VALUE INVESTING
Dow Jones ends at record high, Russell 2000 closes higher for fifth straight day on rate cut bets
Wall Street rose as Dow hit high on U.S. retail data. Nvidia, Microsoft limited Nasdaq. Small caps, Russell 2000 gained. Dow transportation, value stocks surged. September rate cuts likely, said Greg Bassuk. UnitedHealth, Bank of America profits exceeded expectations. Mixed results for Morgan Stanley, Schwab. S&P 500 saw gains; trading volume was high.
Best value funds to invest in July 2024
If value investing still appeals to you, here is our list of recommended value funds to invest in July 2024. There is no change in our recommended schemes. Watch out for our monthly updates to find out whether your favourite scheme is performing well.
SBI Small cap Mutual Fund has an impressive track record, lowest volatility in returns
We examine the key fundamentals of the fund, its portfolio and performance to help you make an informed investment decision.
ET Mutual Funds Explains: Want to know the future value of your financial goals? Use this formula
Many investors just pick a random number. Many investors pick up big numbers, usually Rs 50 lakh or Rs 1 crore which they think will suffice for their future. Inflation significantly reduces the purchasing power of money over time, so the amount that appears substantial now might not be enough in the coming years.
Premiumization in India: Unlocking investment opportunities
Consider the automotive industry: 60% of car registrations in India in FY24 have been SUVs, highlighting a preference for higher-end vehicles offering status and comfort. In the two-wheeler segment, growth is driven by demand for power bikes Similarly, metropolitan real estate markets, particularly in Mumbai, NCR, Bangalore, and Chennai show a rise in demand for luxury properties India's luxury housing market is thriving, as it recorded a 10 per cent year-on-year (Y-o-Y) growth in sales during the first quarter (Q1) of 2024.
Mutual fund investing: What is total expense ratio?
If you are confused by personal finance terms, jargon and calculations, here’s a new series to simplify and deconstruct these for you. In the sixth part of this series, Riju Mehta explains what total expense ratio means in mutual funds.
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Is Warren Buffett aware that the US dollar is losing 99.99% of its value? What did Michael Saylor say about this?
In a podcast, Michael Saylor has warned that the US dollar is losing its value due to high rate of inflation and other currency options. He added that well known investors are aware of this reality.
Hedge fund’s secret Adani short revealed in blow-by-blow account
A short-seller's report targeting Adani Group led to a $153 bn market value drop. The investigation involved a hedge fund, regulator, and a big Indian bank. US regulators scrutinized hedge fund collaborations and short-selling's impact on market efficiency.
Departments advised against blanket approval of Chinese FDI
There must be review and monitoring, including through robust IT tools and databases, when it comes to FDI from countries of concern, highly placed sources told ET. Once a system is in place, disposal of cases should take place through a time-bound mechanism, sources pointed out.
ET Mutual Fund Explains: Want to know the future value of your monthly investments of Rs 10,000? Use this formula
Mutual fund investors often choose monthly investments or SIPs as a way to regularly invest a small, affordable amount after covering expenses and emergencies.
Special call auctions to aid holding companies price discovery, narrow discounts
Sebi introduces special call auctions for price discovery of holding companies, narrowing the market-book value gap. Stocks like Kalyani Investment trade at 60-85% discount to book value.
More than 50% value and contra mutual funds outperform benchmarks. Should you invest?
Around 69% and 100% of value and contra mutual funds respectively outperformed benchmarks in the last three years, driven by market recovery and strategic stock selection, as per ETMutualFunds and experts like Abhishek Jain from Arihant Capital.
This ratio helps in avoiding mirage of value in bullish time: 5 stocks from different sectors for long-term investors
Given the high probability that bulls will be soon seen all over the street. It would be better to just be a bit more cautious while taking incremental exposure. One thing which investors need to take into consideration is that there is a big difference in what is value and what looks cheap due to one financial ratio, more often than not, relying on PE may lead to wrong investment decisions. When looking for long term investment, it is better to use PEG ratio, though finding the right ratio is itself a challenge. PEG ratio is much better compared to the commonly used P/E ratio. It helps in avoiding stocks which might appear cheap but actually are not value buys. Also in sectors which are cyclical in nature, looking at the price earning matrix may lead to wrong decisions.
ET Mutual Funds Explain: How to calculate future value of your lumpsum investments
The lumpsum calculator is a financial tool that is designed to estimate the future value of a one-time investment. The calculator is a financial tool to assess the prospective returns that a significant amount of investment can give at the end of the tenure or on the maturity.
Best value funds to invest in June 2024
Value investors buy such stocks and wait for the market to discover these stocks. When the discovery happens, the stock prices will go up, and value investors make money. It may sound simple. But it is not very easy to execute. The market may take very long to discover these stocks and it may test your patience
64% value mutual funds outperformed benchmarks under Modi 2.0
Around 64% value mutual funds have outperformed their respective benchmarks in Modi 2.0. In terms of numbers, of the 14 schemes available in the period, 9 outperformed their benchmarks, according to data by ACE MF. Here is the breakup.
Unlocking the power of passive value investing through Nifty 50 Value 20 Index
Investing can be done in many ways. One of the eminent investment philosophies that is used by investors is value investing. Value investing is an investment strategy where investors seek to buy stocks that they believe are undervalued by the market. These stocks are typically trading below their intrinsic value, which is determined by analysing the company's fundamentals, such as earnings, dividends, and growth potential.
For MF investors, multi-asset approach is way to go
According to mutual funds research firm Value Research, at present flexi-cap schemes on average have an allocation of 50.9% to blue-chips, 19.9% to large-caps, 22.9% to mid-caps and 6.8% to small-caps.
Stock investing - have you found your investing style?
Understanding different investing styles is crucial for long-term success in stock investing. Whether it's quality, value, momentum, low volatility, or sentiment, investors must align their strategy with their preferences and comfort to navigate the market effectively.
Dell shares slump 18% as heavy AI investments expected to dent margin
Dell's stock is projected to lose over $21 billion in market value, despite having experienced a remarkable 80% surge earlier this year. The company, like many others, has made significant investments in advanced server hardware to accommodate the growing demand for complex artificial intelligence processing.
Contra bet! With 68% AUM jump in April, what’s fueling rally in this equity MF category?
In April, contra/value equity mutual funds witnessed a 68% AUM jump to Rs 1,57,946 crore, attracting investors with a higher risk appetite. These funds invest in out-of-favour or undervalued stocks, offering potential returns amid market volatility.
1 million to $13 million in 5 yrs: 'Indian Warren Buffet' Mohnish Pabrai shares his success journey
Mohnish Pabrai, an Indian-American investor and founder of Pabrai Investment Funds, credits his success to emulating Warren Buffett's investment principles. Pabrai's journey, marked by substantial returns and strategic bets, showcases the efficacy of Buffett's methods. Known for his high-return investments and avoidance of startups and IPOs, Pabrai's approach emphasizes value investing and selectivity. His net worth and insights on investment strategies highlight the power of disciplined, long-term investing.
Is India a growth or value market? Decide with the help of some data
The investor argued strongly that following a value strategy in India could be more lucrative. To support his point, he presented data from the MSCI India Value and MSCI India Growth indexes over 3, 5, and 10-year periods. In each case, the Value index outperformed the Growth index. He was confident that this trend would continue in the future.
Utpal Sheth on how buy, hold and sell work for a terminal value investor
Utpal Sheth, Senior Partner & CEO of Rare Enterprises and Co-Founder & Mentor at Trust Group, emphasizes the importance of conviction, courage, patience, and equanimity in terminal value investing. Apart from buy and hold. the sell decision is important for the terminal value investor will take, but it needs to be taken at the right time.
Bearish trades crater fast in Wall Street’s high-momentum rally
Traders are betting against the tech-heavy Nasdaq 100 index, investing heavily in bearish exchange-traded funds (ETFs). However, their bets have not paid off as the index continues to rise, causing these bearish ETFs to plunge. One example is a bearish ETF that has dropped 20% in a month after receiving $500 million in investments at the start of the month. This situation highlights the risks involved in betting against a strong market trend.
GQG Partners' investments in Adani stocks surge 172% to $11.6 billion
The US-based investment firm saw its investment in six Adani group stocks nearly triple in value, from ₹38,500 crore ($4.6 billion) to ₹96,431 crore ($11.62 billion) within a span of roughly seven months. This remarkable 150% increase highlights the investor's confidence in the Adani group and the potential growth of the Indian market.
Warburg Pincus exits Apollo Tyres by offloading Rs 1,072 crore worth stake
The leading global PE firm offloaded about 3.5% stake or 2.24 crore shares. Goldman Sachs, Morgan Stabley, Mirae Asset MF, Societe Generale, Citigroup, ICICI Pru MF bought stakes. Mutual funds have a significant 16.77% stake and foreign investors hold about 17.61% stake as of March 2024.
Unconventional market signals: Unveiling special opportunities in investing for superior returns
By embracing a more nuanced approach to investing and staying vigilant for special situations, retail investors can position themselves to capitalize on opportunities that often get overlooked. By understanding and capitalizing on special opportunities such as demergers or spinoffs, holding company discounts, and promoter buying, investors can generate superior returns as these strategies have a positive historical track record.
Best value funds to invest in May 2024
Value investors buy such stocks and wait for the market to discover these stocks. When the discovery happens, the stock prices will go up, and value investors make money. It may sound simple. But it is not very easy to execute. The market may take very long to discover these stocks and it may test your patience.
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