Searched for
EVERGREEN PORTFOLIO STRATEGY
No easy contrarian sectoral bets left? SBI MF’s Dinesh Balachandran explains what investors should do nowDinesh Balachandran, Head–Investments, SBI Funds Management, runs some of SBI Mutual Fund’s (MF) largest schemes, including SBI Contra Fund...
India’s desi gaming startups tap culture and storytelling to break China’s grip on toy and board game marketIn the vibrant world of play, Indian board games and toys are experiencing a renaissance. Consumers are leaning towards locally inspired op...
In times of war: Take a risk or manage it; different, yet same. 6 small-caps from different sectors with upside potential of up to 29%Picking the right stock is easier said than done. Especially when valuations are not cheap and noise levels are high. When we say noise lev...
Give credit where it’s due: Why India’s private debt market shares none of the structural problems driving current US stressIndian private credit is not facing the same issues as the US. US private credit stress stems from fund architecture, not bad loans. India'...
Cut exposure to crowded midcap trades, buy more largecaps: 360 ONE's Raghav IyengarRaghav Iyengar of 360 ONE Asset suggests tactical adjustments for investors. He recommends reducing midcap exposure and increasing investme...
'Equities are no longer optional': Qode’s Rishabh Nahar on navigating market uncertainty with quant strategyNahar believes the key to navigating such volatility lies in quantitative investing, but with a first-principles approach. He says, "Quant ...
Indian banks' microfinance loan stress to persist after new, informal regulation, bankers sayIndian lenders are bracing for a surge in microfinance loan defaults after the central bank tightened lending rules. The Reserve Bank of In...
Jinesh Gopani on funds, long-term investment and tax breaks“Any fund manager would want the stability of capital or the AUM in this fund and that is how we even changed our name from Axis Tax Saver ...
Invest in these three themes while putting your money overseas: Sadaf BehbahanyOffshore assets under management with Indian mutual funds have grown from Rs 5.5 lakh crores in 2008 to Rs 38.94 lakh crores (the upper lim...
Why growth at reasonable prices is still the best strategy“We should be open to the fact that these large quality names with sky high valuation or multiples could give away even more as growth star...
Dynamic asset allocation products and their importanceFrom data experience, liquidity criteria and tax point of view we have observed that debt and equity are the best investment opportunities ...
Don’t rule out a near term correction or consolidation: Meeta Shetty of Tata Digital India FundIT sector funds have given healthy returns in the last year. However, the gains have raised worries over the valuations of the sector while...
A 5-point agenda to protect and grow your wealth in the long runAn ideal long-term portfolio involves a combination of multiple asset classes such as equity, debt, real estate, and gold, among others. Fu...
Debt revamp proposal to prolong Indian banks' asset quality uncertainty: FitchIndia's central bank said last week it will allow restructuring of corporate and personal loans to ease debt strains on companies and lende...
Debt revamp proposal to prolong Indian banks' asset quality uncertainty: FitchRBI said last week it will allow restructuring of corporate and personal loans to ease debt strains on companies and lenders, a move widely...
Aggressive hybrid funds can offer 3-4% more than FD: Rahul Baijal of Sundaram MFAggressive hybrid fund category has offered a CAGR of 4.5% last year, but Sundaram Equity Hybrid Fund has outperformed the category with 9....
ZEE acquires 9X Media for Rs 160 croreBesides, the company has also bought remaining 26 per cent stake in Zee Turner Ltd for Rs 2.6 lakh, a 74 per cent subsidiary of the company.
Investors should bet on evergreen SIPs: Navin Suri, ING InvestmentWith the market looking choppy, investors should follow multi-asset class strategy for better returns, says ING Investment’s Navin Suri.
Family offices are product-neutralAs a veteran in the Indian stock market, the move by Sunil Shah to set up Evergreen Family Office came as a surprise to many. He had thrown...
- Finance cos funding delinquent accounts to dress up books
Lenders of the finance companies and arms of banking groups are ‘funding’ delinquent accounts to window-dress their books.