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HIGH BETA CYCLICAL
Think index funds are foolproof? These 7 myths can lead to costly mistakesPassive investing has become mainstream in India, but several myths persist. Investors should not judge passive funds solely by low costs, ...
Laurence Balanco flags 5% downside risk for Nifty amid global yield surgeGlobal financial markets are experiencing a risk-off shift driven by rising sovereign bond yields, impacting equities and commodities. Mark...
Chasing US tech stocks? Aashish Somaiyaa says India and emerging markets look more attractive nowAashish Somaiyaa, CEO of White Oak Capital, believes selective stock picking is key in the current market. He sees India's recent flat perf...
India bull Chris Wood likes Pakistan stock market around IMF bailout cyclesJefferies strategist Christopher Wood says Pakistan offers high-beta opportunities around IMF bailout cycles, even as India remains his cor...
Quant Mutual Fund to begin pruning defensives, buy select high-beta stocksQuant Mutual Fund plans to shift from defensive to cyclical and growth stocks, particularly small caps, aiming for high-beta names that rec...
Aditya Arora is bullish on Nifty Pharma, sees last leg of rally in high beta counters post BudgetAditya Arora is tracking Nifty Pharma and mentions good moves in Cipla, Dr Lal Path Lab, and Metropolis. The chart structure of many pharma...
Why Smart Beta Funds could be the next frontier to get alphaSmart-beta strategies are mechanical ways of assembling bundles of companies other than by their total stock-market value, as conventional ...
Cyclical and high-beta stocks may witness fastest recoveryCyclical stocks have been outperformers in the months before the ongoing crisis as investors are betting on companies that would benefit fr...
Will current beta rally in stock market sustain?In the current stock market rally, many high beta stocks have outperformed sharply for over two months. Investors should be choosy as some ...
More beats than misses in earnings to continue in Q3: Vinod Karki, ICICI SecuritiesThe beta rally will spread from the large mega caps to mid and small and microcaps.
2017 will usher in a new bull market in equities; stay with growth stocksThe market is comfortable in terms of valuation following 7th pay commission award and good monsoon. These, along with digitisation, will d...
Jyothy Laboratory, Colgate, Dabur India good bets in the FMCG space: Mehraboon Irani"ITC won't go above 375, despite it being a great company. This stock will continue to move between 310 to 375 over the next two quarters"
FMCG and pharma last leg to appreciate, cyclicals to perform well: Vijai Mantri, Pramerica MFYesterday's correction, if they happened in the quality stock, is a great time to again go and look at owning those stocks.
Plenty of good bets in high beta cyclical space: Kunj Bansal, Centrum Wealth Management"When it comes to taking a call, one has to choose a management which has a reasonable track record, and a business model which looks stron...
Keep a balanced portfolio; domestic cyclicals make a compelling case: Ajay BaggaIt is an attractive market. Now is the time to get in on every dips and keep a balance portfolio, he said.
IT, pharma, defensives will keep progressively rebalancing the portfolio: Arindam Ghosh, BlackRidge CapitalFrom a portfolio construct point of view one needs to have a fresh air of high beta, high quality cyclicals as well as the export oriented ...
Market remains in an uptrend, shift focus towards banking sector for long-term: Mitesh ThackerThe market remains in an uptrend and the traders now should shift more of long focus towards the banking in the cyclical side, he said.
Domestic funds moving to mid cap & cyclical stocks: Vijai MantriIn a chat with ET Now, Vijai Mantri, Managing Director & Chief Executive Officer, Pramerica Mutual Fund, shares his views on cyclical stock...
Time to churn your portfolio, high beta stocks to lead rally: AnalystsDefensive names are likely to see some correction as risk-on trade is back in the markets and high beta names are likely to get the much-ne...
- Expect Asian markets to outperform US markets: BNP Paribas
In a global portfolio an easy way to increase your risk is to increase your weightings in the Chinese and Indian markets.