Tag: india

Emkay Capital Builder achieved impressive 16.75% CAGR returns, growing an initial Rs 1 crore investment to Rs 5.5 crore over 11 years. Sachin Shah provided insights on India\’s per capita income and outlined strategies for a prosperous future. He also says he anticipates accelerated growth in five key themes in the coming years, presenting exceptional opportunities for bottom-up stock selection and the creation of winning portfolios.

By Aditya Kalra and Aditi Shah

Investing.com – India stocks were lower after the close on Monday, as losses in the IT, Banking and Capital Goods sectors led shares lower.

Kacholia trimmed his stake in Aditya Vision by 12 bps to 1.87 at the end of the January-March quarter versus 1.99% at the close of the December quarter.

In a note on 10-year expected returns, Amundi said it has downgraded its predictions on U.S. market returns given that investors have now fully priced in growth expectations, especially in mega cap stocks.

Mutual funds increased stakes in global cyclicals and healthcare while reducing exposure to BFSI. Equity funds and various other funds drove a 35% YoY growth in the mutual fund industry\’s AUM in FY24.

JPMorgan’s financing-solutions department in India, headed by Nitin Rungta, is reaching out to potential investors on behalf of the metals and mining company, according to people who asked not to be identified as the information is private. Those investors include global private credit funds, they said.

Rajesh Cheruvu\’s insights point to a positive market momentum in FY25 driven by central bank rate cuts, primary industries capex, and potential earnings recovery, particularly in small & midcaps. Cheruvu says sustained domestic participation in equities coinciding with the formalization of businesses post-pandemic has helped attract interest in mid & small-sized firms. Investors should be considering sectoral allocation and gold hedging strategies for the year.

Foreign portfolio investors turned net sellers at Rs 8,027 crore on Friday. DIIs, meanwhile, bought shares worth Rs 6,341 crore.

How about leaving a tip in rupees at a beach bar in Pattaya or a spa in Bangkok? Well, that could be a reality if India can pull off a currency deal with Thailand, which has emerged as one of the preferred destinations for holidays, conferences and corporate offsites, especially since the visa relaxation last year.

TCS anticipates growth in India with a recent BSNL deal. CEO Krithivasan focuses on new markets and expresses optimism about future IT industry demand. The company\’s strategic deal approach and high margins drive continued success amid market challenges.

Foreign portfolio investors turned net sellers at Rs 8,027 crore on Friday. DIIs, meanwhile, bought shares worth Rs 6,341 crore.