The Sundaram MF Head- Equity, says he does not see any big shift in investor activity at ground level

IDFC AMC is launching its inaugural India equity Long/Short strategy called IDFC India Equity Hedge – Conservative Fund.

Key indices have been falling almost every day since the last few weeks. Should equity mutual fund investors be worried?

There will be opportunities for traders to successfully make money in new-gen financials.

"There could be differential movements across sectors and stocks. The larger indices could be more range-bound in the next couple of weeks ...

"The fears on macro front have receded. Hence the market has rallied in last 6 months. Also, there has been some impact of the elections."

On the interest rates sides, we are seeing inflation softening and in the next six months we expect rates, inflation to continue to soften,...

In a chat with ET Now, S Krishna Kumar, Fund Manager-Equity, Sundaram Mutual, shares his views on the market and some sectors. Excerpts:

"We have significant exposure to auto components in the fund. Here, we again have been buying and holding stocks which have scalable busine...

Markets are discounting favourable verdict for BJP in state elections. Any result which indicates a tighter contest would be taken unfavour...

'The portfolio would adequately get positioned to reflect the revival in the economy, be it the consumer discretionary space or the financi...

"Credit growth in the second quarter has been good. It has been excess of 20-21% on YoY basis."

"The talk of rating downgrade keeps coming up from time to time. We do believe that the government has enough levers to manage the situatio...

It is best to be very careful in midcap stocks as far as the managed quality and balanced sheet quality is concerned, says Krishna of Emkay...

Early stage venture fund Fulcrum Venture India has exited from real estate firm Casa Grande, said the proprietary fund's founder-partner KR...

"Profit taking is the order of the day, but I will be cautiously optimistic going forward," says Krishna Kumar Karwa of Emkay Global.

One of the key reasons why margins are on the higher side is the presence of a very substantial current account savings bank portfolio, Kum...