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Showing posts with the label returns

FY26's hottest investment theme? SAMCO Mutual Fund CEO Viraj Gandhi says consumption is a must-watch

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[hfe_template id='11223'] [ad_1] As we step into FY26, consumption may emerge as one of the hottest investment themes due to lowering of interest rates and income tax rate cuts, says Viraj Gandhi, CEO, SAMCO Mutual Fund. In this chat with ET Markets, he also talks about 2 other promising sectors - private sector banks and pharma. Edited excerpts: What is your outlook on equity markets for the next 12–18 months, considering global uncertainties and domestic growth trends? Is this the time to buy the fear? Equity market outlook for the next 4-6 quarters would highly be influenced by a mix of global uncertainties and improving domestic growth. On the global front, trade tensions, especially the potential imposition of reciprocal tariffs by the new US President on different countries in early April, may invite short-term volatility and uncertainty in equities. Domestically, the outlook appears to be more positive. Recent improvements in macroeconomic data, such as inflation ...

How to construct multi-factor portfolios for consistent performance

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[hfe_template id='11223'] [ad_1] Market fluctuations and economic cycles often leave investors questioning their next move—whether to stay invested, wait on the sidelines, or seek indicators for clarity. However, history has shown that markets are influenced by multiple forces, many of which are unpredictable. External events, corporate performance, investor sentiment, and macroeconomic trends all play a role, often in ways that defy expectations. In this uncertain environment, structured investment approaches like factor investing provide a data-driven framework to navigate market volatility. Rather than relying on speculation or short-term trends, factor-based strategies focus on measurable characteristics—such as quality, growth, and momentum—that have historically contributed to long-term returns. By combining multiple factors, investors can build more resilient portfolios that adapt to changing market conditions, reducing reliance on any single driver of performance...

8 smallcap stocks that touched 52-week high this week, give up to 37% returns

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[hfe_template id='11223'] [ad_1] Friday's market surge lifted the weak indices, ending the week on a positive note. Easing food inflation, A gradual easing in food inflation and a price hike by FMCG companies, along with a recent correction in valuation, supported the sector to outperform. Additionally, the expectation of an increase in US spending is propelling the IT sector. Amid a highly volatile week, certain smallcap stocks hit their 52-week high, giving returns of up to 37% on a week-on-week (WoW) basis. Here is a list of 8 smallcap stocks among the lot, according to Ace Equity: Centum Electronics The stock hit its 52-week high of Rs 2,381.20 on the BSE this week, giving 36.8% returns in the said time period. Sunflag Iron And Steel Company The shares of Sunflag Iron And Steel Company hit a 52-week high of Rs 280 in this week. The week-on-week return stood at 27%. Gokaldas Exports Gokaldas Exports shares hit a 52-week high of Rs 1,210, gaining 23.4% WoW. Greaves...

62 BSE500 stocks give double-digit returns in September as market scales record highs. What's next?

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[hfe_template id='11223'] [ad_1] Indian equity markets scaled new highs in the month of September on the back of 50 bps rate cut by the US Federal Reserve, boosting the sentiments of investors that the easing cycle is here to stay. The markets clocked gains in three out of four weeks during the month. Benchmark Sensex rose 1.22% in September, as many as 62 stocks on BSE 500 clocked double-digit gains of up to 35%. Among these, about seven of them offered over 25% returns to investors during the month. These include Gujarat Fluorochemicals, JM Financial, Jubilant Pharmova, Campus Activewear, Himadri Speciality Chemical, Maharashtra Scooters, Cholamandalam Financial Holdings among others. The double-digit gains came from stocks of varied sectors of finance, pharmaceuticals, cement and construction, chemicals, textile and auto ancillary. In the smallcap space, as many as 146 stocks rose in double-digits with Ravindra Energy turning multibagger boasting a gain of 112%. About...

Navigating Market Panic: David Tepper's strategy for investment success - Maintain composure during panic

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[hfe_template id='11223'] [ad_1] Jun 29, 2024, 01:24:48 PM IST 1 / 11 Maintain composure during panic Renowned value investor David Tepper advises that maintaining composure during market panics can lead to success, as growth is a natural process and optimism is often rewarded in the long run. iStock 2 / 11 Big market corrections provide big opportunities David Tepper believes that significant market corrections create substantial opportunities for investors, who must identify these opportunities to succeed. He acknowledges that the exact reasons for deep market corrections are unclear, but emphasizes that without them, many top-performing long-term investors would not have achieved their remarkable returns. Shutterstock.com 3 / 11 Spot best opportunities David Tepper advises investors to always stay optimistic and be vigilant for the best investment ideas. By identifying the right opportunities, particularly during market corrections, investors have the potential to bec...

bank stocks: These 5 bank stocks can give more than 20% returns in one year

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[hfe_template id='11223'] [ad_1] Synopsis Check out Stock Reports Plus, powered by Refinitiv, for price targets of over 4,000 listed stocks along with detailed company analysis focusing on five key components - earnings, fundamentals, relative valuation, risk and price momentum to generate standardized scores. SR+ Reports is a complimentary offering to ETPrime members. Below is a list containing mean price targets for banking stocks collated with data from the latest Stock Reports Plus report dated May 29, 2024. The list also contains a count of analysts evaluating each banking stock for the next 12 months. For the purpose of this report, we have filtered out stocks wherein the count of analysts is up to 41 and upside potential is up to 29%. The list has been sorted based on potential upside estimated by these ETMarkets.com May 29, 2024, 12:53:00 PM IST Gift A Story Share member-only stories with your friends or family and help them read it for free. Gifting Limit Reache...