Downside protection is also a function of portfolio construction, says Neelesh Surana
The remainder amount are likely to be paid off by the end of this month, says the CIO, Fixed Income.
Multiple factors, both domestic as well as global, have contributed to the under-performance in small cap stocks in recent times
Businesses are doing reasonably well and equity markets are offering good value.
Even in Q1, midcaps delivered better value than largecaps in PAT growth.
Value-oriented funds is the third worst performer in the last one year. The category is the worst hit in the five year time period.
Be greedy on valuation. Whole host of companies are available at below historical average valuation.
In India, every difficult situation is an opportunity, a trigger for change.
Just size is not enough, to succeed, PSU banks have to learn to be nimble and attract right talent.
There is more of confidence crisis. However, there are certain stressed credit and these are isolated cases and they would be resolved.
We definitely need to widen our investor base and that is the prime thing.
Today midcaps make a lot of sense because both time and price correction has happened to them.
Government spending on infrastructure would show up in the second half of the year.
The stock market pundits continue to be divided over the efficacy of the much-awaited stimulus measures announced by the Finance Minister on Friday.
Waiting for retail credit growth to slow down before buying a structurally good sector.
We are not far from a global recession right now and certainly very close to a European recession.
We should maintain this tempo to free the economy from the constraints.
Since the correction is sentimental in nature, I am consistently buying stocks in this downfall.
If you look at retail customers and everything that they have gone through in the last few months with credit, there is concern around debt funds.
Motilal Oswal Mutual Fund launched one of the first ETFs in the country in 2010.
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