'There is no need to do anything, let your SIPs get deducted every month, and stick to your allocation between equity, fixed income and emergency funds and your risk covers.'
A quaint Indian idea called face value is putting high-performing companies out of the reach of retail investors, observes Debashis Basu.
Exposure to these funds should not exceed 10% to 15% of the equity portfolio and the investment horizon should be at least seven years.
'In the business of money, where you are regulated, the liability lies on the head of the acquirer.' 'It is not a good thing when you cannot spot the risks.'
'Companies with a strong business case and healthy balance-sheet should sail through and emerge more robust in the future.'
Markets
BSE-listed companies' market capitalisation reached Rs 197.7 trillion on January 21, against India's nominal GDP of Rs 190 trillion during 12 months ended December 2020.
Experts attribute the high valuation of Indian auto makers to the faster growth in India compared to the rest of the world.
'In the short term, we may see some disruptions due to Covid, but in the medium-to-long term, we should keep an eye on US inflation and 10-year bond yields.'
HUL, ITC, Nestle, Colgate, Dabur, Britannia, Asian Paints, P&G are trading at nearly 48 times. The previous record high was 53 times at the end of March 1994.
Omkeshwar Singh, head, Rank MF, a mutual fund investment platform, answers your queries.
The gap between Nifty's price-earnings multiple and economic growth is at a 12-year high
'Quality of management, corporate governance, allocation of capital, full disclosures should form the basis to decide investing in a particular stock.'
The risk-reward ratio could turn adverse for foreign investors if corporate earnings disappoint by wide margins, or if crude oil prices spike in the international market, putting pressure on the rupee-dollar exchange rate.
India, best-performing among emerging markets in the first four months of 2017, has since ceded this position to South Korea.
Indian equities are no longer cheap vis-a-vis global markets, and only a short distance away from being the most expensive they have ever been.
Players like UltraTech Cement more expensive than ITC and HUL; others catching up fast.
From the valuation angle, the market is showing similar signs of being over-valued without being in a bubble territory yet.
The market valuation of Indian stocks is currently the second highest among emerging markets with the Sensex trading at a price-to-earnings multiple of 23.27 times
'In the real economy, the scars of the pandemic will continue to define 2021.' 'It is still hard to tell the effect on unemployment, migrant workers, poverty, and the informal sector of the lockdown and of the pandemic,' observes Mihir S Sharma.
Now STPs or variable SIPs can earn better returns than vanilla SIPs.
Wondering if mutual fund investments can earn you enough money for your retirement and child's marriage? Omkeshwar Singh, Head, Rank MF, a mutual fund investment platform, answers your queries.
After years of disappointing growth, the economy and the markets are poised for a breakout, notes Akash Prakash.
Market cap of government companies has remained unchanged in the past 8 years.
Market participants are hoping for a few tweaks on the taxation front which will encourage consumers and businesses to spend.
Being one of the early commentators to flag economic slowdown and caution investors on corporate earnings, Gautam Chhaochharia, head of India research, UBS Securities, in an interview with Hamsini Karthik says the markets remain in an expensive zone despite the recent correction.
Omkeshwar Singh, Head, Rank MF, a mutual fund investment platform, answers your queries.
Multiple triggers such as asset sales, pickup in energy cash flows, increased traction in omni-channel retail, and rise in ARPUs could further drive the stock.
Let us see why the pharma index is valued at a premium by the market and why some companies are valued higher than others.
Given the developments, analysts expect fiscal and monetary support from the government and RBI to revive sentiment. However, recovery, they say, from these levels will be slow and painful.
'Focus on companies with healthy balance sheets and return ratios.'
A normal monsoon, softer interest rates and inflation, pent-up demand, along with mild budgetary support may help growth pick up in coming quarters.
Investors may increase exposure to mid and small-cap stocks as their risk-reward profile is more attractive currently, suggest Nitin Singh and Vinay Joseph.
Government-owned companies are more generous in rewarding their shareholders with dividends.
So far in 2017, the Nifty has gone up by 22.4 per cent.
'The news about the new virus strain in the UK provided them with an opportunity to take money off the table.'
Equities shed superior valuations vis--vis most emerging markets
Valued at $71.2 billion, the bank's market capitalisation is more than that of global banks like Barclays, JP Morgan Chase and Credit Suisse.
Omkeshwar Singh, Head, Rank MF, a mutual fund investment platform, answers your queries.
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