Vetri Subramaniam, CIO, UTI Mutual fund, presents key macro trends, equity valuations, and investment strategies. Vishal Chopda, fund manager, UTI focussed fund, presents the fund’s investment strategy.
In the July 2024 E.M.I. edition Arjun Nagarajan, Chief Economist discusses key economic indicators, Key budget numbers, markets and investments
Vetri Subramaniam, CIO provides his insight into the current economic scenario and investment outlook. Amit Premchandani, fund manager, UTI value fund, presents the fund’s investment strategy, and the sectoral movements over the last six months driven by the strategy and the valuations.
Market outlook in July 2024 remains almost unchanged from last month as Global economic dynamics shifts to protectionism, inflation tapers, and India’s growth outlook remains robust amid geopolitical tensions. Nilesh highlights the opportunities in Indian Markets, particularly Consumer and banking sectors as well as long duration debt and gold investments.
Market Outlook for July 2024 by Nilesh Shah – release date 11/07/2024 Read Post »
Summary Debt market outlook for June 2024 is positive due to various triggers like government support, RBI surplus transfer, improved ratings, and economic growth. Key insights
Debt Market Oulook June 2024 by Dhawal, Edelweiss Mutual fund – released 24th june 2024 Read Post »
Summary Nifty50 index saw 14% YoY earnings growth in March quarter fi 24. Industrials and capital goods sectors up, while consumer stocks down. Expect transitions in 2024 with manufacturing sectors leading. Key Insights
Vetri Subramaniam, CIO and Ajay Tyagi, head Equities, UTI mutual fund on their perspective on Economy and post-election outlook on markets, valuations, and investment options.
Anurag Mittal discusses his views and insights on the fixed income market, which include the outcomes of the June MPC meeting, GDP growth forecasts, bond markets, and inflation dynamics.
Presentation by Bharath S, Head Equities, and Anand Radhakrishnan – CEO (Jun 12, 2024) Investment Themes today Market Outlook Sector Outlook Risk
Presentation at the launch of “Sundaram Business Cycle fund” Read Post »
In this talk, Nilesh discusses the changing global economic landscape with a focus on factors such as trade restrictions, geopolitical risks, inflation, interest rates, and the performance of different sectors. He highlights opportunities in the Indian market, particularly in the consumer and banking sectors, as well as in long-duration debt and gold investments.
Market Outlook for June 2024 by Nilesh Shah – release date 10/06/2024 Read Post »
Gold and silver appear to be in well established uptrend. US interest burden continues to increase as rates stay high, valuations of India and US remain high makiing them vulnerable to earnings growth…
Netra by DSP mutual fund outlook May 2024 Read Post »
Nifty50’s trailing valuations are in fair value territory, while forward P/E multiples indicate expensive valuations.Price to Book (P/B) for Nifty 50 has moved into expensive territory, currently at 3.7 compared to a long-term average of 3
Market Insights From UTI Mutual Fund May 2024 Read Post »
With conflicts in Europe and the Middle East draining US attention and resources, US President Joe Biden seems to hope that a more conciliatory approach toward China will be enough to maintain stability in the Indo-Pacific. Strengthening the Quad grouping of regional democracies would be a much better bet.
Is the Quad Becoming a Potemkin Alliance? Read Post »
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Mutual Fund investments are subject to market risks, read all scheme information and other related documents carefully before investing. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. The Mutual Fund is not guaranteeing or assuring any dividend under any of the schemes and the same is subject to the availability and adequacy of distributable surplus. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to your specific requirements, legal, tax and financial implications of the investment/participation in the scheme before investing.
Pictern Technologies LLP is AMFI Registered mutual fund distributor (registration no ARN – 152411) and a BSE registered mutual fund distributor (code – 18016) with registered office at Hyderabad, India
Mutual Fund investments are subject to market risks, read all scheme information and other related documents carefully before investing. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. The Mutual Fund is not guaranteeing or assuring any dividend under any of the schemes and the same is subject to the availability and adequacy of distributable surplus. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to your specific requirements, legal, tax and financial implications of the investment/participation in the scheme before investing.
