Portfolio Investments
Welspun One plans to raise Rs 4,000 crore to double portfolio size
Integrated fund and management development platform Welspun One on Wednesday said it has initiated the process to raise Rs 4,000 crore, which is drawing substantial interest, especially from global investors. It will also broaden the platform's investor base and position it as a node for international investors seeking exposure to India's rapidly evolving logistics landscape, Welspun One said. The fundraising is a key milestone in the company's strategy to double its portfolio size from 16 million sq ft to around 32 million sq ft by 2028, the company said, adding that it has already identified a robust pipeline of around 8 million sq ft across multiple assets. It has an active pipeline to deploy around Rs 1,500 crore in new-age, capital-intensive logistics assets, Welspun One noted. "By aligning with global partners who bring unmatched expertise and capabilities, we are not only securing capital but also setting a new standard for efficiency, adaptability, and long-term value ...
 "Welspun One plans to raise Rs 4,000 crore to double portfolio size")
Sebi mulls new framework to help passive funds reduce tracking error
Separate call auction session proposed to mitigate final hour volatility
 "Sebi mulls new framework to help passive funds reduce tracking error")
Budget 2024: PMS firms rethink strategy after increase in STCG tax
Churn in holdings will attract higher tax; no-pass through advantage like MFs, AIFs
 "Budget 2024: PMS firms rethink strategy after increase in STCG tax")
We will plan for an IPO at right time, right environment: IndiaFirst CEO
Gandhi spoke on the insurer's distribution and product portfolio plans which are expected to drive the premium growth of the company
 "We will plan for an IPO at right time, right environment: IndiaFirst CEO")
Rebalance portfolio, avoid overexposure or complete exit from equities
Book profits in mid- and small-cap segments, allocate money to fixed income and gold
 "Rebalance portfolio, avoid overexposure or complete exit from equities")
Asset allocation to funds: Factors that shape portfolio performance
A rule-based approach in mutual fund investments will protect you from disappointment
 "Asset allocation to funds: Factors that shape portfolio performance")
Key driver of returns is asset allocation, not market timing: Ajit Deshmukh
US markets have seen significant corrections in the last 18 months and 10-15% allocation to US equities in a staggered way can be a prudent diversification, says Ajit Deshmukh, Equirus Wealth MD
 "Key driver of returns is asset allocation, not market timing: Ajit Deshmukh")
South Korea's KB Group invests $100 mn in Elev8 Venture Partners Fund
Financing will help Elev8 identify investment opportunities in Indian technology companies
 "South Korea's KB Group invests $100 mn in Elev8 Venture Partners Fund")
20% allocation in gold ETF a better investment strategy: Quantum AMC
At a time when there are many risks and uncertainties in the global economy, a 20 per cent allocation to gold ETFs in an investment portfolio during Diwali is ideal, said Quantum AMC
 "20% allocation in gold ETF a better investment strategy: Quantum AMC")
Inflation will not come below RBI's tolerance level in FY23: IMF's Choueiri
India relative bright spot in the world; 6.8 per cent growth rate 'really a good number': Senior executive
 "Inflation will not come below RBI's tolerance level in FY23: IMF's Choueiri")
Temasek bullish on Indian start-ups, renew energy despite slowdown overseas
Top executives of Temasek, which has doubled its India portfolio in the past five years to $16 billion, said the fund made several successful exits from India in FY 22
 "Temasek bullish on Indian start-ups, renew energy despite slowdown overseas")
June qtr could see some more earnings downgrades: Anoop Bhaskar, IDFC MF
We have raised cash levels across several of our funds, both for funding redemption pressure as well as pouncing on emerging opportunities, Bhaskar said
 "June qtr could see some more earnings downgrades: Anoop Bhaskar, IDFC MF")
Long-short funds hold fort, deliver 0.17% returns amid market rout
Long-only funds are down 5.85 per cent on a median basis over the last month, according to data from tracker PMS Bazaar
 "Long-short funds hold fort, deliver 0.17% returns amid market rout")
Regulatory discrimination
Overseas limit for MFs must be reviewed
 "Regulatory discrimination")
India is the world's best market for portfolio disclosure, finds study
The report covering 26 markets across North America, Europe, Asia and Africa singled out Australia as a notable laggard
Don't follow the herd: Make buy-sell decisions based on asset allocation
Those who have goals coming up in the near term should book profits in equity MFs
 "Don't follow the herd: Make buy-sell decisions based on asset allocation")
It's advisable to invest in value funds for balanced portfolio, say experts
Have a horizon of 5-7 years and limit allocation to 15-20% of equity portfolio
 "It's advisable to invest in value funds for balanced portfolio, say experts")
As market correct, it's better to stay away from leveraged businesses
Movng to stronger, more diversified ones will be prudent
 "As market correct, it's better to stay away from leveraged businesses")
Building an overseas portfolio? Stick to traditional instruments
Use the LRS route to start investing in property or children's education
 "Building an overseas portfolio? Stick to traditional instruments")
Reduce portfolio volatility by investing across asset classes, says expert
Equities tend to be volatile in the short term but can offer good returns over the long term
 "Reduce portfolio volatility by investing across asset classes, says expert")
