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VENKATESH BALASUBRAMANIAM
Relentless Selloff: FIIs pull out 10 years' worth of India equity inflowsForeign investors' cumulative net equity investments in India have fallen to their lowest level since 2016 after sustained selling, undersc...
Valuations still stretched, real opportunity emerging in small,microcaps: Venkatesh BalasubramaniamJM Financial’s Venkatesh Balasubramaniam says Indian equity valuations remain stretched despite recent correction, with real opportunities ...
At Rs 1.5 lakh crore, promoter selling breaks all records in 2025. Should stock market investors worry?Promoter selling has reached a record Rs 1.5 lakh crore in 2025. This significant selloff has led to a decline in private promoter sharehol...
No new highs for Nifty until valuations cool off: Venkatesh Balasubramaniam, JM FinancialIndian markets may stay range-bound for the next six months as valuations remain stretched and earnings growth stays muted, says JM Financi...
Markets pricey with modest EPS growth; autos, hospitality offer opportunities: Venkatesh Balasubramaniam of JM FinancialVenkatesh Balasubramaniam highlights expensive Indian markets with muted EPS growth, cautious sector bets, and selective opportunities in a...
Rs 72 lakh crore stock market boom flashes valuation warning. Where's the smart money going?India's stock market has surged, with the Sensex soaring by 12,000 points in under three months, fueled by strong domestic and foreign inve...
Liquidity driving market; overweight on hotels, real estate & REIT: Venkatesh BalasubramaniamJM Financial favors real estate stocks like DLF and REITs, anticipating interest rate declines to boost REIT yields. They are also overweig...
April Fools' shock: Worst financial year start for Sensex since 2020 crash. A harbinger of trouble?Market observers cite U.S. President Donald Trump’s anticipated tariff announcements on April 2 as the key factor driving market uncertaint...
Venkatesh Balasubramaniam on sector winners and losers if Trump or Harris winsMeanwhile, Trump's position of imposing higher taxes on China, which is almost 60% or more, could be beneficial for the likes of exporters ...
Investors add to equity, SIPs at all time high in OctoberMutual fund flows saw a mixed bag in October, with retail monthly flows into equity oriented mutual funds reaching, the highest in this fin...
At Rs 12,622 crore, Oct equity MF inflows highest in FY19 so farNet inflows increased by Rs 35,500 crore to take the total AUM to Rs 22.24 lakh crore.
Market correction hits equity, balanced fund flows in JuneSharp fall in mid and smallcap stocks, macro worries take a toll on investor sentiment.
Equity Mutual fund inflows slow down as market correctsWorries about a weakening macro economy, rising oil prices and interest rates, state and general elections over the next one year have made...
SoftBank, IL&FS team up to power 20 GW solar parksSB Energy, the power and energy investment arm of SoftBank, and IL&FS’ wholly owned IL&FS Energy unit have agreed to jointly develop grid-c...
- Citi cuts price target for Adani Power to Rs34/share from Rs40/share
Citi cut its price target for Adani Power's stock to Rs34 apiece from Rs40, while maintaining its sell rating to factor in a decrease in ea...