The rise in FPI inflows came on the back of improving macros, declining inflation, hopes of a rate cut in 2024, and the possibility of the incumbent government returning for a third term in the general elections next year. Moreover, the record-high performance of the Indian market throughout the year,Read More →
Currently trading at ₹125, FedFina is down almost 11 percent from its issue price. The stock witnessed a weak debut and was listed on the bourses at ₹137.7 on November 30. The stock has gained around 5 percent in March so far, snapping 3 months of losses. It fell 9Read More →
The Nifty FMCG index is down over 5 percent in 2024 YTD as against a 1 percent rise in benchmark Nifty. In the last 1 year as well, the FMCG index has underperformed. It has gained around 20 percent in this period versus a 26 percent jump in Nifty. “TheRead More →
With elections in mind, do you expect 2024 to be a year of double-digit returns? Well, elections typically bring volatility to the market, but history has shown that the real impact on the market is not just about the election itself but rather economic policies and progress over a longerRead More →
FPIs have sold ₹3,776 crore worth of Indian equities and the total inflow stands at ₹19,608 crore as of February 16, taking into account debt, hybrid, debt-VRR, and equities, according to National Securities Depository Ltd (NSDL) data. Foreign institutional investors (FIIs) were buyers for three out of five sessions lastRead More →
Rishi Kohli, CIO – Hedge Fund Strategies at InCred Alternative Investments, expects the next 2 years to be bullish and advises investors to be long on equities. However, one should get cautious as we head into elections, he said. “There is a lot of talk already that Nifty has over-stretched,Read More →
Robust economic growth, an infrastructure push, and a pause in interest-rate increases have helped propel its equity market to successive highs. Stocks related to real estate, industrials, and capital goods are among those leading the gains, while Adani Group companies — the heavy hitters of 2022 — are mostly finishingRead More →
Indian equities had a tumultuous ride last week after the US Federal Reserve indicated that it could keep interest rates elevated for longer than expected before. The Fed projections pushed the US Treasury yields to a 16-year peak and lifted the dollar index. In response, foreign portfolio investors (FPIs) haveRead More →
The June quarter earnings season is out of the way for equity investors. Performance of India Inc. was largely in line with expectations. Demand trends were mixed. With easing input costs, companies in most sectors saw better profitability. Overall, there were no significant positive surprises. In any case, Indian equitiesRead More →
After a selling spree, foreign institutional investors (FIIs) turned net buyers of Indian equities since March this year. An analysis by Bank of Baroda shows that India has registered FII inflow (equity) of $1,220 crore for the quarter ended 30 June. Countries such as South Korea, Taiwan and Indonesia haveRead More →
