SBI Funds IPO priced at discount to listed AMCs on valuation metrics

SBI Funds Management’s IPO is priced at a discount to listed asset management companies. Its valuation reflects a lower share of equity-oriented schemes compared to peers. Equity funds generate higher fee income and profitability for asset managers. Investors typically assign premium valuations to asset managers with a larger equity franchise. This preference may explain SBI […]

Shriram Finance taps foreign banks for cheaper debt

DBS Bank, HSBC, Standard Chartered and MUFG are among the banks which have lined up to provide this loan. ET could not ascertain the names of all lenders. “The loan has been launched with half a dozen banks already lining up for the first underwriting.

Jewellery companies put shine on D-St with strong biz updates

Jewellery stocks surged significantly on Thursday, defying broader market weakness. Companies reported robust business updates for the April-June quarter, showcasing resilience. Senco Gold and Kalyan Jewellers posted strong revenue and same-store sales growth. Despite macroeconomic challenges, demand for organised players remained healthy. Investors are advised to focus on fundamentally strong, organised jewellery companies.

Inflation concerns prevailed in Kevin Warsh’s first FOMC meeting: Fed minutes

During its June meeting, the Federal Reserve decided to keep interest rates unchanged. Committee members expressed concerns about rising inflation and ongoing supply chain disruptions. Economic indicators for the second quarter showed robust growth, and the job market appeared resilient. Although inflation forecasts were adjusted upward, a decline is anticipated later this year, with the […]

59% of large and midcap stocks are at least 20% below their record highs

Around 59% of large and midcap stocks are trading at least 20% below their all-time highs after the recent market correction, creating attractive long-term investment opportunities, according to Abakkus Mutual Fund. The fund house believes improving earnings, reasonable valuations and active stock selection could drive the next phase of returns.

AI selloff drives quant funds’ worst performance since August

Hedge funds have recently faced substantial setbacks, primarily due to widespread trades within unstable markets. Systematic managers lost about 25% of their returns for the year, significantly affecting their overall performance. This downturn arose from substantial bets on U.S. and Asian equities, both of which faced dramatic price fluctuations. Additionally, fundamental managers also reported losses […]

India’s listed new-age companies may hit $1 trillion market value by 2030: Redseer

India’s new-age firms are set to hit a valuation of one trillion dollars by 2030, with approximately 210 companies preparing to enter public markets within the next two years. There’s a noticeable uptick in participation from domestic institutional investors in the IPO arena. Today’s investors are emphasizing companies that exhibit profitable growth and resilience, resulting […]