ETMarkets Smart Talk: Indian equities can deliver 12–13% CAGR despite global volatility: Sujan Hajra
Sujan Hajra from Anand Rathi Group remains optimistic about India’s growth and equity market, anticipating 12-13% annualised returns from large-cap equities. Despite global volatility and tariff tensions, India’s resilient macro fundamentals and reasonable valuations support this outlook. He suggests overweighting financials and IT, while underweighting automobiles and FMCG, advocating for a balanced portfolio with fixed […]
Best arbitrage mutual funds to invest in April 2025
Arbitrage mutual funds exploit price differences between cash and derivatives markets, delivering equity-like taxation (12.5% LTCG, 20% STCG). They thrive on volatility, independent of interest rates. Top picks for April 2025 include Kotak Equity Arbitrage and Nippon India Arbitrage Funds. Selection is based on rolling returns, consistency, risk, and alpha.
Saurav Ghosh explains why now is the best time to explore bonds
In a rapidly changing investment landscape, bonds are emerging as a vital asset class for Indian investors looking for portfolio stability and predictable returns. With equities remaining volatile and fixed deposits offering sub-inflation returns post-tax, bonds are carving out a space as a reliable middle ground for both capital preservation and growth.Saurav Ghosh, Co-founder of […]
Only 3 passive mutual fund NFOs are open for subscription now
Three NFOs open: Kotak Nifty 10 Equal Weight until April 21; Nippon Nifty 500 Low Volatility & Quality 50 until April 30. Upcoming: Bajaj Next 50, Motilal Infra, Groww Gilt.
Top 5 AMCs with highest growth in AUM in January – March quarter
During January–March 2025, Motilal Oswal, ICICI Prudential, PPFAS, Bajaj Finserv, and WhiteOak Capital Mutual Funds experienced significant AUM growth, as per a PhillipCapital report.
Sensex jumps 4,700 points in 4 days of fast and furious rally. Time to ride the tide or sell on rise?
Indian stock markets are experiencing a powerful rally, with the Sensex and Nifty surging past resistance levels. Experts cite positive macro factors like falling inflation, supportive monetary policy, and increased government spending. FII inflows have returned, strengthening the rupee. While caution is advised due to upcoming earnings and global uncertainties, the overall outlook remains bullish, […]
D-St indices surge nearly 2%, erasing year’s losses; foreigners return
Indian stock markets experienced a significant surge, with the Nifty and Sensex jumping by 1.8% and 2% respectively, marking their best week in over three years. This rally, fueled by renewed foreign investment and reduced bearish sentiment, erased year-to-date losses. While Asian markets largely followed suit, US markets showed mixed performance amid concerns over Federal […]
Stock market holiday 2025: Are NSE, BSE closed or open today for Good Friday?
Stock exchanges will be closed on Good Friday, marking the end of April’s market holidays. The next trading breaks are scheduled for Maharashtra Day, Independence Day, and Ganesh Chaturthi. The past week saw a strong market rally fueled by positive economic factors and favorable forecasts, leading to sector- and stock-specific investment strategies.
IDFC First to raise Rs 7,500 cr in equity capital
IDFC First Bank is set to raise ₹7,500 crore through CCPS, with Warburg Pincus and ADIA investing ₹4,876 crore and ₹2,624 crore respectively. This move aims to bolster the bank’s capital adequacy as it focuses on expanding its infrastructure and new business segments.
Paytm, Adani Energy, among others, slated to join MSCI Global
Coromandel International and One 97 Communications may join the MSCI Global Standard Index. FSN E-Commerce and Adani Energy Solutions are also strong contenders. Nuvama Alternative Research predicts these changes. Thermax and Sona BLW Precision could be excluded. These adjustments will trigger significant fund reallocations. The announcement is expected on May 14. Changes will take effect […]