2025 budget expectations from the life insurance sector. 

Mutual funds poised for growth amid untapped investor potential.

The article is authored by Rahul Ghose, CEO of Hedged.in.

This article is authored by Siddharth Vora, Head of Quant Investment Strategy and Fund Manager, PL Asset Management.

Why should you choose an education loan to finance your education?

This article is authored by Gaurav Seth, Chief Financial Officer, IIFL Home Finance Pvt Ltd

This article is authored by Viral Shah, Head Brokerage, 360 ONE Wealth

Authored by Vinod A N, General Manager of South Indian Bank

This article is authored by Anmoll D Shroff, Founder and CEO, Graanth Realty

The budget is expected to be progressive, with a potential rise in populism.

Investors could trade in the stocks in the sectors expected to benefit listed above ahead of the budget as current market levels mean that investments in them may have to wait till after analysing the fine print of the budget.

The 2024 election results have ushered in a period of both opportunities and challenges for the Indian economy and equity markets.

This coalition victory highlights the diverse and fragmented nature of Indian politics, where regional parties have gained substantial influence.

India is the second-largest consumer of the yellow metal in the world and its organized gold loan market is worth Rs 6 trillion, which represents only 35 per cent of the total business.

This reflects the strategic imperative for organizations to harness the power of AI for sustainable growth and innovation in an ever-evolving technological landscape.

Their long investment horizon allows them to potentially benefit from the historically superior returns offered by equities compared to other asset classes.

Indian investors looking to diversify their portfolios with exposure to US stocks can invest in ETFs that track the Dow and the Nasdaq.

These elections not only test the waters of political fortitude but also serve as a bellwether for investor confidence and economic strategies moving forward.

By encouraging domestic production, India creates a massive captive market, shielding manufacturers from the price wars that plague exporters.

hile the concept sounds appealing, it requires predicting market peaks and troughs, a feat not even the most seasoned investors can claim to perform consistently and successfully.

Biases like overconfidence, loss aversion, and anchoring make it difficult for managers to assess market changes objectively and adjust factor exposures accordingly.

The bottom line is that quant funds are the perfect combination of man, data, machine, and alpha. India is among the fastest-growing economies globally, on track to become the 3rd largest economy by 2028.

While we may have missed some stocks, our adherence to these values has brought us great success, making us one of India's top 10 PMS performers.

Mutual Funds are managed by competent professionals who ensure that the portfolios are designed and managed as per the scheme mandate and extant regulations.

While there are many investment choices available in India's changing investment management scene, people with limited earning timeframes must focus on preserving and managing their wealth well.

The stock market rallies of 2023-24, which occurred on a relatively high base, have now led to a shift in market dynamics, with debt markets adjusting to a "higher for longer" interest rate environment.

Once you achieve this corpus, how you deploy and use this corpus also plays a crucial role in sustaining the corpus for a longer period. 

Similarly, March to May sees a rally that could be linked to the financial year-end activities, including corporate results and forecasts influencing investor sentiment.

Strategic research is indispensable for businesses seeking to thrive in dynamic market environments.

This article is authored by Pawan Bharaddia, Co-Founder of Equitree Capital

This article is authored by Aditya Sood, Fund Manager at InCred Asset Management.

This article is authored by Raghvendra Nath, Managing Director, Ladderup Wealth Management Pvt Ltd.

Authored by Raman Bhatia, Founder & Managing Director of Servotech Power Systems Ltd, this article shares his valuable insights about the EV and solar industry

Unlock valuable insights into the budget's impact through the perspectives shared by experts

Expert opinions that can provide valuable insights into market expectations for the budget.

Global growth is moderating, and inflation is slowly coming down. Global central banks are close to the end of the rate hike cycle.

Traders can consider direction-agnostic strategies such as butterflies, long strangles/straddles or iron condors to have a higher chance of profiting from the volatility.

However, the upcoming budget on February 1, 2024, will still be important for two reasons. It will be interesting to watch the announcements of populist measures, if any. Further, the budget may also indicate the thought process of the government regarding the policy framework it may apply if it is re-elected. 

New formats are more capital efficient than older ones and hence the incremental ROCE is higher along with a long runway for growth leading to high growth and high ROCE. 

The upcoming Union Budget 2024-25 is crucial for India's green energy ambitions, particularly the solar industry.

Fueled by global exposure to international trends and cutting-edge architectural designs Luxury real estate saw a remarkable 151 per cent YoY sales surge in Q1 2023.

Today, there are 8.5 crore investors, out of which more than 2 crore are ladies and more than 5 crore households which invest directly through stock markets account for 17 or 18 per cent of India's total households.

In 2024, the outlook for GCCs seems promising and I expect them to play a pivotal role in shaping the future, albeit we take steps to consolidate our position in the rapidly changing world. 

In the calendar year 2023, the Nifty 50 has delivered a remarkable return of 19.9 per cent. Riding on this bullish momentum, the Nifty Mid-cap and Small-cap indices have outshone with impressive returns of 47.4 per cent and 57.1 per cent, respectively.

Swapping such stocks with outperformers can optimize portfolio performance, akin to building a winning cricket team with top-performing players.

Alpha is hopefully created by being ahead of the curve and coming in just as the party starts rather than when people have started swinging off the chandeliers.

Our view is that retail investors should make the most of the situation ahead by diversifying into long-term Gilt funds apart from taking small exposures into a hitherto ignored category, Credit Risk Mutual funds.

Factor funds lie somewhere between discretionary active and rule-based passive funds. These are also called ‘smart beta’ funds. We like to think of them as “Active Beta” or Rules-Based Active Funds.

Authored by Nityanand Prabhu, Executive Director and Business Head, LIC Mutual Fund Asset Management Ltd.

Most investors will do so much better just by getting step 1 and step 2 in place. Understanding this on an intellectual level is easy. But really understanding this in your bones, takes a decade in the market.

The renewable energy (RE) potential in India is 1000+GW (gigawatts) and the current installed capacity (as of Jun’23) is 176.24 GW, which includes hydropower too.

Market-linked debenture (MLD) is a good tool in this regard. MLDs help people to remain invested in volatile market conditions without risking their capital.

The irony is that most of us are unaware that our privacy is being breached

In response to the influx of young investors and technological advancements, stockbroking firms are elevating their customer experience (CX). Trust and transparency remain paramount, but the landscape has changed. 

Authored by Rishi Piparaiya, best-selling author and financial mentor

Authored by Mohit Ralhan, CEO, TIW Capital

On the whole, the Magic Formula definitely has the potential to wield magic in the context of the Indian Capital markets!

Authored by Sandeep Gogia, Managing Director - Investment Banking, Equirus

Authored by Shrey Jain, Founder and CEO of SAS Online

This is the right time to look for bottom-up opportunities in selective sectors while considering mean reverting stocks as likely sources of generating alpha.

How does one find high-growth companies? To start with it’s important to find a pond with a lot of fish which are of high-return variety.

 PMS strategy that focuses on navigating market cycles is the INVasset AAID (Advance Algorithms for Investment Decisions) approach

Authored by Conjeevaram Baradhwaj, Executive Vice President (Legal & Compliance) and Company Secretary at Future Generali India Life Insurance Company Ltd

Mr. Abhishek Banerjee, Founder & CEO, Lotusdew Wealth and Investment Advisors

Authored by Akshat Khetan, founder of AU Corporate Advisory and Legal Services

Authored by Rishi Piparaiya, Best Selling Author and Financial Mentor

Authored by Rrajesh Sharrma, CEO and Principal Officer of Anand Rathi Insurance Brokers Ltd

Profitable Growth and Longevity at a reasonable Price

Authored by Mohit Ralhan, Chief Executive Officer, TIW Capital

Authored by Tejas Khoday, co-founder and CEO of FYERS

Authored by Umesh Mohanan, Executive Director and CEO of Indel Money

Government’s continued emphasis and rising investments in the infrastructure sector present encouraging long-term opportunities for investors, affirms Nimesh Chandan, CIO, Bajaj Finserv Asset Management Limited

Authored by Vickash Chowdhary, Founder, Alpine Primo

Authored by Pratik Kataria, Director, Sainath Developers and NAREDCO Committee Member, Maharashtra

Authored by Tejas Khoday, cofounder and CEO of FYERS

Authored by Sandeep Mishra, Chief Distribution Officer, Bharti AXA Life Insurance

The outlook on the Indian broking industry is positive, believes Trivesh D, COO of Tradejini

Authored by Sanil Basutkar, Co-Founder of Healthysure

Authored by Raghvendra Nath, Managing Director, Ladderup Wealth Management Pvt Ltd

Authored by Mohit Ralhan, Chief Executive Officer, TIW Capital

Authored by Nilesh Parmar, Chief Operating Officer and Chief Technology Officer, Future Generali India Life Insurance Company Limited

While the macro picture for India is looking benign, any global shock or dislocation will tend to have a near-term effect on Indian equities as well, expresses Ritwick Ghoshal, Managing Partner and CEO of Bay Capital

He views that a ‘hawkish pause’ could mean an ‘extended pause’ in policy rates in the rest of 2023, with a ‘cut’ in early 2024. A pause or cut is likely to unleash demand in the housing sector which fared well despite rising rates

It is important to look for stocks with solid fundamentals, strong end-market demand and robust FCF generation, states Mohit Mittal, Director of Investment Research, Acuity Knowledge Partners

Authored by Puneet Maheshwari, Director, Upstox

Broader markets continue to look strong with fresh breakouts seen in Nifty Midcap and Nifty500 indices, states Gaurav Bissa, Vice President - Equity Advisory, InCred Equities

In an era of evolving financial landscapes and ever-changing market dynamics, investors must understand the significance of strategic asset allocation, emphasises Ashish Patil, Head of Product and Strategy, LIC Mutual Fund Asset Management Ltd

Authored by Yashoraj Tyagi, COO and CTO, Sqrrl by CASHe

Authored by Sanil Basutkar, Co-Founder of Healthysure

Authored by Mohit Ralhan, Chief Executive Officer of TIW Capital