The podcast brings together India's most prominent fund managers and financial experts, offering rare, direct access to the minds behind some of the country's leading investment strategies.
Foreign investors have taken out nearly $8 billion from Indian equities so far in October, on track to be the largest outflow since March 2020 at the peak of the pandemic fears
Part of the reason for the long-term underweight has been that many investors preferred China's cheaper and dynamic market, while entry and exit costs for funds can be high in India
Over the last 12 to 18 months, investors have favored high-quality large-cap stocks that have seen earnings revisions, which in turn generated alpha for these stocks
A total of 245 panelists with $642 billion worth of assets under management (AUM), BofA Securities said, participated in the survey held between May 3 and May 9, 2024
MFs pull out Rs 2,500 crore in March from state-owned lenders; replough Rs 4,900 crore into private sector peers
Markets regulator Sebi's proposal of allowing mutual fund houses to have a single fund manager to oversee commodity and foreign investments is aimed at reducing the cost of managing the fund, a top official of Anand Rathi Wealth said on Tuesday. Sebi, on Friday, came out with a consultation paper proposing measures to support ease of doing business for Mutual Funds (MFs). In the draft paper, the regulator suggested appointing a single fund manager for domestic and overseas/commodity funds, relaxation of nomination requirement for joint holders and streamlining of prudential norms for passive schemes with respect to exposure to a single issuer within the AMC's group companies. This came after the Finance Minister in the FY24 Budget made an announcement to simplify, ease and reduce cost of compliance for participants in the financial sector through a consultative approach. "The appointment of a single fund manager for domestic and overseas/commodity funds is intended to reduce the co
Among markets, investors preferred India and Taiwan apart from Japan, while avoiding Thailand and China, the survey suggested.
Top 10 funds sitting on Rs 12,160 cr cash, up 40% from Aug '23; cash as percentage of AUM rises to 6.1%
Small towns to big cities, the easy method to take part in the market has scope for growth
The cohort are betting on inclusion in global bond indexes to drive returns after the central bank doused speculation of an interest-rate cut
The return expectations are based on above-par earnings and supportive policy
Two fund managers have left Kotak Mahindra AMC recently - Pankaj Tibrewal and Harish Krishnan. However, two more fund managers will soon join its team, the company said
Fund houses put cash to use despite market uncertainty
Additionally, the committee is expected to advise IFSCA on new products or services, untoward market practices
Fund managers expect active funds to regain the edge 'once the froth settles'
Backing the right pack can help in alpha generation, as the two often move contrarily
Ambuja Cements and Adani Enterprises were also among the top five large-cap companies that witnessed selling by MFs
The mutual fund industry is expanding distribution reach, simplifying products and leveraging technology in a bid to more than double assets under management
The survey of 299 fund managers, with a combined $847 billion in assets under management, found investors were still broadly cautious, but less so than in recent months