Itβs too early to panic, let the froth flow out
Don’t blame Japan. Don’t be overwhelmed by the US job numbers. And, learn to live with the periodic exploits of a seemingly endless cast of zealous, mercurial characters in the Middle East. These are just good reasons and strong triggers, probably transient, for large sophisticated international investors to pull back from a market that most…
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FPIs invest Rs 30,772 cr in equities in July so far
Foreign investors injected Rs 30,772 crore into Indian equities so far this month, driven by hopes of continued policy reforms, sustained economic growth and a better-than-expected earnings season. Additionally, the anticipation of a reform-oriented budget has also lifted investor sentiment, Himanshu Srivastava, Associate Director – Manager Research at Morningstar Investment Research India, said. Going forward,…
READ MOREHow Modi govt can turn India into a real estate powerhouse in Union Budget, brick by brick
India’s ambitious goal of becoming a developed nation by 2047 integrates a vision of economic growth, sustainable development goals, ease of living, ease of doing business, infrastructure, and social welfare. Indiaβs real estate sector plays a significant role in India’s economy and contributes to the country’s Gross Domestic Product (GDP) through various channels contributing approximately…
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Why DBS Bank strategist Joanne Goh prefers smallcap and midcap stocks in this bull market
While many other institutional investors have been raising red flags over the non-stop rise in share prices in the broader market, Joanne Goh, Senior Investment Strategist of DBS Bank, prefers small and midcaps on a risk-adjusted basis, saying that high growth potential offers opportunities for significant returns. “With the near doubling of public capex in…
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Investors ride the ‘Trump trade’ as expectations grow for a second term
Rising expectations that former President Donald Trump will regain the White House in November are supercharging the so-called Trump trade, on views that his policies will lift corporate profits even while spurring worries about the country’s long-term fiscal health. The two sides of the trade have been evident in recent weeks, as investors price in…
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