Tag: market wrap

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Deal with Digital

The coming weeks will probably see a big deal announcement. This is going to be in a space where investors constantly doubted valuations.  If the rumour mills are to be believed, this deal between a potential buyer and Flipkart, India’s leading online retailer will be one of the biggest deals…

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A New Financial Year

A new financial year brings along newer opportunities and challenges. A financial year which follows an extremely profitable investment year will always have the challenge of delivering comparable performance. After a good year, we expect the next to be even better. But, when the year gets progressively tougher, then the…

Trend Reversal

The recent weeks are seeing the trend turn in several areas. Investment flows are looking very different with the persistent selling of FIIs in Indian equity. News flows are also not looking great in February. For instance, first we had the budget levied long term capital gains tax on equities.…

Role Play Begins

The last week of a calendar year is usually the time when global institutional investors take a break. When they return in January, their investment actions are often radically different from those made in December. Just like a test batsman takes a fresh guard after a lunch recess, fund managers take a fresh view of things in the New…

December Drama Awaits

The coming weeks promise to be interesting. During recent months, domestic investors have put behind almost every market setback and resumed buying equities. Domestic liquidity has absorbed any selling by FIIs. Traders have also remained supremely confident on equities and we are entering December with the highest level of confidence.…

A New Script Awaits

December is always a defining month for the equity markets. It is the vacation hour for global fund managers. They take stock in December and adopt changes in their strategy for the coming year. Similarly, domestic fund managers also take stock of the emerging macros and realign their strategies. December…

Read the signals

Companies are raising capital at a pace like never before. Promoters are selling their shares at a frenzied pace. Mostly, the buyers are domestic mutual funds. The target segment is restricted to midcaps and small caps. Clearly, retail inflows are placing strong compulsions on fund managers to deploy money quickly,…

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