Gautam Duggad, Head Of Research, Director – Institutional Equities, Motilal Oswal, says in consumption stocks, they are down from big overweight to neutral. They are more positive on IT, private …
While stating that they are fully invested at all times with a bottom-up approach to investing in great businesses at attractive valuations, Trupti Agrawal, Fund Manager at WhiteOak Capital AMC, …
“I think there is a possibility that some of the FPIs reallocate part of portfolio allocations to China. However, any such decision is expected to be more tactical and not …
ET Intelligence Group: Foreign investors are increasingly favouring India’s discretionary consumption and capital expenditure sectors, ramping up equity allocations in Asia’s third-largest economy following a brief pause. The capital goods …
Elevated U.S. interest rates are pressuring the U.S. retail sector, where shares of many companies have been dented by months of tight monetary policy while a select few have soared. …
U.S. equity funds saw outflows for the first time four weeks in the seven days ended May 29, hit by rising bond yields and uncertainty over the timing and extent …
FY24 was an interesting year with strong gains across markets caps and sectors. While the Nifty 50 Index was up 29%, the Midcap Index was up 60%, the Smallcap Index …
A person with a hand full of shopping bags walking by The Outlet Shoppes of the Bluegrass in Simpsonville, Kentucky. Jon Cherry | Reuters A string of glowing five-star online …