JPMorgan sees foreign investors flocking to Indian stocks after elections

Rajiv Batra of JPMorgan Chase & Co, says global funds’ positioning in India’s $4.3 trillion stock market remains light and investors will use any correction as an opportunity to increase holdings. His views come as overseas flows have become more volatile ahead of the national vote amid concerns over stretched valuations.

Best equity mutual funds deliver up to 84% return in FY24. Do you own any?

We considered all equity categories such as large cap, mid cap, small cap, large & mid cap, flexi cap, focused fund, ELSS, multi cap, value, contra fund, and sectoral/thematic fund categories. We considered regular and growth option schemes. We calculated returns offered by equity mutual fund schemes during the financial year 2023-24. We calculated returns […]

Saurabh Mukherjea picks 3 new stocks for HNI investors in his PMS fund

Mukherjea said City Union Bank’s valuations are attractive at 1.1x FY25E P/B. Marcellus said that considering the bank’s stability and strong track record in the management team and its conservatism through multiple cycles in the past, the trend of consistent growth can continue in the future as well.

Isn’t Bitcoin better than Argentinian peso, wonders Uday Kotak

“When countries manage macro badly, savers move to protect the value of their savings. Traditionally it was gold. Now bitcoin too! While I am not convinced about bitcoin, would it not be better than the Argentinian peso with 276% inflation?,” Kotak said on X.