Tag Archives: equity markets

Are markets overheated? Vinit Sambre of DSP Mutual Fund offers an elaborated perspective

We began our discussion with Vinit Sambre of DSP Mtuual Fund by asking him about market fundamentals vis-à-vis the liquidity position, to which he offered an elaborated and interesting perspective. Read on…

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Finally, value funds are outdoing the markets!

Value Funds

Momentum feeds momentum and investing in value is like catching a falling knife: the chorus was getting louder until recently. However, the scenario changed quite dramatically over the last 1-2 months. Value as a theme has beaten the broader markets with S&P BSE Enhanced Value Index galloping through. Some experts aren’t much enthused about the comeback of the value theme

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Be bold with fashion not with valuation!

Going purely by current valuations, it seems markets are still betting on dominant players operating in the premium segments. We thought of comparing two companies each from two areas where consumer spending is relatively inelastic—innerwear and footwear.

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Do you have any distressed company in your portfolio?

Banks

COVID-19 might have affected good companies temporarily. But it has possibly opened the Pandora Box. You should carefully monitor Q2FY21 numbers of listed companies to know which companies are facing difficulties.

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Are markets enjoying their jio ram bharose moment?

RBI

RBI’s remarks on COVID-inflicted economic challenges, demand trends and India’s fiscal position require immediate attention.

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Decoding the dislocation between economy and stock market

In Q1FY21, companies in the consumer durables, leisure, hospitality, automobiles, construction, real estate, retailing and logistics, among others, have witnessed 30% to 94% fall in their revenue and PAT. Green patches can be found in the technology, pharmaceuticals, chemicals and consumer non-discretionary goods sectors.

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