2020 to be a year of consolidation & transition for D-Street: Aditya Birla AMC
The fund house believes corporate earnings growth is likely to pickup in line with the improvement in the economy. It projects FY21 Nifty earnings growth at around 23 per cent.
Focusing on domestic pharma, gas & cement companies: Aashish Sommaiyaa
Motilal Oswal AMC’s MD & CEO, Aashish Sommaiyaa shares his Budget expe...
Government’s ability to cut personal income tax rate in budget is limited, says Akash Singhania of Motilal Oswal AMC
"If you look at the data...
We are trying out an AMC model where clients are charged only on profits: Nikhil Kamath
We would always try to match the fund with about 10% to 15% of personal capital.
Tata Asset spots an opportunity in fiscal squeeze
“A large part of India’s value stocks are state-owned enterprises,“ said Rahul Singh.
For beaten smallcaps, patience is a virtue, says ICICI
Smallcap stocks have been struggling over the past two years, losing almost 30 per cent.
Investors should shift to value stocks from overpriced names: S Naren
Smallcaps are currently offering a better margin of safety in terms of risk spread over largecaps.
Fund managers cash in on India’s bond rally
Benchmark yields have slid almost 30 basis points since mid-December.
Error of commission hurts more in market than error of omission: Navneet Munot
We have invested heavily in ETFs much ahead of time. We are investing heavily in ESG. If corporate profits have to grow 15%, you have to do the right things that the society allows you. The business community, media and all stakeholders have to work together to increase the beta of the market. Of course, alpha is the second thing.
ONGC a value trap; earnings visibility strong in IT: Chakri Lokapriya
Broader market has begun to outperform the Nifty and largecaps in the first two days of 2020. It is time to start looking at the broader market and that translates into a risk-on trade, because rather than sticking with a narrow bunch of few stocks, the market is now beginning to look outward, at stocks trading at multi-year low valuations.
Infrastructure investment to lead the next leg of growth in India: Shibani Sircar Kurian
Midcap index trading at five-year- low valuations. Over 18-24 months, midcaps provide a great opportunity.
UTI AMC files papers for IPO with Sebi
The issue consists of an OFS by shareholders including SBI, BoB, LIC, PNB and T Rowe Price.
High global liquidity has led to underperformance of value style: Atul Kumar of Quantum Mutual Fund
S&P BSE Sensex appreciated 16.5% in calendar 2019. Broader indices such as BSE 200 and BSE 500 had a more modest gain, underscoring that only few stocks were driving market returns. They rose 11.0% and 9.5% respectively.
LIC finalising plan to cut stake in UTI AMC
Public sector financial institution Life Insurance Corporation of India is shaping up plan to go for over 40% reduction in its stake in UTI Asset Management Company (UTIAMC). The process has been initiated following a directive issued by market regulator Sebi.
Sebi allows AMCs to provide management and advisory services
The regulated said AMCs could also provide services to regulated entities such as pension funds, insurers, banks and mutual funds.
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