Smart Portfolios
China is fast losing its place as must-have in the global portfolios
An analysis of filings by 14 US pension funds with investments in Chinese stocks shows most of them have reduced their holdings since 2020
 "China is fast losing its place as must-have in the global portfolios")
HDFC Bank rejigs portfolios of top brass; Arvind Kapil to head mortgages
Arvind Kapil to head mortgages; To have two branching heads
 "HDFC Bank rejigs portfolios of top brass; Arvind Kapil to head mortgages")
Ukraine-Russia war: Should you increase exposure to gold, real estate?
Gold has been the best-performing asset class this year. Real estate prices are also rising. So, should you invest in these asset classes? Watch our next report to know what analysts are advising
 "Ukraine-Russia war: Should you increase exposure to gold, real estate?")
Havells, Blue Star: 7 hot stocks to keep your portfolio cool this summer
Bajaj Electricals and Whirlpool can see significant upside on follow-up buying, technical charts suggest. However, the overall market also needs to be positive for these stocks to gain further ground
 "Havells, Blue Star: 7 hot stocks to keep your portfolio cool this summer")
Small-cap route to returns
Small-cap route to returns
Frequent churn of portfolios, short-term goals eating into investor returns
While equity funds returned 8.2 per cent during the period under review, investor returns stood at 5.8 per cent
 "Frequent churn of portfolios, short-term goals eating into investor returns")
Deep cuts in Smart Portfolios
With Smart Portfolios benchmark at break-even point, and fund managers, barring Amar Ambani, heavily invested it would be interesting to see how the fund managers react to the current market situation
A subdued week
A subdued week
Smart Portfolios outperforms
In one of the better weeks for Smart Portfolios, the four fund managers have outperformed the benchmark S&P CNX 500 index by a significant margin. Last week, while the benchmark saw an increase of 1.77 per cent, the average returns of the four fund managers stood around 3.85 per cent. An investment of Rs 10 lakh in the benchmark Smart Portfolio on September 1, 2009, is today valued at Rs 11.47 lakh, up 14.71 per cent.
Smart Portfolios turns positive
Smart Portfolios turns positive
Managers in buy mode
At the end of the week, the Smart Portfolios benchmark BSE 200 index portfolio value saw an appreciation of 4.7 per cent at Rs 7.87 lakh
