Page 31 - Abhishek Kumar/workspace/business Standard Web/video

High starting valuations dampen equity outlook in 2024: Neelesh Surana

Neelesh Surana expresses concerns over the quality of rally in certain smallcap pockets

Mutual fund exposure to corporate bonds nearly flat in five years

Fund managers' preference for sovereign bonds in the recent past has also impacted MFs' corporate bond investments

MF investors pulled out record Rs 11K crore from SIPs in Dec 2023

Intensified redemption pressure came amid profit-taking by investors after a sharp market rally

Motilal Oswal shares jump 11% after it reported 191% profit growth in Q3

The jump in profit was aided by comparatively lower growth in expenses

Rs 8 trillion wiped out as markets shed 1.5%; Zee shares slump 30%

Selloff led by banks, oil and gas stocks, FMCG, and metals

Upbeat on debt market amid rate cut hopes, index inclusion: Mihir Vora

Vora says investors should look at longer duration to benefit from the decline in interest rates

Global investors willing to pay premium for India story: Manraj S Sekhon

Sekhon says India's low-correlation with other key markets makes it an ideal bet for diversification

Market regulator Sebi planning comprehensive stress tests of equity schemes

Initial round done, more tests planned, particularly of schemes with high, small and midcap exposure

Higher valuations the only spoiler for equities this year: Kenneth Andrade

Andrade says apart from valuations, the risks could emerge on the geopolitical front

Market analysts expect 'quality, growth' stocks to make comeback in 2024

Value investing expected to lag after close to three years of outperformance

Equity market in bullish zone even as valuations rise: Bajaj Finserv AMC

The AMC's behavioural indicator, which tracks investors' behaviour in four markets - currency, commodity, bond and equity, has been showing a bullish signal since April 2023

Fund houses on Sebi's radar for sops to mutual fund distributors

MFDs offered sponsored trips as sales boosting exercise

Mutual funds lapped up bank shares in December on valuation comfort

Amid high valuations across most of the market segments, most fund managers are seeing opportunity in the banking sector, especially large private banks

Stable macro, elevated earnings growth to support equities in 2024: Chawla

First half of the current financial year witnessed strong earnings growth of about 30 per cent for the Nifty50 index, says Chawla

Valuations stretched and time or price correction likely, says Ajay Tyagi

Tyagi says private banks, consumer services and consumer discretionary look attractive even as the market has turned expensive across most of the segments

Retail investors' share in MF AUM goes past 60% for the first time in Dec

The retail pie in the MF AUM has been inching upwards for some years now, with the pace picking up after the Covid-19 pandemic

Expect mid-teen equity returns, no rate cut in 2024, says ABSL AMC

Economic growth, the AMC said, is expected to be led by investments

Flexicap funds fail to flex muscle as schemes stick to largecap bias

Flexicap fund managers maintain over 60% allocation in largecaps consistently, say experts

Old Bridge MF launches maiden offering in old bridge focused equity fund

As per the fund house, the scheme will go by the 'buy and hold' strategy and will look to invest in companies that have low debt and high capital efficiency

Eyeing Rs 100 trn AUM, 100 mn investors by 2030 for mutual funds: Amfi CEO

The mutual fund (MF) industry has achieved scale in recent years but there is still a long runway for growth, says Venkat Nageswar Chalasani in an interview with Abhishek Kumar