Page 3 - Equity Investors
Equity investors lose over Rs 5.82 trillion in three consecutive sessions
Feeble global cues, foreign fund outflows and concerns over policy tightening by central banks have led to the selling pressure, experts said
 "Equity investors lose over Rs 5.82 trillion in three consecutive sessions")
Budget 2022: Equity investors become richer by about Rs 3 trillion
Equity investors became richer by more than Rs 2.99 lakh crore on Tuesday as the Union Budget was well received by the stock market. On the Budget Day, the 30-share BSE index jumped 848.40 points or 1.46 per cent to settle at 58,862.57. During the day, it gained 1,018.03 points to 59,032.20. It was merriment on the Dalal Street, as the market capitalisation of BSE-listed companies jumped by Rs 2,99,354.61 crore to Rs 2,67,40,561.79 crore. This is the second day of gain for the market and in two days investors' wealth has zoomed Rs 6,32,857.56 crore to reach Rs 2,67,40,561.79 crore. "The equity markets were cheerful on announcement of huge outlay of capital expenditure in overall infrastructure development. This Union Budget will also lay the foundation for economic growth through public investments as India emerges from a pandemic induced slump. "Hardly any tinkering with tax & avoiding populist measures was also received well by the market participants," said Devang Mehta, Head
 "Budget 2022: Equity investors become richer by about Rs 3 trillion")
FMCG not safe-haven bets for investors, analysts see more underperformance
The FMCG index had outperformed the broader market in previous corrections like in 2011, 2015, and 2018
 "FMCG not safe-haven bets for investors, analysts see more underperformance")
Well-managed companies attract equity investors: Nirmala Sitharaman
Sitharaman said advise given by company secretaries to businesses is going to make a lot of difference as only "well-managed" companies following good governance practices are attracting investors
 "Well-managed companies attract equity investors: Nirmala Sitharaman")
Investor flows into equity MFs slow down, hybrid schemes accelerate
Investors shift preference amid elevated market level
 "Investor flows into equity MFs slow down, hybrid schemes accelerate")
Even after $1.5-trn rout, China tech traders see more pain due to scrutiny
A stock rout triggered by Beijing's widening clampdown has left Tencent Holdings Ltd. trading at a price-to-book ratio lower than during the 2008 financial crisis
 "Even after $1.5-trn rout, China tech traders see more pain due to scrutiny")
JSW Cement to raise up to Rs 1,500 crore from two global equity investors
Deal structured as a PE deal with compulsorily convertible preference shares issued to the investors; conversion into equity will be based on performance and valuation at the time of IPO
 "JSW Cement to raise up to Rs 1,500 crore from two global equity investors")
Choose curated portfolios to avoid rookie mistakes, say analysts
Avoid offerings that are too concentrated or have very high churn
 "Choose curated portfolios to avoid rookie mistakes, say analysts")
It's time to trade carefully as equity markets hit lifetime highs
With the markets trading at above fair valuations, investors should eschew risky bets
 "It's time to trade carefully as equity markets hit lifetime highs")
Taper tantrum, inflation surpass Covid as top market risk: BofA survey
An overwhelming 93 per cent of FMS investors expect higher inflation in the next 12 months
 "Taper tantrum, inflation surpass Covid as top market risk: BofA survey")
From Britannia to Nestle, consumer companies turn laggards on Street
BSE FMCG index has gained just 2.4% since the Union Budget, compared to the 11.4% rally in the benchmark during the period
 "From Britannia to Nestle, consumer companies turn laggards on Street")
Diverse responses to the Budget
The finance minister did very well for equity market investors. How did she fare with households?
Tips to ride market volatility & sectors to invest in ahead of Budget 2021
Listen to the podcast to know how one should play this volatile market ahead of the Budget presentation, scheduled on February 1, 2021
 "Tips to ride market volatility & sectors to invest in ahead of Budget 2021")
For high equity exposure, investors should select aggressive hybrid funds
Choose separate equity and debt funds for greater control over asset allocation
 "For high equity exposure, investors should select aggressive hybrid funds")
2021 could be the year of mid-and small-caps, say analysts
Analysts attribute the surge to a host of factors, particularly the interest shown by the retail investors in these two market segments.
 "2021 could be the year of mid-and small-caps, say analysts")
Despite poor show in Q4, India Inc's combined dividend payout rises 6.5%
Experts attribute the higher payout to the change in dividend law and cut in corporate income tax.
 "Despite poor show in Q4, India Inc's combined dividend payout rises 6.5%")
Investors cheer as nearly 90% of top-500 stocks log gains in June
Best month in terms of advance-decline ratio for Nifty 500despite headwinds such as rising covid-19 infections, India-China standof and ratings downgrade by Moody's Investors Service
 "Investors cheer as nearly 90% of top-500 stocks log gains in June")
Covid-19 impact: March meltdown sees PMS returns dropping by up to 41%
Close to 45% of multi-cap strategies fall more than respective benchmarks
 "Covid-19 impact: March meltdown sees PMS returns dropping by up to 41%")
Investors wealth falls by Rs 3.35 trn in two days as sentiment remain weak
Led by the two-day decline in equities, the market capitalisation of BSE-listed companies dropped by Rs 3,35,192.89 crore to Rs 1,09,63,832.17 crore
 "Investors wealth falls by Rs 3.35 trn in two days as sentiment remain weak")
Don't increase your equity allocations
Better bargains may be available in the next few months
