According to DBS, the first risk is a sharp correction in US equities, particularly in tech stocks linked to the AI investment wave.
That puts them on pace for the biggest quarterly selloff since the quarter ended June 2023, data compiled by Bloomberg showed
Groww's active client base has grown at a remarkable FY21-25 compound annual growth rate (CAGR) of 101.7 per cent, sharply outpacing the industry's 27 per cent and AngelOne's 48.3 per cent.
Morgan Stanley expects Indian markets to deliver a low double digit return in the next decade. However, it expects cash, derivative trading to rise as investors churn aggressively churn portfolios.
Retail index long positions as on May 27, 2024 - five days ahead of vote counting - stood at 3.13 lakh contacts, as compared to 1.92 lakh contracts and 1.99 lakh contracts during such earlier periods
The direct investment in the cash segment by retail investors continues to be muted
Meanwhile, the $23 billion net selling by FIIs (equity) in the Indian market year-to-date (YTD), is, when adjusted for FII AUM, the most intense in over a decade-surpassed only by the GFC, UBS said
The restrictions that Sebi plans to bring in are meant to curb such leveraged trading
A smaller risk at this point is an excessive monsoon resulting in destruction of crops, property