In the past couple of months, the bears have wreaked havoc in equity and debt markets!
The Covid-19 pandemic shows no signs of vanishing; the much-awaited economic package from the government hasn’t cheered the market. d the market. Add to that the predictions of more lockdowns and economic disruptions. We reached out to S Naren, Executive Director & CIO of ICICI Prudential MF, to make sense of these trying times.
‘Invest in stocks where earnings visibility is higher’
Five-year Mutual Fund SIP returns over the past 15 years were negative only on three occasions.
‘Tractors are a large part of sales and the demand for that comes from rural India’
‘Out-of-box thinking needed to prepare economy for an upturn when a medical solution emerges’
‘In our understanding, the market is always right’
‘Men will get separated from the boys in pharma from here on’.
With rigid lockdown, we created our own Black Swan event, but medically, it is perfect, says MD & CEO, Sundaram Mutual Fund.
The correction has been a great opportunity for a value fund manager, high quality stocks which were priced to perfection are now available at deep discount, says Nilesh Shetty, Associate Fund Manager, Quantum Mutual Fund.
This market has more arbitrage opportunities than investing opportunities, says the market veteran.
Have at least 15% corpus in smallcaps, says Fund Manager, Nippon India AMC.
Equity markets globally have been surprised by the speed of spread of Coronavirus around the world. But what really shook the markets (at least in India's case) is the early response through lockdowns. Rahul Singh, CIO- equities, Tata Mutual Fund, answers some important questions.
Spoke to Samir Rachh, fund manager – equity investments, Nippon India Mutual Fund, to find out what exactly is going on in the small cap space.
Retail investors are far more resilient than before, says Deputy CIO at Nippon India Mutual Fund.
If you panic less in the current volatility, you are likely to make more money, says the CIO-Equities at Kotak AMC.
We spoke to Rajeev Thakkar, CIO, PPFAS Mutual Fund, to get some perspective. Thakkar, known for maintaining a cool head, says, “If you have stuck to your appropriate asset allocation, that is great. You don't need to do anything.”
The CIO - Equity & Executive Vice President at Franklin Templeton says more than entry points, holding period is a key determinant of stock returns.
Big FII flow created a balloon in private banks, which is getting pricked, says MD, Sundaram MF.
Most of the top 200 listed stocks will see big market share gains, says the CIO, Equity Investments, Reliance MF.
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