The froth in the small and midcap (SMID) space is limited to a few pockets, but regulatory scrutiny could lead to sustained volatility, observe India's top-drawer wealth managers. They add that they have been advising clients to reduce their exposure to smallcaps. Anand Rathi Wealth, which manages investor wealth through mutual funds (MFs), reports that its exposure to smallcap stocks, both through MFs and directly, has decreased by nearly 7 percentage points in the past few months, now standing at 23 per cent.
"We are seeing the feel-good factor is back. It's only a matter of time before the entire economic engine starts working seamlessly," says Motilal Oswal.
RBI's interest rate decision, macroeconomic data announcements and global trends are the key factors that would dictate the momentum in the equity market this week, analysts said.
After a subdued first quarter of 2025-26 (Q1FY26), banks are now betting big on the festive season, rolling out attractive loan offers to boost credit growth in the second half of the current financial year (H2FY26) - a trend likely to be further accentuated by the second-order effects of the good services tax (GST) cuts.
Ask rediffGURU Reetika Sharma your insurance, mutual fund and personal finance-related questions.
Shares of Motilal Oswal Financial Services, Edelweiss Financial Services and IIFL Holdings have all doubled in the past one year against the Sensex's 23 per cent gain.
Stock markets will be driven by further developments on the US-China tariff war front along with quarterly earnings announcements from IT majors Wipro and Infosys in a holiday-shortened week, analysts said. Global market trends and trading activity of foreign investors would also dictate market movement this week, experts noted.
'If gold's recent surge has increased its allocation beyond 15 per cent in your portfolio, now may be a good time to rebalance.'
Indian investments in equity and debt account for the second-highest remittances outgo (about a quarter).
'Exposure to small and midcap stocks exceeded desired levels in many portfolios, prompting rebalancing.'
TCS tops the list of 100 wealth creators for the fourth time in a row
Most of the long-only funds are closed-ended. This means that investors have to lock in their money for a fixed period before they can take it back.
Axis Bank's acquisition of Citibank's consumer finance business for Rs 12,325 crore - the second biggest deal in the Indian banking sector - is seen as a good deal at a good price. The acquisition enables Axis Bank to close the gap with competition in some key segments such as credit cards. At the same time, there are some key issues that are crucial for the deal's success, apart from the fact that it will take some time for Axis to reap the full harvest of its investment.
'Consider 40% to 50% in equities, 10% in gold as a hedge, and the remaining 30% to 40% split between multi-asset funds and hybrid funds.'
Such a will, a cheaper and more convenient option, has to be signed by two witnesses.
Patience can be rewarding. 'Post-listing, sanity often returns to valuations of newly-listed businesses within six to nine months. Buy then.'
'Valuations were depressed at 8,000 (Nifty 50 index) levels. It was a free ride to 12,000 levels.' 'What went down had to come up. Now fundamentals have to support further gains.'
As share of cash volumes in trading mix sees decline, it will result in moderation of profitability from core broking operations.
A Codicil is a document created by the testator to make changes to an existing will, points out Sarbajeet K Sen.
ICICI Bank and SBI were among the top Sensex gainers along with FMCG majors ITC and HUL.
Trustees and protectors can help ring-fence your trust deed and ensure it is executed exactly the way you want, for the benefit of your children, after you are no more.
If new goals have emerged, this is the time to make fresh investments.
Samvat 2070 was a great year for top Indian conglomerates in the stock markets.
Completed projects saw an improvement of 29.2 per cent over the June quarter, which is valued at Rs 0.31 trillion.
Nikunj Saraf, Vice President Choice Wealth, answers your queries.
Parents should secure thier special child's future.
Be a disciplined investor for attractive returns, says fund managers.
Secondary market might be a better bet for investors
Over the past two decades, India has evolved economically as well as from the market's perspective.
Many people struggle to claim or liquidate investments and insurance policies due to procedural issues.
Cashi Crisis: Day 9: Aaj ki Taaza Khabar!
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