'The shifts in US involvement in global conflicts and geopolitical alliances could introduce uncertainties.'
Ask rediffGURU Naveenn Kummar your insurance mutual fund and personal finance-related questions.
Retail investors have become a force to reckon with in the last 10 years with their ownership of Indian equities rising 800 basis points, or 8 per cent, to 23.4 per cent during this period, suggests a recent note from Morgan Stanley. This number, Morgan Stanley said, is set to rise in the next few years as Indian households are still underinvested in equities. India's demographics, policy framework, investor education and modest positive real rates, it said, will fuel the 'equity cult' in India.
'It's important that every portfolio is well diversified.' 'My own portfolio is diversified across asset classes: 50% is in equity funds, 15% in international schemes, 25% in debt funds and 10% in sovereign gold bonds.'
Despite all the noise around India's chance to leverage the China-plus one strategy, India's share of global foreign direct investment (FDI) inflows fell from 3.5 per cent in the first nine months of 2022 to 2.19 per cent in the same period in 2023, according to OECD data. The sharp drop of 54 per cent is much steeper than the overall global FDI inflow decline of 26 per cent in the first nine months. FDI inflows to China have fallen dramatically from a share of 12.5 per cent in the first nine months of 2022 to only 1.7 per cent in the same period in 2023.
Don't exit from growth-style funds as they may benefit next from a shift in investor preference.
'The potential headwind is that the Indian economy is likely to see a slowdown in growth rates over the next two years.'
'In India, the GenAI startup ecosystem is unfolding with remarkable speed, signalling a new era of technological advancement and investment opportunities.'
Within three trading sessions in May, foreign portfolio investors (FPIs) have pumped in Rs 9,461 crore into Indian equities. This follows net inflows worth Rs 7,936 crore in March, and Rs 11,631 crore in April. The trend, analysts said, could continue going ahead as the US Federal Reserve may soon halt its interest rate hike cycle, which will strengthen foreign fund inflows into emerging markets, including India.
'Today, there is no easy money to be made after the run-up in equities.'
Brent crude prices fell to $57 a barrel on Monday from $62 a barrel.
Buoyed by the success of secondary market, IPO market set to see high action
'Very few of small investors stay invested for those three or four or five years.' 'If there's like a six month, one-year period when market is not doing well, you exit.' 'After the market has run up, you get in again.' 'This way you will never make returns.'
Global markets could correct 5-10 per cent. If that happens, Indian markets will correct about 10 per cent
Analysts agree China, Greece and US Fed developments need careful monitoring but India should gain, over time, from relative rise of the dollar and fall in commodity prices.
India has been a core portfolio holding for emerging market funds.
'This is the first time we will see how SIP investors react to market correction.'
The fuel reforms are a very important signal of the government's commitment to tough economic reforms.
Adani Group on Friday launched its Rs 31,000-crore open offer to acquire 26 per cent additional stake from the public shareholders of Swiss firm Holcim's two Indian listed entities ACC Ltd and Ambuja Cements. In May this year, the Adani Group had announced that it had clinched a deal to acquire a controlling stake in Holcim Ltd's businesses in India for $10.5 billion. Markets regulator Sebi granted approval for the open offer last week.
The beleaguered Deutsche Bank announced major overhaul of its business, which included discontinuing loss-making equities trading business, creating a new 'bad bank', and cutting 18,000 jobs. Deutsche Equities India employs 35 people, all of whom could face the job axe.
While analysts predicted the Sensex to cross 30,000 in 2016, the index currently stands 12% lower at 26,400.
Four of the founders of Infosys are seeking to raise about $1.1 billion by selling stakes in the company.
Both Sensex and the rupee posted slight gains on Monday but Brexit concerns lingered.
They have put in $14 billion so far in 2014 but this could get slower if the US Fed raises rates; however, there are expectations on compensatory flows.
The derivatives expiry on Thursday is also expected to add to the volatility.
Infosys co-founders N R Narayana Murthy and Nandan Nilekani along with their family members on Monday sold shares worth Rs 6,484 crore in the country's second largest software services firm.
Focus on large-caps and ensure that the portfolio is balanced.
About 48.5 million shares, or 20 per cent of the shares on offer, are reserved for retail investors
Except for September quarter, which had net inflows of $196 million, all other quarters had outflows.
Decline in the rupee coupled with a slide in the crude oil prices have dented the sentiments.
The company will finalise the final pricing for allotment of shares later.
