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Context is everything.
Detailed stories on technology startups, business and economic current affairs.
Detailed stories on technology startups, business and economic current affairs.
Frequent portfolio reshuffles and primary market allocations have driven returns. The question is whether this approach can hold up over the long term.
The broader Indian equity market has had a difficult year. The Nifty 50 and Sensex have declined 13% and 14%, respectively. For mutual fund distributors, walking into a client meeting with these numbers should be a nightmare. Yet mutual funds have held up remarkably well, largely because of one segment: small-cap funds.
Despite macroeconomic headwinds, including the US-Iran war, foreign investor outflows and India’s limited exposure to the AI and semiconductor boom, small-cap funds have delivered impressive returns. While, year to date, small-cap equity schemes have delivered average returns of 4.15% (against a decline of 7.6% for large-cap funds), the …
A market dominated by speculative activity is enriching sophisticated traders at the expense of retail investors, distorting exchanges and brokerages, and putting household savings at risk.
Lenders stand to gain a lot more than borrowers in the current challenging market environment
A dismal track record in portfolio management services doesn’t help the firm as it takes its first steps in a crowded industry dominated by some heavyweights.
