Essayer OR - Gratuit
Interview: A Balasubramanian Managing Director and CEO Aditya Birla Sun Life AMC Limited
Dalal Street Investment Journal
|August 29, 2022
Investors Are Reinforcing Confidence In Mutual Funds
-
What is your outlook on the Indian equity markets in the short to medium term? What are the pertinent risks facing markets in H2FY23 and how should retail investors navigate the current market volatility with mutual funds?
As is known, equity market sentiment is driven by earnings, macro changes in the economy, the flow of funds and sentiment, among many other things. Despite FIIs selling close to USD 33 billion in the last 18 months, the Indian market sustained its performance due to the domestic savings being channelised into the equity market through mutual funds and insurance firms and PMS. Growth in the economy got derailed due to rising interest rates on the back of high inflation post geopolitical issues. In our view, the US economy is likely to face a mild recession sometime in the year 2023 as per the general prediction.
Cette histoire est tirée de l'édition August 29, 2022 de Dalal Street Investment Journal.
Abonnez-vous à Magzter GOLD pour accéder à des milliers d'histoires premium sélectionnées et à plus de 9 000 magazines et journaux.
Déjà abonné ? Se connecter
PLUS D'HISTOIRES DE Dalal Street Investment Journal
Dalal Street Investment Journal
Capital Markets 2.0: From a Banyan Tree to Billion-Dollar Trades
From open street gatherings to today's tech-driven markets handling crores in daily turnover, India's capital markets have truly come a long way. But the transformation isn't over yet. In this story, Mandar Wagh explores the next wave of evolution reshaping India's financial landscape, highlighting SEBI's progressive reforms, the rise of a strong digital backbone, and the key companies positioned to benefit from this structural shift
6 mins
July 28 - August 10, 2025
Dalal Street Investment Journal
India Inc's Q1 FY26: A Tale of Resilience and Reckoning
Q1FY26 has revealed a corporate India that's adapting smartly to shifting global currents while drawing strength from domestic policy support. With RBI's timely rate cuts cushioning demand, sectors like banking and insurance have surged ahead, even as IT and consumer segments navigate headwinds. Early results from 200+ companies suggest a story of selective strength and strategic resilience. The rest of the earnings season could either cement this momentum—or test it
5 mins
July 28 - August 10, 2025
Dalal Street Investment Journal
RIDING WATER INFRA BOOM WITH VALUE-ADDED GROWTH
Jai Balaji Industries Ltd
2 mins
July 28 - August 10, 2025
Dalal Street Investment Journal
Active Momentum Funds Timing the Market or Tapping the Trend?
Abhishek Wani evaluates whether India's active momentum funds are skillfully timing markets or simply riding trends. By dissecting strategies of Samco and Quant, he scrutinizes the fine line between tactical rotation and disciplined trend-following in a volatile momentum investing landscape
10 mins
July 28 - August 10, 2025
Dalal Street Investment Journal
FIEM INDUSTRIES LTD LEADING THE CHARGE IN AUTOMOTIVE LED LIGHTING
India has become the fastestgrowing major economy in the world in recent years, which has led to significant demand for automobiles, including auto components.
2 mins
July 28 - August 10, 2025
Dalal Street Investment Journal
The Case for Value-Oriented Mutual Funds
We Indians love a good bargain. Known for our haggling skills, we take pride in not overpaying - whether it's for a product or a service. After all, why pay more than what something is truly worth?
2 mins
July 28 - August 10, 2025
Dalal Street Investment Journal
EMI vs SIP : Finding the Financial Sweet Spot
With rising home loan interest rates and evolving tax rules, many individuals face a critical choice- should surplus funds go toward prepaying their loan or building long-term wealth through SIPs? This piece compares both strategies across scenarios, helping you make an informed decision based on savings, returns, risk, and time horizon
9 mins
July 28 - August 10, 2025
Dalal Street Investment Journal
Make Your Portfolio Inflation-proof
Inflation is crucial to investing as it reduces the value of your money over time. Therefore, keeping up with the rate of inflation, to protect the value of investments, should be the top priority for every long-term investor. Remember, the ability to earn a positive real rate of return, i.e., gross returns minus taxes minus inflation, would depend upon the composition of the portfolio.
2 mins
July 28 - August 10, 2025
Dalal Street Investment Journal
AI Tailwind in IT Stocks: Time to Reboot Your Tech Portfolio?
After one year of sectoral underperformance, Indian IT is quietly undergoing its most radical overhaul since the cloud revolution, this time led by AI. The shift isn't cosmetic; it's existential. GenAI is reshaping services, rewarding agile midcaps and prompting investors to rethink legacy bets. The future of tech belongs to the AI-ready.
11 mins
July 28 - August 10, 2025
Dalal Street Investment Journal
Gen Z: High Conviction Story, but Priced to Perfection?
From skincare routines to fashion trends, Gen Z is transforming how India consumes. This digital-first generation doesn't just buy; they curate experiences, demand personalization, and look for authenticity in every swipe and scroll. As India's 440-million-strong Gen Z cohort begins to dominate discretionary spending, platforms built to speak their language stand to gain immensely. Nykaa, India's leading content-led, lifestyle retail platform, is at the forefront of this generational shift
8 mins
July 28 - August 10, 2025
Translate
Change font size