Page 5 - Investment Strategies

Stock performance remains polarized even as Sensex, Nifty scale new highs

Morgan Stanley remain bullish on consumer discretionary, industrials, financials, and technology; and remain underweight all other sectors

From banks to IT, analysts bet on these sectors as markets hit record highs

Metals, state-owned oil marketing companies, and export/global economy-linked sectors may not see any meaningful rally

TMS Ep283: Wheat stocks, asset allocation, Andrew Holland, aircraft lease

Will India become an importer of wheat? Where should you park money, as deposit rates rise? What's Andrew Holland's take on markets in Samvat 2079? What is wet and dry lease of aircrafts? Answers here

20% allocation in gold ETF a better investment strategy: Quantum AMC

At a time when there are many risks and uncertainties in the global economy, a 20 per cent allocation to gold ETFs in an investment portfolio during Diwali is ideal, said Quantum AMC

Start-ups tap venture debt to stay afloat amid funding winter, say experts

The venture debt market is becoming popular within the start-up ecosystem with a lot of new funds coming up and limited partners also showing their interest in financing such investments

Indian markets are in midst of global quagmire: Harendra Kumar, Elara Sec

Equity markets are in a state of suspended animation - it is conflicted on which way to move. While global markets, and the rupee are flashing red signs, India is holding up due to its 'Atmanirbharta

Equities, Gold, FDs: Where should you invest as global headwinds rise?

With the domestic economy looking ripe to shine despite a possible global recession, analysts recommend investors look at investing a bulk of their investable surplus in equities

Time to diversify to global equities as central banks frontload rate hikes?

Though the recent rally in domestic equities has turned the markets expensive relative to peers, analysts still suggest investors focus on Indian equity markets

How RIL quietly reinvented its investment strategy to meet new goals

Nowhere in sight two years ago, the energy vertical now accounts for over a fourth of RIL's $6.4 bn war chest while telecom's share in dipping and retail has clearly become a laggard

American Express India appoints Sanjay Khanna as chief executive officer

In his new role, Sanjay Khanna will be leading several business development initiatives for American Express, while steering collaboration across its diverse businesses in India

MBSI to invest Rs 5,000 crore by 2025-end, says MD Shoji Shiraishi

MBSI has 3,300 units in its fleet and it expects to grow up to 9,500 units by the end of this year, Shiraishi told Business Standard in an interview.

Banks, FMCG: Time to bet on domestic economy-related sectors, say experts

Banks, Auto, FMCG, Hospitals, Domestic Industrials, and Discretionary may continue to outperform the 'Export + Cyclical'-oriented themes

Time to diversify debt investment; Rs to stay under pressure: Sandeep Yadav

The higher yields have provided a good entry point for debt investors after years of low yields

Stocks and sectors to bet on as the US economy faces a recession

Analysts expect the US economy to enter a recession in a few months. The impact will be felt across global financial markets. Which sectors and stocks are investment-worthy amid this uncertainty?

Martin Wolf on how he rates the performance of the government?

In an interview with Business Standard's Asit Ranjan Mishra, chief economics commentator, Martrin Wolf lists the success and failures of the Indian government on multiple fronts.

Recession is the best time to invest; put money now: Trideep Bhattacharya

The first six to nine months of this year (till July or August) will see more volatility, and money making would be difficult, says the CIO-Equities of Edewleiss AMC

June qtr could see some more earnings downgrades: Anoop Bhaskar, IDFC MF

We have raised cash levels across several of our funds, both for funding redemption pressure as well as pouncing on emerging opportunities, Bhaskar said

Cipla to invest Rs 26 cr in digital tech co GoApptiv to raise stake to 22%

Pharma company Cipla has agreed to acquire an additional stake for nearly Rs 26 crore in digital tech company GoApptiv Private to raise its shareholding to 22.02 per cent, the company said on Monday. The investment will be made in equity shares and Compulsorily Convertible Preference Shares and is likely to be completed within 30 days or such other date mutually agreed between the parties, Cipla said in a regulatory filing. Cipla's earlier investment in GoApptiv in June 2020 has yielded growth and expanded Cipla's channel reach across lower tier towns in India. "This investment will further strengthen our partnership with GoApptiv enabling wider patient reach with affordable and quality drugs and end-to-end brand marketing and channel engagement across tier 2-6 towns in India. 'Caring for Life' is at the heart of what we do and will guide us towards making such strategic investments to help make a difference in the lives of our patients," Umang Vohra, MD and Global CEO, Cipla Limite

Govt approves investment proposals worth Rs 86,824 cr for electronics mfg

The IT ministry has approved a total of 314 applications with proposed investments of Rs 86,824 crore under a modified special incentive package scheme till May 31, 2022, an official note said.

What is Nilesh Shah's take on investors' approach to markets?

Business Standard's Puneet Wadhwa caught up with Nilesh Shah, Group President & MD, Kotak Mahindra AMC on his interpretation of the developments and how investors should approach the markets