Kotak International’s Post

Kotak Institutional Equities has raised alarms about the sustainability of valuations for numerous Indian companies. The brokerage firm has highlighted that 104 companies are trading at price-to-earnings (PE) ratios exceeding 50 times, with nine companies trading at over 100 times PE. #StockMarket #Investing #Finance #Valuations #IndianEconomy #KotakEquities #MarketAnalysis #HighPE #Sustainability #FinancialRisk

The Indian mutual fund industry is expected to experience significant growth over the next five years, with the following trends and projections ¹ ²: - *Market Size*: The industry's assets under management (AUM) are expected to grow from USD 0.66 trillion in 2024 to USD 1.51 trillion by 2029, at a compound annual growth rate (CAGR) of over 18%. - *Digitalization*: The increasing adoption of digital technologies and fintech solutions is expected to drive growth in the industry, making it easier for investors to access and manage their investments. - *Retail Investor Participation*: The industry is expected to see increased participation from retail investors, driven by growing awareness and financial inclusion. - *Equity-Oriented Schemes*: Equity-oriented schemes are expected to continue their growth momentum, driven by increasing investor appetite for riskier assets. - *Debt-Oriented Schemes*: Debt-oriented schemes are expected to provide stable returns, driven by relative stability in interest rates and credit profiles. - *SIP Contributions*: Systematic Investment Plan (SIP) contributions are expected to continue their growth trend, driven by investor preference for disciplined and regular investing. - *Industry Consolidation*: The industry is expected to see consolidation, with larger players acquiring smaller ones, driven by economies of scale and cost efficiencies. - *Regulatory Environment*: The regulatory environment is expected to continue evolving, with a focus on investor protection, transparency, and accountability. #investing#mutulfund

Our Fund Manager Anirudh Garg, at Invasset PMS, noted that this trend underscores deep-rooted challenges within the corporate sector. Economic strains and sector-specific pressures are impacting profitability, particularly in financial institutions and consumer-driven industries facing shifting demand and operational hurdles. As companies work to regain investor confidence, addressing these issues will be crucial for market recovery. In this climate, investors are advised to remain vigilant, identifying selective opportunities amid the prevailing uncertainty. https://lnkd.in/dU9Z5xiG

📊 NSE Launches Nifty Capital Markets Index! NSE Indices has unveiled the Nifty Capital Markets Index, a thematic index that tracks stocks from the Nifty 500 relevant to the capital markets. This includes companies involved in asset management, stock exchanges, data platforms, stockbroking, depositories, clearing houses, and financial product distribution. Base date : April 1, 2019 Base value : 1000 ⚖️ A maximum of 20 stocks are selected based on free-float market capitalization, with a cap of 20% per stock . The index is reconstituted semi-annually and rebalanced quarterly. 🛄 Top Holdings: HDFC Asset Management (17.47%) BSE (15.09%) Multi Commodity Exchange (10.4%) Central Depository Services (10.3%) Computer Age Management (8%) 📈 Performance: The index has delivered a 112.64% return over the past year and boasts a 32.95% CAGR over 5 years. 🟢 Acting as a benchmark: This new index will serve as a benchmark for asset managers and will be tracked by ETFs, index funds, and structured products.

Domestic Funds Witness Highest Inflows Since April 2020 Domestic institutional investors (DIIs) recorded the eighth consecutive month of inflows in March.. #DII #MOTILALOSWALFINANCIALSERVICES #Motital #sharemarketnews #StockMarket #stockmarketnews

Rajesh Bhatia, CIO, ITI Mutual Fund, in an interview with the The Economic Times. Read the interview to get deeper insights into the current investing landscape - https://bit.ly/3wzB1g7 #ITIMutualFund #SmallCaps #MidCaps #Equity #BalancedAdvantageFunds #Interview #Insights #MutualFunds #MutualFundsSahiHai

Happy to share the latest investor letter from Compound Everyday Capital, we discuss: 1.    Without bottlenecks, supply eventually meets demand 2.    Addition of a new 5% position and exit from an existing position 3.    Mania in SME IPOs and Thematic Mutual Funds, 4.    Does equity culture slows down bank deposit growth?

After 38 days of continuous selling, foreign portfolio investors net bought close to Rs 10,000 crore in the secondary market. That's a call for cheer. But data suggests otherwise. Read Sajeet Manghat's opinion: https://bit.ly/3AODF45

Mutual Fund (MF) is the most common investment product for Indian investors. Be it retail or HNI investors, wealth managers, investment product distributors, research analysts or fund managers, all have a keen interest in this instrument. In our new MF performance report series you get insights on performances for each MF category. You get to understand the distribution of returns - highest, lowest, average, median returns of mutual funds across categories and time periods. See where your investment stands compared to the entire pool. See which categories were able to beat the benchmark. In the ‘MF Performance Report May 2024’, we analyse: -Broadbased funds - Largecap, Midcap, Smallcap, LargeMidCap, Multicap, Focussed, Flexicap -Style Funds - Value & Contra -Sectoral funds - BFSI, IT, FMCG, Infrastructure, Transport etc. Hope you find it valuable. Any suggestions? Please let us know in comments #investing #finance #personalfinance #stockmarket #linkedin

This article discusses the evolution of market cap classifications in India due to economic growth, suggesting that risk should be assessed based on liquidity rather than market cap. It proposes a dual categorization system, similar to the U.S. model, to better reflect company liquidity and risk. The article emphasizes the importance of adapting investment evaluation methods to align with current market conditions. This modern approach is crucial for effective investment strategies in a changing market environment. For more details, you can read the full article by clicking on link below. #ITUSCapital #Investing #MarketCap #InvestmentStrategies #FinancialMarkets #SmallCap #MidCap #LargeCap #WealthManagement #PortfolioManagement https://lnkd.in/gKQn7E4e