The country's m-cap is now 4.3x India's, whose m-cap grew just 17 per cent to $2.5 trillion in CY20 -- 2.4 per cent of the global m-cap.. Ashley Coutinho reports.
About 24 fund houses saw a decline in their debt AUMs in the past one year.
A December 28 board meeting of the Securities and Exchange Board of India (Sebi) may tighten norms for initial public offerings (IPOs). The board may look to prescribe a minimum 5 per cent gap in IPO price bands, extend the lock-in period for anchor investors to 90 days and cap the amount a majority investor can sell through offer for sale. The regulator is looking at whether there can be a preferred allocation for anchor investors who opt for a longer lock-in period, said a person familiar with the matter.
IT and ITeS companies accounted for $28.1 billion of the total investment pie during the first nine months of 2021.
While the amount collected is a tad lower than last two years, it may surpass the previous two years' collections by the end of the year.
The SME segment has been grappling with lack of liquidity and lacklustre institutional participation.
MFs have benefited from a shift to financial assets from physical assets like real estate and gold.
Oil-to-telecom conglomerate Reliance Industries (RIL) has emerged as the country's largest wealth creator, adding a staggering Rs 9.6 trillion over the past five years, according to Motilal Oswal's 26th Annual Wealth Creation Study. In doing so, the Mukesh Ambani-led company has beaten its own record of Rs 5.6 trillion generated in 2014-19. The study covered financial year 2015-16 (FY16) to FY21 and ranks the top 100 companies in descending order of absolute wealth created, subject to the company's stock price outperforming the BSE Sensex. The firms were also ranked according to speed (price CAGR during the period).
Sebi may allow mutual funds to make use of covered calls as part of their equity strategy.
Infrastructure and real estate prominently feature as wealth destroyers.
'India has entered an economic super-cycle driven by a housing cycle turnaround.'
'The IPO market is cooling off and getting a reality check.'
Experts believe the new norms may be an indirect way for Sebi to apply the brakes on dividend option plans in MFs.
'Then select those that are well-aligned with your risk-return profile and investment time horizon.'
'For HNIs, shifting economic activities outside India by creating regional hubs for businesses is a better option.'
'The years after the financial crisis of 2008 were tough for brokers as volumes dwindled and retail investors stayed away.'
Do a proper asset allocation and invest through systematic investment plans where one can benefit.
Debt funds typically held 0-5 per cent of their portfolio in cash and cash equivalents before this Sebi diktat.
'We need people who can position a product digitally and craft the journey for customers, by improving user interface and user experience.'
Riding on a strong market sentiment, these stocks have outperformed the bellwether. The flip side is, they can fall faster when the tide turns.
'Q1 is going to bear the brunt of the second wave, exposing full-year GDP forecasts to downward revisions, unless phase-3 of vaccination is executed quickly.'
Outflows are likely to continue, experts say, till such time as the markets see a significant correction.
'As valuations of large-caps appeared to be out of whack, investors started lapping up quality mid-caps and small-caps, which were available at relatively comfortable valuations.'
While a little more than 140 penny stocks have doubled in value, 555 have given negative returns in the past year. Of these, 84 shed more than half their value.
'It is critical that the Covid curve does not have a fat tail and the chain is broken quickly.'
'Making money in such markets is typically harder and investors need to put in considerable effort to identify stock ideas over the year.'
'Investors need to find out how the FMP's assets are distributed and ensure the investments are in high-quality names.'
'Large-caps are better placed to withstand the impact of higher input cost inflation, rising rates and withdrawal of excess global liquidity.'
'Start-ups that generate a majority of their income in India are likely to opt for an Indian listing.'
'It is going to be a tough balance for the RBI to manage economic stability and ensure smooth government borrowing.'
'While the country has been hit hard from a strong second wave of Covid, we believe the markets are willing to look through that.'
A large proportion of passive funds has beaten actively managed large-cap funds with average one-year category returns for large-cap at 10.2 per cent
Fund managers's compensation is largely tied to the assets they manage and scheme performance.
A normal monsoon, softer interest rates and inflation, pent-up demand, along with mild budgetary support may help growth pick up in coming quarters.
Affordable pricing, a variety of themes, and the ease of transacting are among key reasons that have made smallcases a hit among young investors.
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.
'Periods of high volatility are usually bad for mid-caps and this is something that has to be kept in mind.' 'Focus on quality is of paramount importance.'
'Equities are likely to be range-bound with a downward bias for the remaining part of the year.'
'... Whether an incumbent is voted back or a coalition forms a new government except for a temporary disruption for a few weeks.'
'If an investor is ready to stay put for the next five years, one can consider investing in mid- and small-cap funds, but through SIPs.'
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