Tag: shyam sekhar

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,…

Open chat