What an exceptional fiscal year it has been for the domestic stock markets, wouldn’t you agree? With the Indian benchmark indices BSE Sensex and Nifty 50 surging by around 30 per cent, and broader indices experiencing an astounding growth of over 60 per cent each, the pervasive investor optimism was unmistakably evident throughout the preceding financial year. In March 2024, significant selling pressure was observed across the broader markets, notably affecting power, energy, real estate, railway, and PSU stocks. This could be attributed to profit booking following sustained strong rallies or could reflect a cautious response to remarks from the SEBI chief warning about market bubbles and stock overvaluations.
While some market experts concurred with these concerns, others like Uday Kotak, Founder and Director of Kotak Mahindra Bank, expressed a different perspective. Kotak stated that he believes the market is not approaching the bubble territory. He acknowledged the presence of some frothiness, but emphasised that it is not yet out of control. Nevertheless, as informed investors, it’s prudent to re-evaluate our portfolios to safeguard against potential bubble bursts and mitigate potential losses. Let’s begin by comprehending the necessity of selling ‘those’ stocks at this moment!
Understanding Intrinsic Worth and Market Evaluations
Denne historien er fra April 08, 2024-utgaven av Dalal Street Investment Journal.
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Denne historien er fra April 08, 2024-utgaven av Dalal Street Investment Journal.
Start din 7-dagers gratis prøveperiode på Magzter GOLD for å få tilgang til tusenvis av utvalgte premiumhistorier og 9000+ magasiner og aviser.
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How To Invest In An Ageing Bull Market
Bull rallies (periods when stock prices rise) and bear declines (periods when stock prices fall) are natural parts of stock market cycles, but they don't follow a fixed timeline.
Should You Entrust All Your Money To A Single AMC?
If you are a market participant, you have probably heard the quote 'don't put all your eggs in one basket', which suggests diversification. Investors often focus on diversifying across categories like large-cap, mid-cap and small-cap, but they may unintentionally overlook diversification across different AMCs. The question arises: is AMC-wise diversification really necessary? Rakesh Deshmukh takes a closer look at this scenario
Wild Swings Engulf Global Equities
U.S. stock markets experienced significant volatility. An early-week rally pushed the markets to new highs, but this momentum faded, primarily due to weaknesses in the tech sector. The major indices had a mixed finish with, S&P 500 and Nasdaq closed lower, while the Dow recorded a notable gain.
U.S. Elections and China's Economy Hamper Commodities
Commodity markets experienced selling pressure in the last fortnight, driven by uncertainties surrounding the upcoming U.S. presidential elections, concerns about the Chinese economy, and increased agricultural production in Brazil.
Wealth Building For Retirement Through Mutual Funds
Retirement is one of the most crucial and lifechanging phases. It marks a period where maintaining your lifestyle becomes paramount even though your regular income stops.
Mastering Investment with Information Ratio
Information Ratio helps in navigating the complexities of the investment landscape by assessing an active fund manager's performance. And though it has its limitations, it remains an essential part of the finance industry. The article explains what Information Ratio is and how investors can use it as another tool
Plan To Be Financially Independent
Each of us aspires to be financially independent as it ensures having enough resources to be self-sufficient and control our finances.
❝Technology is the new game-changer"
With a new breed of young investors entering the financial markets, it is the use of technology that is increasingly playing a major role in how investments are done and tracked. Anand Radhakrishnan, Managing Director, Sundaram Mutual Fund, shares his opinion about how this factor is turning into a significant tool and how it will shape the strategies of his company
What If Donald Trumps?
The potential election of Donald Trump as president in the U.S. carries significant implications for the Indian equity market. It could lead to changes in the global trade dynamics, in particular affecting the Indian IT sector while also raising inflation levels and leading to yet another revision in the visa programme for Indians who want to work in the US. The article takes a closer look at what may lie in store
Sectoral Gains Make A Mark
Benchmark indices continued their uptrend, reaching new record highs, although the pace has slowed as the broader markets faced selling pressures
