Insights

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“60 per cent of Sensex’ earnings are immune to most macro issues”

Vidya Bala

With the run-up in valuations of a number of stocks, ‘quality of business’ rather than just ‘size of business’ will start mattering in stock choices, says Neelesh Surana, Head-Equities and…Continue Reading

“Our preference for under-levered companies helped us in economic downturn”

Vidya Bala

 UTI Mutual’s diversified basket of fund offerings also provides interesting exposure to themes such as dividend yield and MNC. Many of these funds benefited from the consumption wave of the…Continue Reading

“If current momentum in the market is sustained, midcaps should do better”

Vidya Bala

With the mid-cap indices on a roll over the last 6 months, what are the prospects of this segment and what should one look for in the space? We ask…Continue Reading

“Our fund management is process driven and not dependent on a single fund manager”

Vidya Bala

ICICI Prudential Mutual has been in the limelight recently for quite a few events. One, it won the Morningstar India Fund Awards this year – for best fund house across…Continue Reading

“Invest in companies whose efficiency will be rewarded now”

Vidya Bala

Tough times don’t last but tough companies do. And tough companies sometime do even better in tough environment such as the present one. IDFC equity Opportunity Series 2 a closed-end…Continue Reading

“Time spent in the market more important than timing the market”

Vidya Bala

Should investors look for more clarity to emerge from elections before deciding to invest? While this may be an emotional factor, for equity investors, inflation, interest rates and expectation of earnings…Continue Reading

“Short-term debt funds well suited for retail investors”

Vidya Bala

As markets eagerly await the RBI’s monetary policy review next week, Shobhit Mehrotra, Senior Fund Manager – Fixed Income and Head of Credit, HDFC AMC, is of the view that…Continue Reading

“The US growth story is developing to be longer and sustainable”

Vidya Bala

PineBridge India – US Equity fund is the new open-ended equity fund on PineBridge India Mutual’s block. This fund will invest in PineBridge US Large Cap Research Enhanced Fund, the…Continue Reading

“Market not as stretched as it was in 2007-08”

Vidya Bala

While many fund houses, in recent times, have been favouring ‘value’ strategy for investing in this market, Paul Parampreet, Fund Manager, Edelweiss AMC would rather adopt a GARP (Growth At…Continue Reading

“2-5 year debt maturity segment offers best risk-adjusted return”

Vidya Bala

The fund industry has perhaps over-complicated its fixed income products – so much so that few retail investors understand the offerings any longer, admits Rahul Goswami, CIO Fixed Income, ICICI…Continue Reading