Page 5 - Equity Markets

Dynamic asset allocation gains currency in choppy equity, debt markets

Such funds alternate between debt and equity depending on market conditions

'PSU banks a trading opportunity than long-term investment theme'

The main concern for the PSU banks is governance, says Pradeep Gupta of Anand Rathi Shares & Stock Brokers

Hard to make a case for a material upside in this market: Saion Mukherjee

As the pandemic recedes and growth recovers, we may see inflationary pressures, says Mukherjee

Retail buys, but stake declines

Retail ownership of the BSE500 has fallen from 21 per cent in 2005 to 14 per cent now despite net buying

Markets to remain strong on bottom-up opportunities: Bernstein MD Garre

The equity markets will remain strong from the perspective of bottom-up opportunities, said MD Garre

Equity MFs see outflows for seventh month despite upswing in market

Net redemptions of Rs 9,200 cr in Jan, over Rs 42,000 cr since July

Retail investors in driver's seat; dwarf FII flow into mkts in 2 yrs: UBS

A key trigger for the increased retail participation in equities has been the lockdown triggered by Covid-19 that saw investors channelizing their savings to capital markets in search of better return

Brazil, New Zealand, India best-performing markets under Trump rule

Sensex nearly 85 per cent each since Trump's inauguration on January 20, 2017; Spanish and British markets fared worst in the last four years

Tips to ride market volatility & sectors to invest in ahead of Budget 2021

Listen to the podcast to know how one should play this volatile market ahead of the Budget presentation, scheduled on February 1, 2021

Missing the mark: How will govt achieve divestment target for FY21

Among strategic sales, the government is already working on plans to divest Bharat Petroleum, Container Corporation, BEML, and Shipping Corporation

Most mid, small-caps still trading below fair value: Umang Papneja

The equity markets rallied sharply after the unprecedented stimulus of the central bank earlier this year.

Eventful 2020 saw a six-fold rise in stocks whose returns doubled

Compared to just four stocks in 2019, none in 2018, as many as 24 have delivered over 100 per cent returns this Calendar year

Playing capital goods theme: A stock-specific approach is the right tactic

The S&P BSE Capital Goods Index hit a 52-week high of 18,252 on Monday

Reserve Bank of India unlikely to let rupee appreciate much: Experts

Excess liquidity and cheap rates could be causing some systemic problem for the future, experts have started to warn

Buy-the-dip mantra keeps market resilient, experts say bullish grip to stay

Book profits and re-enter at lower levels can be a good strategy say experts

Factory data lifts stocks, dollar gains on US presidential election jitters

Global equity markets rebounded as robust US, China and eurozone factory data offset lockdowns in Europe to combat record Covid-19 cases, while the dollar and gold rose on US election jitters

Yesterday's laggards may be post-pandemic winners: IDFC AMC's Anoop Bhaskar

In a Q&A, the head-equities, Fund Management at the firm, says companies have proactively cut costs, so there may be a positive surprise on the margin front

Market regulator's T+1 settlement proposal faces opposition from FPIs

Foreign investor body writes to the market regulator highlighting operational difficulties

India may be one of the most vulnerable EMs, say Lambregts & Erken

EMs may struggle in the short term on the back of rising geopolitical developments, say Jan Lambregts and Hugo Erken

BofA Securities, Credit Suisse, Goldman Sachs see more upside for equities

A BofA September Global Fund Manager Survey for September suggests that 58 per cent of those surveyed say the market is in a bull-phase - up from 25 per cent who believed so in May.