With the RBI infusing Rs 7.5 lakh crore in liquidity -- and possibly more in the future -- the short- to medium-term corporate bond market is expected to benefit.
Several leading scientists, academicians, and agriculturalists have called for raising government support for research and development to make Indian agriculture future-ready.
The majority of active largecap funds are set to outperform for the second year in a row in 2024, thanks to the strong performance of their midcap and smallcap allocations.
Novice investors must understand that volatility is an inherent part of equity markets and learn to navigate through such phases.
Ask rediffGURU and PF expert Milind Vadjikar your insurance, stocks, mutual fund and personal finance-related questions.
'As the Indian economy continues to expand over the next three years, mid- and small-caps should do well as they have higher exposure to the domestic economy than large-caps.'
'When interest rates rise, the NAVs of these funds will fall.' However, they won't fall as much as longer-duration funds.
With this allocation of portfolios, the Sharad Pawar-led NCP has got most of the 'plum' ministries.
Largecap, flexicap, and balanced advantage funds together recorded a net inflow of Rs 9,363 crore in August, representing a 70% increase from the previous month's total.
A broad consensus has emerged among top Bharatiya Janata Party leaders and other Mahayuti allies to drop ministers facing serious allegations of corruption in the new government, a Shiv Sena leader said on Tuesday.
Market reaction to the Union Budget was overall neutral. The income tax "gift" wasn't enough to move the needle. There was some apparent rationalisation of Customs duty structure as well as cuts on import duties of some key components for the telecom and IT industry and duty cuts on vehicle imports. Other proposals related to development of agriculture and rural economy and renewables seem to be generally positive.
Mutual funds (MFs) reinforced their record monthly inflows in October with an investment of Rs 87,000 crore (up to October 29), softening the downside pressure on domestic markets. Their prior record for monthly inflows was Rs 48,139 crore in May. This unprecedented monthly buying partially countered record monthly sales by foreign portfolio investors (FPIs) of Rs 1.1 trillion last month.
Invest in these funds through the SIP route with at least a seven-year horizon.
Foreign portfolio investors (FPIs) withdrew Rs 14,790 crore ($1.8 billion) from financial stocks in the first half of August, driven by global risk aversion sparked by US recession fears. Additional factors contributing to the decline in banking stocks included subdued earnings growth in the June quarter, concerns about slowing deposit growth, and stricter liquidity norms imposed by the Reserve Bank of India.
A portfolio can be rebalanced by either selling a portion of the outperforming asset class or by buying more of the underperforming asset class.
He dropped those perceived to be non-performers or whose integrity came into question, and also where it was felt they needed to learn a lesson or two in humility.
'This is also a time when you realise that short-term trading and dabbling in derivatives may result in financial losses.'
Investors keen on mid and smallcap stocks but wary of volatility should consider multicap equity schemes over standalone midcap or smallcap schemes.
Allocation to bank deposits -- fixed deposits, savings account deposits, and current account deposits -- came down.
'A 10 to 15 per cent allocation to gold in portfolios reduces risk without compromising on potential returns.'
Goldman Sachs expects gold to reach $3,150 per ounce in the international market by December 2025, up around 19.1 per cent from its current level of $2,645, according to a recent report in Business Standard. Domestically, gold is trading at Rs 76,018 per 10 grams after delivering a remarkable 21.9 per cent return in the past year.
India's stock markets corrected recently but foreign money is likely to chase China rather than India in the short-to-medium term, said Chris Wood, global head of equity strategy at Jefferies, on Thursday. Wood told the Business Standard Manthan Summit in New Delhi he is bullish about Indian equities from a long-term perspective, but for the short term he is cautious given the quantum of foreign investor (FII) outflows and valuation woes.
Do not keep a large portion of your long-term portfolio in FDs.
The rising market poses a dilemma for investors on whether to continue buying, reduce equity holding, or exit equities altogether.
Dwaipayan Bose simplifies the whys and hows of revisiting your financial goals
Adopting overly aggressive strategies without considering risk could lead to significant losses during the next downturn.
'Like every Budget, this time, too, there is chatter around tinkering with the long-term capital gains tax.' 'Investors may not want to jump into the markets until there is clarity on this front.'
'A mid-year review makes the end-of-year financial review manageable and less stressful.'
Let reason, not emotion, guide your decisions.
'Ajit Pawar is trying to sideline us; he is trying to be in the BJP's good books at our cost.'
From the 30-share Sensex pack, Tata Consultancy Services, Infosys, NTPC, HCL Technologies, Axis Bank, Tech Mahindra, Bajaj Finserv, Sun Pharma, IndusInd Bank and Reliance Industries were the major laggards. Tata Steel, Hindustan Unilever, Mahindra & Mahindra, Nestle and State Bank of India were among the gainers.
Multi-asset allocation funds emerged as the most popular option for MFs as they provided the needed flexibility.
'Value index funds are most appropriate for long-term investors who can withstand deeper drawdowns.'
'You should always maintain an allocation to gold as it has the ability to counterbalance any correction in the equity market.'
Omkeshwar Singh, head, Rank MF, a mutual fund investment platform, answers your queries.
'Investors with foreign currency-denominated goals, such as foreign education or foreign travel, should go for US equity funds.'
Pawar said, "I will meet PM Narendra Modi on July 18. During the meeting, I will take up various issues related to farmers with him. (NCP leader) Praful Patel and I will attend the National Democratic Alliance (NDA) meeting."
Maharashtra Chief Minister Devendra Fadnavis on Thursday said the names of the probable ministers from the Bharatiya Janata Party in his cabinet have been shortlisted and the final decision will be taken by the party's central leadership.
'It's advisable not to go overboard on a banking sector fund or any other sector fund.'
'It pains me when Marathi film-makers come to me and say that Marathi cinema is not getting the right platform.'
