“However, the downside is that you don’t get the flexibility to buy some of the companies or brands that you might want to buy, for example, you want to invest more in Zoom or you want to invest in certain healthcare companies so then direct equity investment is a preferred option where it gives you the flexibility,” he said. … [Read more...] about Not FAANG, but Indian investors are lapping up ‘FAAMNG’ stocks
Indian share market holidays
The forthcoming US elections could be one major risk for US markets, which, in turn, can impact global markets. The other major risks could come from bond yields and the dollar index. Any sharp rise in bond yields and fear of them going up further could lead to a fall in equity markets. The dollar index has fallen by 10 percent from its peak, which has helped flows into the emerging markets and also fuelled a rally in other asset classes. As and when the US economy recovers from the pandemic and heads towards normalcy, the dollar index could rise. If the dollar index goes back to or above the 100-mark from the current levels of around 93, then it could lead to outflows from equities (especially emerging markets). … [Read more...] about ‘More MF outflows seen if market keeps rising; BFSI stocks can outperform in next one year’
Disclaimer: The views and investment tips expressed by investment experts on Moneycontrol.com are their own and not that of the website or its management. Moneycontrol.com advises users to check with certified experts before taking any investment decisions. … [Read more...] about After The Bell: Market ends flat; here’s what investors should do on Wednesday
A: The Make-in-India theme encompasses a wide gamut of initiatives, including import reduction and export promotion. While the initial thrust was to create growth and employment, it started getting traction due to the US-China trade frictions. Multinational companies started looking at alternate sourcing bases for exports. In this phase, while India did get some business, the bulk of the benefit went to countries like Vietnam, Thailand, Indonesia, Malaysia etc. The Government has declared packages for Electronics, Pharmaceutical sectors, and I believe that many sectors like Consumer Durables (AC, Fridges etc), Chemicals, Defence manufacturing etc. will get direct, indirect incentives in addition to tariff & non-tariff barriers. … [Read more...] about DAILY VOICE: Valuations of largecaps & polarization of market into top 10-20 stocks are biggest risks, says Mihir Vora of Max Life
Disclaimer: The views and investment tips expressed by investment experts on Moneycontrol.com are their own and not that of the website or its management. Moneycontrol.com advises users to check with certified experts before taking any investment decisions. … [Read more...] about Market cap-to-GDP ratio moves above long period average; time for caution?