Equity Investors

Smallcap funds: Normalised valuations make a case for long-term investors

Allocation should be commensurate with investor's risk appetite and horizon

BS BFSI Summit: Stock-picking, patience key as market turns bottom-up

At Business Standard's BFSI Summit, fund managers said equity investors must focus on fundamentals and long-term discipline as markets adjust after years of post-pandemic exuberance

Samvat 2082: Investors likely to see up to 15% returns from equities

Pickup in earnings growth and sustained foreign flows hold key

Private equity investors see public markets driving exits in India

Healthcare and life sciences are emerging as key sectors for private capital, with significant deal flow and exits

Rebalance your investments away from equities and gold in favour of debt

This review exercise must be undertaken to restore the portfolio's risk profile to its original level

Equity investors become poorer by Rs 7.37 trillion as markets tumble

Investors' wealth eroded by Rs 7.37 lakh crore on Monday morning, as the equity markets fell sharply with the BSE Sensex tumbling 1,192 points. Markets were dragged down by Reliance Industries and unabated selling by foreign investors. Investors also turned cautious ahead of the US presidential elections and Federal Reserve interest rate decision scheduled to be announced later this week. The BSE benchmark tanked 1,192 points to 78,532.12 during the morning trade. In-line with a weak trend in equities, the market capitalisation of BSE-listed firms eroded by Rs 7,37,744.54 crore to Rs 4,40,72,863.01 crore (USD 5.24 trillion). From the 30-share Sensex pack, Sun Pharma, NTPC, Reliance Industries, Adani Ports, Power Grid, Tata Motors, Titan and Tata Steel were among the major laggards. Mahindra & Mahindra, Tech Mahindra, HCL Technologies and IndusInd Bank were the gainers. Foreign Institutional Investors (FIIs) offloaded equities worth Rs 211.93 crore on Friday, according to exchange

Equity investors poorer by Rs 7.15 trn in morning trade as markets slump

Investors' wealth eroded by a whopping Rs 7.15 lakh crore during the morning trade on Friday as equity markets tumbled, driven by sharp fall in IndusInd Bank shares and unabated foreign fund outflows. The BSE Sensex tanked 708.69 points to 79,356.47 and the NSE Nifty plunged 286.35 points to 24,113.05. Tracking the weak trend in equities, the market capitalisation of BSE-listed firms tumbled Rs 7,15,739.19 crore to Rs 4,36,63,565.73 crore (USD 5.19 trillion) during the morning trade. From the 30 Sensex pack, IndusInd Bank plunged over 19 per cent after the firm reported a 40 per cent decline in September quarter net profit at Rs 1,331 crore, pulled down majorly by concerns about asset quality. Mahindra & Mahindra, NTPC, Larsen & Toubro, Adani Ports, Titan, Tata Steel and JSW Steel were also among the laggards. From the blue-chip pack, ITC jumped over 3 per cent after the diversified entity reported an 1.8 per cent increase in its consolidated net profit to Rs 5,054.43 crore in

Pvt equity investment in real estate down 4% to $2.3 bn in Apr-Sep: Anarock

Private equity investments in the Indian real estate sector declined 4 per cent to USD 2.3 billion in the first half of this fiscal year due to lower inflow in office assets, according to Anarock. Real estate consultant Anarock noted that the total number of deals declined to 17 in April-September this year from 24 in the corresponding period of the preceding year. Shobhit Agarwal, MD & CEO of ANAROCK Capital, said, "Private equity investments in offices are primarily driven by foreign investors, which have tapered down due to global factors such as geopolitical tensions and elevated interest rates." However, he added that the aggregate numbers and the dominance of foreign investors in the Indian real estate remained largely stable due to the ADIA/KKR investment in the Reliance Retail warehousing assets. Private equity investments stood at USD 1.2 billion in the first half of 2020-21 fiscal; USD 2 billion in H1 2021-22; USD 2.8 billion in H1 2022-23; USD 2.4 billion in ...

Investors must temper return hopes after stellar equity run: Jaipuria

He shares that his focus remains on finding companies that fit their 'U's' philosophy - undervalued, underowned, and undiscovered

Prestige Estates raises Rs 5,000 crore by selling equity shares via QIP

Realty firm Prestige Estates Projects Ltd has raised Rs 5,000 crore by selling equity shares to institutional investors through private placement. The company had on August 29 launched its Qualified Institutional Placement (QIP) to raise funds. In a regulatory filing on Wednesday, Prestige Estates informed that a fundraising committee of the board approved the allocation of 2,98,68,578 equity shares at an issue price of Rs 1,674 apiece to eligible institutional investors. The issue price was at a discount of 4.62 per cent on the floor price of Rs 1,755.09 per share fixed by the panel. In July, the company had taken approval of its shareholders to raise capital by way of public or private offerings including through a QIP to eligible investors through an issuance of equity shares or other eligible securities for an amount not exceeding Rs 5,000 crore. Bengaluru-based Prestige Estates is one of the leading developers of the country, with a significant presence in the south Indian ..

Best of BS Opinion: Regression to mean or momentum?, A middle path, more

Here is the best of Business Standard's opinion pieces for today

Superstars for too long: Time to move away from India, US equity markets?

Investors face a crucial decision. While the US equity market may face short-term underperformance, the jury is still out on India's potential

Foreign equity investors turn to hedging over Lok Sabha poll jitters

Ahead of the results, the net open interest of put options on Indian indexes held by foreign investors hit the highest since at least January 2019

Sebi bats for higher flexibility in mutual funds, direct equity nominations

Proposes to give greater control to investors in terms of changes, additional inputs

State-run banks look to equity fundraising as perpetual bonds lose sheen

"This move has literally ended mutual fund investments in such papers, making fundraising more difficult," a trader with a private bank said

Equity investors become richer by Rs 3.24 trillion as markets rally

Investors' wealth grew by Rs 3.24 lakh crore on Thursday as the BSE Sensex jumped nearly 1 per cent after a two-day slide. The 30-share BSE Sensex jumped 490.97 points or 0.69 per cent to settle at 71,847.57. During the day, it rallied 598.19 points or 0.83 per cent to 71,954.79. The market capitalisation of BSE-listed companies climbed Rs 3,24,010.1 crore to hit an all-time high of Rs 3,68,32,843.41 crore. "Market bounced back after the last two negative trading days led by strong monthly business updates of leading banks, emphasizing robust credit growth. The realty sector was the highest gainer in anticipation of robust demand in the residential category, which was supported by healthy housing loans disbursement data announced by banks," Vinod Nair, Head of Research at Geojit Financial Services, said. Among the Sensex firms, Bajaj Finance jumped 4.44 per cent and NTPC climbed 3.54 per cent. IndusInd Bank, Axis Bank, Tata Motors, Nestle, Power Grid, Infosys, Bajaj Finserv and HDF

In the throes of Samvat 2079: A reward year for equity investors

In terms of relative global performance, India stood in the middle of the gap - outperforming emerging market peers but underperforming developed markets

Retail investors have grasped the power of equities: Vikas Khemani

VIKAS KHEMANI tells that the best risk management technique for investors is to invest in good companies with solid management capable of withstanding and managing volatility

Nearly 50% of equity investors redeem their MF investments within 2 years

The majority 59 per cent of investors still consider past performance as one of the key benchmarks for investing in mutual funds.

Equity investors become richer by Rs 3.43 trn in 2 days of market rally

Equity investors became richer by Rs 3.43 lakh crore in two days of market rally that saw the BSE benchmark Sensex touching the record 64,000-mark in intra-day trade on Wednesday. Extending the previous day's rally, the 30-share Sensex surged 499.39 points or 0.79 per cent to settle at its life time closing high of 63,915.42 points on Wednesday. During the day, the index jumped 634.41 points or 1 per cent to hit its all-time intra-day peak of 64,050.44 points. In two days, the market capitalisation of BSE-listed firms went up by Rs 3,43,718.15 crore to Rs 2,94,11,131.69 crore. Earlier, on June 21, the market capitalisation of BSE-listed firms had hit an all-time high of Rs 2,94,36,594.50 crore. "Domestic equities had a dream run with Nifty and Sensex scaling life time highs. Strong institutional flows, healthy macros, and robust earnings growth drove the domestic market toward new highs," Siddhartha Khemka, Head - Retail Research at Motilal Oswal Financial Services Ltd, said. All