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Asset Allocation: ETMarkets Smart Talk: Sensex@80K! Sahil Kapoor recommends multi-asset allocation strategy for new investors

August 16, 2024 by Scott Martin

“Allocate new money to a multi-asset allocation strategy or an equity savings fund with lower equity allocations,” says Sahil Kapoor, Head of Products & Market Strategist, DSP Mutual Fund. In an interview with ETMarkets, Kapoor said: “Retail investors should prioritize building a well-rounded portfolio that includes both equity and debt, aligning their investments with their … Read more

risk-to-reward ratio: ETMarkets Smart Talk: Chemicals & CRAMS sectors likely to get re-rated in FY25: Nimesh Chandan

May 28, 2024 by Scott Martin

“Largecap stocks currently offer a better risk-to-reward ratio compared to midcaps and smallcaps,” says Nimesh Chandan, CIO, Bajaj Finserv Asset Management. In an interview with ETMarkets, Chandan, said: “We expect chemicals and CRAMS(Contract research and manufacturing services) sectors, which has been an underperformer for the past few years, to get re-rated as business improves this … Read more

Anand Rathi Advisors: ETMarkets Smart Talk: How to invest money in FY25? Allocate 60% to equities, 15% to debt and 15% to commodities: Samir Bahl

March 22, 2024 by Scott Martin

“A significant allocation to equities (around 60-70%) is recommended, providing significant opportunity for long-term wealth accumulation,” says Samir Bahl, CEO – Investment Banking, Anand Rathi Advisors. In an interview with ETMarkets, Bahl said: “To offset the risks associated with the stock market, a balanced portfolio including 15-20% in debt instruments like bonds is prudent along … Read more

semiconductor sector: ETMarkets Smart Talk: Global semiconductor sector likely to reach a trillion-dollar industry by 2030: Anil Rego

March 21, 2024 by Scott Martin

“The global semiconductor sector is positioned for a decade of expansion and is forecasted to reach a trillion-dollar industry by the year 2030 driven by automotive, data storage, and wireless industries,” says Anil Rego, Founder and Fund Manager at Right Horizons – A SEBI-registered PMS provider. In an interview with ETMarkets, Rego said: “We are … Read more

midcap stocks: ETMarkets Smart Talk: Retail money fueling rally in small & midcaps; expect modest return in FY25: Ramkumar K

March 17, 2024 by Scott Martin

“There are pockets of exuberance emerging, so caution is advised in selecting sectors and scrips. Modest returns from equities should be anticipated in the next year.” says Ramkumar K, Chief Investment Officer, Reliance General Insurance. In an interview with ETMarkets, Ramkumar said: “We believe that domestic flows have driven the search for mid and small-cap … Read more

Asset Allocation: ETMarkets Smart Talk: Rs 10 lakh to invest in 2024? Allocate 80% to equity and add some REITs: Srikanth Subramanian

January 10, 2024 by Scott Martin

“Investors can start with 80% in equity and rest in Debt plus alternates like REITs can be a good way to start. Ofcourse, this is not a blanket suggestion- your asset allocation will depend a lot on your particular circumstances,” says Srikanth Subramanian, CEO, Kotak Cherry. In an interview with ETMarkets, Subramanian said: “For equity, … Read more

asset allocation: ETMarkets Smart Talk: Think again if you plan to increase exposure towards small & midcaps in 2024

December 7, 2023 by Scott Martin

“It may be wise to re-evaluate investments in the small & midcap space and consider shifting focus towards largecap stocks, which have the potential to deliver a stronger performance in the coming year,” Rajeev Mathur, Head – Wealth Broking, YES SECURITIES India Ltd. In an interview with ETMarkets, Mathur said: “It is important to note … Read more

Indian markets: ETMarkets Smart Talk: Real estate sector is witnessing a multi-year cycle: Dr. Poonam Tandon

November 24, 2023 by Scott Martin

“The real estate sector has gone through significant disruptions in the last decade,” says Dr. Poonam Tandon, Chief Investment Officer at IndiaFirst Life. In an interview with ETMarkets, Tandon said: “we believe the sector is witnessing a multi-year cycle with low inventory levels and improving affordability aiding strong demand, especially on the residential real estate,” … Read more

Stock picker market: ETMarkets Smart Talk: Stock picker market! Nifty could give 10-12% return in next 1 year amid volatility: Jyoti Roy

November 23, 2023 by Scott Martin

“While we expect the Nifty to give a 10-12% return over the next one year, we also see volatility levels going up in the near term given uncertainties to global growth due to aggressive tightening by the US Fed,” says Jyoti Roy, Head of Equity Research, Sanctum Wealth. In an interview with ETMarkets, Roy said: … Read more

real estate stocks to buy: ETMarkets Smart Talk: This CIO raises exposure to real estate stocks; sees multi-year growth opportunity

November 20, 2023 by Scott Martin

“We believe India’s investment and real estate cycle are in their early stages and can witness multi-year growth led by continuity of public and private sector investments and favourable govt policy,” says Taher Badshah, CIO, Invesco Mutual Fund. In an interview with ETMarkets, Badshah said: “We have recently increased our exposure to residential real estate … Read more