two years since the fund house parted ways with its foreign partner and started operating on its own. We spoke to Kalpen Parekh, President, DSP Investment Managers, find out how the fund house fared in the last two years, and his plans for it.

    Go for multi-cap funds now to play across the entire spectrum of market capitalisation.

    SIPs done in big bull markets don't deliver good returns: S Naren

    Naren talks about why selling has become an integral part of the modern investing world unlike in the past when ‘buy and hold’ was the norm.

    "We believe gold investment is an asset allocation call. However, as prices have moved quite a lot, it is advisable to be prudent and wait for some time."

    Large cap mutual fund category has seen net outflows in June. Are investors doubting the dependability of the category that is supposed to do well in uncertain times?

    ‘A theme of consolidation has played out every time there has been a crisis.’

    Parag Parikh Long Term Equity Fund is one of the most talked about equity schemes these days. The scheme has been topping the chart in one-, three- and five-year horizons.

    Is this bull market similar to the bull market of 2000? Nilesh Shah explains

    ‘There is a lot of similarity in low quality stocks between 2000, 2008 and 2020’

    A look at some of the value schemes in the last one to three months indicate that the category may be on its way back to form. Shvani Bazaz of spoke to Daylynn Pinto, Senior Fund Manager-Equity, IDFC Asset Management Company, to find out the prospects of value category.

    ‘The US 10-year treasury has halved compared to where it was 6-8 months ago’

    Since our inception in 2009, the core philosophy of the investment process has been a steadfast adherence to quality. We at Axis, have always remained true to our investment strategy, says Jinesh Gopani.

    “If you have the bandwidth to continue your investments, then do not stop them or redeem in a market correction,” Balasubramanian advises.

    Govt incentives will help Indian pharma cos reduce API imports from China: Tata Mutual Fund

    ‘We have a very strong presence in the formulation market’

    The Economic Times