Midcap funds get ahead of largecaps in AUM race
ET Intelligence Group: The share of assets under management (AUM) by midcap funds has surpassed that of large-cap funds by 0.6 percentage point, the most on record, as per data …
valuations
stock market strategy: Should you put fresh money in the market now? Pramod Gubbi answers
Pramod Gubbi, Co-founder, Marcellus Investment, says there are pockets of reasonable valuations within the market or if they are fairly valued, there is enough predictability in terms of earnings growth. …
Market may be marginally disappointed with Q1 result season: Jitendra Sriram
Based on the consensus expectations, Jitendra Sriram, Senior Fund Manager, Baroda BNP Paribas Mutual Fund, expects the market may be marginally disappointed with the earnings in the current quarter. “While …
Stock picks of the week: 5 stocks with consistent score improvement and upside potential of up to 42%
Synopsis While bulls were a confident lot after the election results, with every trading session they are once again moving to take control of every corner of the street. How …
defence stocks | railway stocks: Defence, railways momentum plays; can’t be bought into at present valuations: Hemang Jani
Hemang Jani, Independent Market Expert, considers defence and railways as purely momentum plays and says that maybe it will last up to whatever it has to last because we never …
Fund Manager Talk | Worried about valuations in bull market? Nippon CIO on what to buy
With valuations of stocks related to the investment cycle and policy reforms capturing the near term potential, Sailesh Raj Bhan, CIO – Equity Investments, Nippon India Mutual Fund, suggests investors …
market correction: Big correction possible after a couple of months; VIP is a turnaround candidate: Sandip Sabharwal
Sandip Sabharwal, asksandipsabharwal.com, says the market looks expensive. There could be potential corrections down the line. In the next couple of months. we should not see any big correction but …
Indoco Remedies: Here’s why Vinit Bolinjkar is bullish on Indoco Remedies
“So, given that kind of environment, I believe that Indoco Remedies is a stock which is going very cheap, available at cheap valuations and the management is pretty well embedded …
infra stocks: Valuations of some infra stocks at 2006-2008 high levels
Mumbai: The valuations of various construction EPC (engineering, procurement, and construction) stocks are now nearing the levels seen in 2006-08 – the strongest bull run for these names – following …
Stock picks of the week: 5 stocks with consistent score improvement and upside potential of up to 25%
Synopsis Every now and then the nifty keeps witnessing volatile movement, the difference this week was amidst all the intraday volatility because the bias of volatility has changed, nifty was …