Insights

Tags: equity market

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Don’t fear the Rajan blues

Vidya Bala

Rock star Raghuram Rajan (or R3 as Subramanian Swamy likes to call him), may cause Monday Market Blues with his letter announcing his impending exit from the Central Bank. Short-term,…Continue Reading

Look who’s buying in the market!

Vidya Bala

Your fund houses are making the best of the markets. These are investing now, even as FIIs are exiting. Take a look at the data below, from the stock exchanges,…Continue Reading

FundsIndia Views: Election uncertainty removed; what next for the markets?

Vidya Bala

The equity markets expressed its disappointment on Monday over the Bihar results, but recovered quite well from its lows on market close. If one observed, the markets  may have been…Continue Reading

The opportunity lies in cyclical sectors

Bhavana Acharya

Domestic industrials and sectors driven by urban consumption are two areas where Venugopal Manghat sees potential. The Co-Head Equities, at L&T Mutual Fund, he explains why. Edited excerpts from an…Continue Reading

FundsIndia Views: When the market gives you more time, grab it

Vidya Bala

The banker to the world’s economic powerhouse, the US Federal Reserve, has successfully kept the guessing game on its rates going. While the Fed’s pause led to a relief rally,…Continue Reading

Sit tight and don’t give in to market forces

Bhavana Acharya

The huge sell-off and market volatility of late has shaken many of you. Here is putting things in perspective, and what you should do – or rather not – do.…Continue Reading

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The real risk to your investments…

Vidya Bala

…is your own investment behaviour. That’s how I choose to interpret what Charlie Munger, Vice-Chairman of Berkshire Hathaway Corporation says, of risk and volatility, in their much looked-forward to annual…Continue Reading

Budget 2015 and the economy

Vidya Bala

What do we like about Budget 2015? We like it for its focus on reviving growth over fiscal consolidation; we like it for its decentralised approach to growth (by sharing…Continue Reading

“More merit in getting the stock right than looking at sector weights”

Vidya Bala

At a time when expert views all converge in the same direction, it helps to balance it with a contrarian view. We therefore had some questions for Vetri Subramaniam, CIO,…Continue Reading

FundsIndia Equity Strategy: Why the India shining story has just begun

Vidya Bala

If you are wondering if there is any upside left in the equity market after the 2014 rally and the flash rally this month till date, our answer to it…Continue Reading