Monthly SIP figures presented by the mutual fund industry only show inflows, not investor commitment. Publishing net SIP flows, accounting for outflows, would provide a clearer picture of money mobilization and trends. While industry bodies raise concerns about comparing current inflows with past redemptions, transparency is crucial for investor trust.
Earnings growth to stay robust at 14–16%; IT correction a buying opportunity: Vikas Khemani
India’s IT sector is poised for a comeback, with AI expected to boost, not hinder, growth. Vikas Khemani of Carnelian Asset Management sees excessive pessimism,