The market will watch out for certain macros and events that play out in 2019. At least ten factors could be on the market’s radar in the new year.
Though the year 2019 looks promising at the outset, brokerages and research houses rather have a moderate view of equity returns, as global growth is tapering and central banks are on a liquidity-tightening stance.
Sohini Andani is fund manager at SBI Mutual Fund, managing several top funds such as the SBI Blue Chip Fund, SBI Magnum Midcap Fund and SBI Banking & Financial Services Fund.
The Nifty had lost just 51 points last week, but the index’s intra-week movements gave enough jitters to traders having both long and short positions, as the Nifty moved in both directions.
Till Thursday, it appeared the Indian market would deliver another week of outperformance against developed markets and other Asian peers. The market mood was upbeat. Not just the indices, but even the mid-cap segment showed signs of revival. Everything seemed too good.
NBFC business models are robust in the long run given the paucity of banking credit for the MSME segment.
Mustard seed has seen considerable ups and downs in the past four quarters. Prices may trade within a range till the harvesting of new crop in February, but arrivals may exert pressure on prices thereafter.
The US-China trade war is turning out to be a blessing in disguise for the Indian rubber industry, particularly for those who are into exports. Call it a positive rub-off effect on the Indian rubber industries or else, rubber exporters are getting increasingly larger orders from the US markets.
As prospects of Chinese steel demand decline for 2019 become more acute, Indian steel players are re-discovering the perils of high leverage in a deep cyclical sector.
A perfect mutual fund portfolio is one that is in line with one’s risk appetite and capable of meeting the financial goals.
Asset prices mostly move in a trend. They either move up, down or sideways with periodic breaks. Every investor or trader is comfortable dealing with these trends. The reason is that well-defined and time-tested models are available for investors to operate during different market trends.
The increasing fear of outliving savings has ushered people to direct their investments into diverse portfolios, engineered to guarantee a steady retirement corpus.
Faced with a choppy market and prolonged downturn, investors are looking for safer bets in the equity market.
As an investment theme, holding companies are becoming a favourite among retail investors for their ‘lower risk with consistent and higher returns’ perception.
G Pradeepkumar, chief executive officer of Union Asset Management Company, is a veteran of the mutual fund industry, with nearly three decades of experience in structuring and marketing products like mutual funds, offshore funds, private equity, portfolio management services (PMS), hedge funds an
In the next two years, investors will move beyond NBFCs and banks, and start looking at other financial services stocks like AMCs, insurance companies and wealth businesses.