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PRO CYCLICALS
Low volatility, better value: Why balanced advantage funds are back on investors’ radarWealth managers are favoring balanced advantage funds due to attractive large-cap stock valuations and high bond yields. These funds dynami...- Nimesh Chandan backs private banks, cyclicals as valuations turn attractiveIndian markets are experiencing a temporary disruption, not a fundamental shift. Bajaj Finserv AMC's Nimesh Chandan sees this as a chance t...
- RBI pause now, tightening later: A delicate trade-off with rising tail risksIndia's economy faces testing times from rising oil prices and global uncertainty. While growth is solid, it is uneven and vulnerable. Infl...
- How is the 2022 portfolio different from 2021? Pankaj Murarka explains“We remain very constructive on the outlook for the economy. We are already seeing very strong signs of consumer demand resurgence that is ...
- 2022 to be a transition year with earning growth gaining momentum: Mahesh Patil"I am very positive in terms of the way the recovery will pan out, not this calendar year alone, but also over the next three to five years...
- Which pockets of market may flourish & which ones may get hit by rising inflationMedium level of inflation tends to be great for commodity companies as well as financial companies, as they benefit both on growth and marg...
- Long & Short of Markets: Investing mantras from Raamdeo Agrawal and Nilesh ShahDalal Street veteran Raamdeo Agrawal opines that investing with 3-year ideas is typically cyclical investing. You buy at the bottom and exi...
- Finance ministry to set up Working Group to redraw fiscal consolidation pathA new legislation based on this group’s recommendation may be introduced in the monsoon session of parliament, a senior government official...
- ICICI Pru MF dumps Tata Power, IOC, BHEL in Jan; makes a killing on SBIData on portfolio changes that took place during the month showed the fund house dumped 3.12 crore shares of Tata Power, 3 crore shares of ...
- With the market scaling new highs, can asset allocation or balanced advantage mutual funds prove their worth?Regardless of strategy, the purpose of these funds is the same—to tackle market volatility and deliver equity-like returns at lower risk. W...
- Fiscal policy must be counter-cyclical: Krishnamurthy Subramanian, CEAIt’s quite likely that fiscal deficit will be lower than what’s mentioned. When you under-promise and over-deliver, it generates enormous c...
- Stepping stones in place to invest in cyclical sectorsWith the Indian economy looking to recover from a global pandemic, Finance Minister Nirmala Sitharaman has delivered an unparalleled budget...
- What is Dynamic Asset Allocation : Radhika Gupta
- We are getting more pro-cyclical, looking at midcaps and smallcaps: Pankaj MurarkaWe believe that India’s growth will revert to mean growth of 6-6.5% in four quarters.
- Credit conditions to strengthen with growth, reforms: Moody'sIn a report, the global agency said that over the next 12 to 18 months, credit conditions are likely to improve for rated Indian corporates.
- India’s macroeconomic situation much better now: Arvind Subramanian"If the macroeconomic situation is better now, then the need for fiscal consolidation become lesser."
- Don't expect Budget 2015 to be populist: Mythili Bhusnurmath'I really cannot see what the FM is going to pull out of his hat, but there would be a case for a cyclically adjusted fiscal deficit target...
- FII flows going largely into IT, pharma, FMCG, financials sectors: Prabodh Agrawal"The thing is that over the last five-six years, we have seen the FII flows going largely into four sectors which is IT, pharma, FMCG and f...
- Markets could rally 5-10% from current levels on supportive global factors: Girish Pai, Claritas Research"Money is moving away from other EMs and into India and India has been a clear outperformer among some of the BRIC markets over the last fe...
- Indian growth to slow to 8 pc in 06-07: OECDIndia's economy is showing signs of overheating, but growth will slow to 8 per cent in the current 2006-07 fiscal year (Apr-Mar) and to 7.5...
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