‘SIP flows healthy but investors more watchful after pullback’
1 month, 1 week ago

‘SIP flows healthy but investors more watchful after pullback’

Live Mint  

The recent market pullback, while not having impacted flows into mutual funds, has made investors watchful, according to Anthony Heredia, managing director and chief executive officer of Mahindra Manulife Mutual Fund. Yet, he says, there are expectations of improvement in GDP and corporate earnings in the second half of the current fiscal, driven by higher government spends and return of migrant labourers from Bihar after Chaath Puja—a festival marking the invocation of the Sun god that ended last month. Against this backdrop, Heredia bets on a bottom-up approach of picking stocks with healthy cash flows, a sound management, potential for growth and attractive valuations, rather than following the theme-based or sectoral approach. Cash market volumes are a primary reflection of long-term retail and institutional flows in the marketplace, and currently we don’t see any major change in sentiment from a flow perspective.

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History of this topic

Indian Stock Market Lags Behind Global Indices in 2024
1 week, 2 days ago

Indian Stock Market Lags Behind Global Indices in 2024

Deccan Chronicle  

MUMBAI: It was a rollercoaster ride for the Indian equity markets in 2024 with benchmark stock indices Sensex and Nifty making decent gains in the first half but losing in the second half of the year due to geopolitical tensions, FII outflows, change in the US government, lesser than anticipated rate cuts by the US Federal Reserve. The Sensex and …

Expert view: Tone down return expectations from Indian stock market, says Premchandani of UTI AMC
2 weeks, 3 days ago

Expert view: Tone down return expectations from Indian stock market, says Premchandani of UTI AMC

Live Mint  

Expert view: Amit Premchandani, Senior Vice President and Fund Manager – Equity at UTI AMC, believes valuation remains in above-average zone for large caps while mid and small cap are expensive. This year's key trends have been a sharp improvement in the earning profile of capital market players, driven by broader participation leading to significant volume growth for exchanges, pick …

Earnings growth slowdown appears temporary, says Franklin Templeton's Hari Shyamsunder
2 weeks, 4 days ago

Earnings growth slowdown appears temporary, says Franklin Templeton's Hari Shyamsunder

Live Mint  

Government capex would align with nominal GDP growth in times to come while private capex is expected to gather pace over the next three to five years, driven by higher capacity utilisation and an uptick in investments in emerging sectors such as renewables and electric vehicles, according to Hari Shyamsunder of Franklin Templeton. Looking ahead, the government capex is expected …

Expert Speak: Expect earnings growth at 16%-18% in FY26, stay invested, suggests Gopinath Natarajan of Geojit
1 month ago

Expert Speak: Expect earnings growth at 16%-18% in FY26, stay invested, suggests Gopinath Natarajan of Geojit

Live Mint  

Expert Speak: In a recent conversation with Mint, Gopinath Natarajan, CEO Asset Management at Geojit Financial Services, discussed the challenges of predicting when foreign portfolio investors will resume buying. He noted that with India's increasing share in emerging market indices and the recent correction making Indian markets more attractive, he believes India will continue to be a key focus for …

Equities assets of Indian households are still at just 5.8 pc much lower than Property, Gold and FDs: Jefferies
1 month, 2 weeks ago

Equities assets of Indian households are still at just 5.8 pc much lower than Property, Gold and FDs: Jefferies

Live Mint  

New Delhi, November 20 : Indian household asset ownership has diversified over the years but the share of equities is still very low. The equities account for only 5.8 per cent of the total assets owned by average Indian households, according to a report by Jefferies. The report data highlights that Indian households still prefer to invest in traditional investment …

India Inc's Q2 has been tepid. Is a recovery in sight?
1 month, 2 weeks ago

India Inc's Q2 has been tepid. Is a recovery in sight?

Live Mint  

India Inc. faced another challenging quarter in July-September as corporate earnings continued the recent trend of lukewarm performance. This was particularly evident in revenue growth, which hit a four-quarter low, dragging down net profit expansion for the fifth consecutive quarter, a Mint analysis showed. Costs surge An analysis of expense patterns shows that while aggregate spending held steady at 82% …

Mint Quick Edit | Record SIP inflows in October: Source of stability
1 month, 4 weeks ago

Mint Quick Edit | Record SIP inflows in October: Source of stability

Live Mint  

Despite the share market selloff, retail investors seem to be in no panic. The total amount of money flowing into equity markets through SIPs hit a record ₹25,322.74 crore in October, up from ₹24,509 crore in September. The count of SIP accounts also climbed to a new peak of 101.2 million from 98.7 million, according to Amfi data released on …

How do SIPs Help in Achieving Investment Goals Without Timing the Market?
4 months, 3 weeks ago

How do SIPs Help in Achieving Investment Goals Without Timing the Market?

Hindustan Times  

Building wealth for the future is important, but most newbie investors think they need to “time” the market and predict rises and falls. SIP: The ultimate way to achieve long-term money goals Rupee Cost Averaging Levels the Playing Field One of the biggest benefits SIPs provide investors is rupee cost averaging. Making SIPs Even Sharper Though SIPs themselves de-risk investing, …

SIP investment scale Mount Rs 20,000 crore in April; total AUM at Rs 57.3 trillion
8 months ago

SIP investment scale Mount Rs 20,000 crore in April; total AUM at Rs 57.3 trillion

New Indian Express  

MUMBAI: Continuing inflows into the most popular mutual fund segment, the systematic investment plans or SIPs set new records in April topping the Rs 20,000–crore mark for the first time, and coupled with this and fresh inflows into debt and equity funds the total assets under management have risen to Rs 57.26 trillion in the month, up from Rs 55.01 …

₹250 monthly SIPs? What SEBI chairperson said about mutual funds
1 year ago

₹250 monthly SIPs? What SEBI chairperson said about mutual funds

Hindustan Times  

Seeing the rising investments in systematic investment plans, Securities and Exchange Board of India chairperson Madhabi Puri Buch talked about how the regulator is working with mutual funds to bring down the minimum costs of SIPs. SEBI chairperson Madhabi Puri Buch talked about making ₹ 250 SIPs viable soon; SIPs in mutual funds are showing tremendous growth in the last …

SIP Investments: 6 common mistakes you must avoid to achieve desired financial goals
1 year, 11 months ago

SIP Investments: 6 common mistakes you must avoid to achieve desired financial goals

Live Mint  

How many times have you been told about the power of compounding that translates even the smallest systematic investment plans into an enviable corpus that can last a lifetime? One may attribute this behaviour to ignorance regarding how SIP investments work and the lack of understanding of how small investments, if unbridled over a prolonged period, can help people achieve …

SIP inflows into mutual funds rise to record high but...
2 years, 1 month ago

SIP inflows into mutual funds rise to record high but...

Live Mint  

Investors' appetite continue to grow stronger for Systematic Investment Plans and November month was yet another success story for this investment plan. S Ranganathan, Head of Research at LKP Securities said, India being the best performing large market year to date in dollar terms, FIIs have been booking profits but Domestic Flows through SIPs are at lifetime highs which reflects …

What’s eating into India Inc’s earnings
2 years, 4 months ago

What’s eating into India Inc’s earnings

Live Mint  

The June-quarter earnings season, which is nearly over, was a disappointment in several ways. The sequential growth momentum, a more useful metric due to the base effect, moderated to 2.1% from 9.4% due to weakening global demand, showed the analysis of 1,844 listed companies for which data is available. Global headwinds are likely to slow down the momentum even further …

Q4 Earnings: Oil, Chemicals, Other Key Sectors to Drive India Inc's Revenue Growth
2 years, 8 months ago

Q4 Earnings: Oil, Chemicals, Other Key Sectors to Drive India Inc's Revenue Growth

News 18  

From next week onwards, India Inc will start declaring its financial results for the March 2022 quarter. YES Securities in a report expects India Inc’s overall revenue growth of 19 per cent, primarily driven by oil and gas, chemical and information technology. “Adjusted PAT is likely to grow by 32 per cent y-o-y, largely driven by strong performance from banks.” …

Changes in interest rates, liquidity to drive mkt: Nippon India MF's Bhan
3 years, 4 months ago

Changes in interest rates, liquidity to drive mkt: Nippon India MF's Bhan

Business Standard  

Changes in interest rates, liquidity to drive mkt: Nippon India MF's Bhan Sailesh Raj Bhan says earnings in Q1 have been better than market expectations in sectors that have been supported by the recovery of global growth like IT services and metals Premium Sailesh Raj Bhan, deputy chief investment officer – equity investments, Nippon India Mutual Fund Ashley Coutinho Mumbai …

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