'The day that the market realises that they've overspent (on AI) and there's a sudden collapse in the capex, then India can start outperforming again.'
The rupee recovered 55 paise from its all-time low level to close at 90.38 against the US dollar after a volatile trade on Wednesday, amid suspected aggressive central bank intervention.
'New investors should enter gradually and stay cautious.' 'Silver is a structural multi-year story, but timing matters in a high-volatility metal.'
'First-time or conservative investors should avoid narrow sectoral funds.'
Passive funds appeal to investors seeking to avoid the risk of underperformance by the fund manager and minimise the need for frequent chopping and changing of funds.
'For most investors, I recommend a low double-digit allocation (10 to 12 per cent) to gold and silver combined.'
'Investing in these funds makes sense if their net yield over better-quality funds -- corporate bond funds or banking and PSU funds -- is meaningful.'
Investors should avoid making drastic changes to their asset allocation during a market correction.
'Investing abroad helps mitigate currency risk for foreign-currency denominated goals, such as children's higher education and international travel.'
Mutual funds are increasingly launching schemes to take advantage of the infrastructure boom, both within the country and globally. The schemes will invest in companies that will benefit from the multi-billion dollar investments required in ports, roads, telecom, construction, engineering and aviation across the world in the coming years.
Last week, gold achieved a new peak at Rs 16,100 per 10 grams, after the precious metal in the overseas markets surged to $1,003 an ounce to a six-month high as a weaker dollar boost its appeal as an alternative investment. With most of the asset classes giving positive returns, investment demand for gold is rising, she said, adding, there has been a net inflow of about Rs 80 crore (Rs 800 million) in the last three months (June-August).
With the listing of Reliance gold ETF on the National Stock Exchange (NSE) on Wednesday, four fund houses (Benchmark, UTI Mutual Fund and Kotak Mutual Fund being the other three) currently offer gold ETFs to Indian investors.
A study of the top ten mutual funds' equity portfolios as on March 30 reveals that funds bought huge chunks of metal major SAIL, engineering stock KEC Infrastructures, while diluted their exposure to FMCG major ITC.
Paper gold saves your investments from volatility, and you from hassles that come with the physical form. The chance of good returns gives that extra shine.
T'I am not going to buy small- or mid-cap stocks at very high valuations if it doesn't make sense for the investors.'
The government has been pressing citizens to pay taxes and be compliant, but they have very little to show regarding improved efficiencies in the companies they themselves own, the fund managers said.
'There is no need to do anything, let your SIPs get deducted every month, and stick to your allocation between equity, fixed income and emergency funds and your risk covers.'
When you buy a stock, especially a mid- and small-cap one, have a price target. Once you hit the target, exit the stock, advises Joydeep Ghosh.
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 recent circular follows the 'true-to-label' concept, but large funds in the multi-cap category may be forced to merge in the absence of sufficient small-cap options.
With RBI holding on to rates, investors should avoid longer duration funds for the near future, experts tell Joydeep Ghosh
How investors can tweak their fixed income investments to earn more in the current environment.
Select companies in infra, capital goods, private banks, auto, oil & gas, and mining could be considered by investors.
The company has a market capitalisation of $743 billion.
They help diversify portfolio and are less risky.
'Markets are likely to remain choppy for the next 6 months.'
Investing heavily in a top-performing fund during good times can cause long-term pain. Don't invest lump sum at market peaks.
Focus on large-caps and ensure that the portfolio is balanced.
The move comes within months of a crisis at JPMorgan Asset Management Company.
Motherson Sumi, Tata Steel, Jaguar Land Rover will face higher cost.
Joydeep Ghosh takes stock of personal finances after the life-altering surprises of 2016.
Banks led the decline with Nifty Bank and BSE Bank index dropping over 3% each.
The banking sector's credibility is on thin ice. Unless the government takes strict steps, things could get worse.
For a while, it seemed the markets were going on a free fall.
Markets have witnessed a gap down opening mirroring losses in the global equities with US markets taking a hit on worries about the health of Chinese economy.
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