As FIIs pull out of road projects, doubts have surfaced about the future of new highways and roads
It goes without saying that the best performers are in the private sector, says TN Ninan.
Fund managers's compensation is largely tied to the assets they manage and scheme performance.
In the past two years, investors in gold have lost money.
IT majors weakened ahead of the September US jobs data and telecom stocks ended lower
Select companies in infra, capital goods, private banks, auto, oil & gas, and mining could be considered by investors.
There was broad-based rally with participation across sectors creating enormous wealth for investors but starting 2018, the rally got concentrated into select large-cap companies with under performance in broader markets.
The Budget has to provide for capex on roads, railways, defence and other infrastructure sectors.
In an online chat with readers on August 10, Vidya Bala, Vidya Bala, head of mutual fund research at FundsIndia, answered their queries. For hose who missed the chat, here is the transcript.
RBI awaits fiscal stance, inflation to cool off to decide on rates.
There will be higher charges for bank account-holders.
The short answer, as usual, is I don't know. But this is what could happen in the next one year...
Reliance announced energy asset sales worth around $ 16 billion; end of the investment cycle in telecom; bringing net-debt to zero in 18 months; value-unlocking options for real estate and financial assets; listing of telecom and retail in five years; and focus on dividends.
The bigger worry is that its effects could linger well into the next financial year.
Big Mumbai developers' inventory at Rs 53.4 crore.
Offer size could vary from Rs 1,200 cr to Rs 2,000 cr
A glance back at some of the important ups and down Indian Inc faced in 2018.
The 30-share Sensex was up 188 points at 28,415 and the 50-share Nifty was up 58 points at 8,584.
Banks stocks continued to trade weak along with FMCG major ITC.
'There is no change in the overall story of economic recovery.'
Major global indices like CAC 40, DAX Shanghai Composite, Hang Seng, Nikkei, Straits Times, Sensex, Nifty have lost 1% - 10% in a week
The year 2014-15 could well go as one of long-pending financial sector reforms, expected to have a lasting impact.
Lower inflation, FCNR(B) outflows likely to influence central bank decision
In last few years, a number of global players have exited the Indian mutual fund business.
Increased demand from oil importers for the American currency and a weak opening in the domestic stock market also put pressure on the rupee.
Most Asian markets were trading weak on Monday.
Half a dozen companies looking to tap the market as the Indian rupee stabilises and oil prices cool down.
The FMCG index gained more than 1% on the back of stellar gains in ITC.
Small stocks made a dashing comeback in 2020 after delivering negative returns in the last two years as increased retail investor participation in pandemic times saw small-cap index surging up to 31 per cent and outperforming the bigger benchmark gauge. This year turned out to be eventful for the equity market, witnessing bearish and bullish sentiments at different points of time. While the initial part of COVID-ravaged 2020 saw the bears in full force amid concerns related to the pandemic and lockdowns hurting economic activities, bulls made a comeback towards the latter half of the year. As the market swayed with many lows as well as highs, small and mid-cap indices emerged as markets favourites in 2020.
Several Sensex stocks hits 52-week low in intra-day trade on Monday with financials leading the decline.
No stock on BSE Sensex ended in red while only 3 stocks in the broader Nifty50 index settled the day negative
Analysts now expect India Inc to report a decline in both top line and bottom line for the September quarter.
India's foreign exchange reserves are at an all-time high.
FIIs pump in $1.4 billion in March, after pulling out $2.9 billion in Jan-Feb.
Voting for the 2014 general elections will begin in April and it is expected Budget 2014-15 will be presented in June.
Brokerages expect revenue growth at a 7-quarter high but profitability may disappoint.
Most analysts expect the note ban to sharply hit GVA growth in Q3 and Q4, and the central bank's stance is being called into question.
After the April-July fiscal deficit data was released on August 31, several analysts hinted that the government may need to go for cuts in capital expenditure to meet the fiscal deficit target.
India Inc is ready to diversify into unchartered areas.