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HEMANG KAPASI
MFs cut weight on technology stocks by 170 bps in just 3 months. What are cues for investors?In May, several MFs reduced tech stock weights by 0.1%-0.9%, with HSBC making the highest cut at 0.9%. HDFC MF, Mirae, and Franklin Templet...- Despite selling by Dalal Street big bulls, 4 smallcap stocks turned multibaggers in Q3Multibaggers Stocks: Despite selling by mutual funds and foreign investors, Allcargo Terminals, PC Jeweller, and MSTC saw significant retur...
- ETMarkets Fund Manager Talk: In the run-up to elections, this fund manager shares a few investment strategiesHemang Kapasi recommends clients to shift exposure to largecaps and invest in sectors with structural uptrends due to potential volatility ...
- Team LIC strikes gold with 15-member squad of multibagger stocks. Which ones to buy?Data from ACE Equity shows that LIC owned at least 260 stocks at the end of the September quarter, out of which its stake declined in at le...
- This asset manager is seeing bottom-up opportunities in the current market setup"Despite having good order books, IT companies are facing project postponement from clients. Once certain clarity starts emerging on the gl...
- ETMarkets Fund Manager Talk-Current valuations of broad markets don’t look too stretched: Sanctum Wealth“India seems to be in a structural bull run and a lot of economic activity is favouring small and mid-caps,” says Hemang Kapasi, head of eq...
- Down up to 24% from high, are IT stocks like Infosys a steal deal now or overpriced?India’s IT stocks are being shunned by institutional investors despite the fact some are up to 25% below their 52-week peak levels. The Nif...
- ETMarkets Fund Manager Talk: FY24 earnings downgrades likely as assumptions look aggressive: Hemang Kapasi, Sanctum WealthThe lead indicators like Composite Purchase Managers Index (PMI) have started showing sequential improvement in developed markets as well a...
- 6 domestic focused mid and small cap stocks with up to 35% upside potentialThese stocks derive most of their revenues from domestic markets and are expected to perform well.
- Where to invest in 2023: 4 sectors to consider and 2 to avoidIndustries linked to the domestic economy are expected to perform better than those dependent on the global economy.
- RBI's Das unlikely to go all hawkish despite global macro woes, says Sanctum Wealth's Hemang KapasiThe Monetary Policy Committee's three-day meeting began on Wednesday, and the policy decision will be announced on Friday. "RBI has been re...
- Our base case for India is of some moderation in growth and not recession: Hemang Kapasi"In the short-term, Indian markets are likely to be range-bound with heightened volatility across sectors and stocks as they face multiple ...
- IPOs raise over Rs 27,000 cr in Apr-Jul; issues worth Rs 70K cr in pipelineAccording to an analysis of data available with the stock exchanges, 12 companies have raised Rs 27,052 crore through IPOs in the first fou...
- Suddenly, super-buzzy grey market is feeling like a penny waiting for changeThose who trade in unlisted shares say they do not expect any issue in IPO market this calendar.
- Black Swan event turned winners of FY19 into poor losers of FY20The months ahead may turn out to be even more painful, warn analysts.
- What to expect from Budget 2020: Tweaks in I-T rates, DDT & LTCGA big change expected in the Budget is removal of dividend distribution tax.
- Corporate earnings, budget expectations to drive equities this week: AnalystsInvestors in domestic market will closely watch quarterly earnings from companies.
- Top HNI fund managers still made big money in equities in a bad yearNewly formed Marcellus’s Consistent Compounders gave 22.50 per cent in just six months.
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