A little over 80 per cent of the orders placed on domestic stock markets are generated by algorithms. Samie Modak reports on the whats and whys of algos.
Sebi has allowed mutual fund schemes the option of 'side-pocketing' which move will help both fund houses and investors.
2018 has been a disappointing and highly volatile year for equity investors.
'It is easy to dramatise the events of today, but it is far more important to focus on the fact that we have a radically overvalued financial sector. It is a house of cards.'
Higher dividend taxes, falling valuations make alternative shareholder payment attractive.
Sensex up just 6.5% while the best returns were during Manmohan Singh, with the Sensex soaring nearly 167.5%.
The stock market regulator's definition of large, mid, and small-cap companies has irked mutual fund managers, reports Samie Modak.
The long-term sustainability of the ongoing market rally is difficult as earnings growth remains a challenge, says Herald Van Der Linde, head of equity strategy, Asia-Pacific, at HSBC.
Market players said the sell-off was triggered by pessimism that the government may not be able to balance growth with macro-stability.
Most brokerages have maintained their Sensex and Nifty targets as they believe there is little room for further re-rating in the backdrop of weak earnings.
The stocks could tank more than what it did after the United Progressive Alliance-1 came to power in 2004, as the market has not yet priced in a Bharatiya Janata Party defeat, says Raj Bhatt.
Given the strong growth in Asia and easy monetary stance taken by central banks other than the US Federal Reserve (US Fed), overseas investors will soon start re-investing in risky assets, says Abhiram Eleswarapu, head of equity research, BNP Paribas Securities India.
Jonathan Garner, chief Asia and emerging markets equity strategist, Morgan Stanley, gives Samie Modak his assessment of the Indian economy after 3 years of Modi Sarkar.
Domestic investors have managed very well to minimise the impact caused by relentless selling by foreign portfolio investors.
'Earnings revival could be two quarters away.'
'The IPO window has been more or less open since the new government in 2014.'
Retail investors have matured and have moved away from investing in only in-vogue products, says the managing director and chief executive officer of ICICI Prudential AMC.
Asia to stay flat in 2017. India is better-placed given its low export dependence and it should outperform Asian peers this year says Mixo Das, India strategist for financial major Nomura
Equity markets are currently difficult to gauge as the market has probably priced in a lot of things ahead of actual events.
Bull run in the markets is likely to continue for next 5 years, says Motilal Oswal MD.
Debt funds have exposure of nearly Rs 8,000 crore to Zee group papers. Aditya Birla MF, HDFC MF, Franklin Templeton MF, and ICICI Prudential MF have the highest exposure, reports Samie Modak.
'Most investors are still waiting for the winners to correct.'
With Karnataka election results out of the way and as several key states, including Madhya Pradesh and Rajasthan, prepare for assembly polls later this year ahead of the 2019 general election, Shankar Sharma, vice-chairman and joint managing director, First Global, advises investors to ignore all the noise around the elections.
'Personally, I have reached that stage where I think material things can't give you any satisfaction.'
"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.
'Overall, the Indian economy is doing well.' 'Our economic fundamentals are strong and the early signs of recovery are sustainable.' 'This is positive for the market in the long run.'
'We saw people tripping over each other, running, screaming.' 'You could see people running with their daily briefcase despite suffering deep cuts and blood pouring from them.'
What was the fraud? Why did Sebi drag its feet on the order? What options does RIL have now? Samie Modak explains these and more.
On one hand, Limaye will have to battle legacy issues, while, on the other hand, he will have to ensure that the exchange is able to maintain its leadership position.
'We are overweight on India, as it is one of the best in emerging markets (EMs)'
The commission asks for notification to be deferred; RIL's KG-D6 pricing issue may return to Cabinet
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