Market insights – Shridatta Bhandwaldar, Head Equities, Canara Robeco Mutual fund, Sep 2024
Summary Global Domestic Economy Earnings growth and valuations Our Portfolio construct
market outlook
Netra: Early signals through charts – by Sahil Kapoor, Head of products and market strategist, DSP Mutual fund, Sep 2024
Sahil Kapoor, Head of products, DSP Mutual fund, discusses market euphoria, India’s growth drivers, and potential investment opportunities.
Market Insight Equities – by Vetri Subramaniam, CIO and Vishal Chopda, fund manager, UTI focussed fund, release date 10th Sept 2024
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.
Equity Outlook for September 2024 with Ms. Shibani Kurian
Ms. Shibani Kurian discusses the strong Indian equity market outlook for September 2024, citing macro strength, earnings growth, and sector opportunities.
Equity Outlook for September 2024 with Ms. Shibani Kurian Read Post »
Market Insight Equities – by Vetri Subramaniam, CIO and Amit Premchandani, fund manager, UTI value fund, release date 10th July 2024
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 for July 2024 by Nilesh Shah – release date 11/07/2024
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 »
Debt Market Oulook June 2024 by Dhawal, Edelweiss Mutual fund – released 24th june 2024
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 »
EquityMarket Outlook June 2024 By Trideep Bhattacharya, Edelweiss Mutual fund – released on 24th June 2024
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
Market Outlook Fixed Income – Anurag Mittal, UTI Mutual fund, release date 11th June 2024
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 at the launch of “Sundaram Business Cycle fund”
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 »
Market Outlook for June 2024 by Nilesh Shah – release date 10/06/2024
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 »
Netra by DSP mutual fund outlook May 2024
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 »
Market Insights From UTI Mutual Fund May 2024
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 »
