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policy reforms

FPIs invest Rs 30,772 cr in equities in July so far

by Mark McDuffie
FPIs invest Rs 30,772 cr in equities in July so far

Foreign investors injected Rs 30,772 crore into Indian equities so far this month, driven by hopes of continued policy reforms, sustained economic growth and a better-than-expected earnings season. Additionally, the …

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Fund Manager Talk | Worried about valuations in bull market? Nippon CIO on what to buy

by Mark McDuffie
Fund Manager Talk | Worried about valuations in bull market? Nippon CIO on what to buy

With valuations of stocks related to the investment cycle and policy reforms capturing the near term potential, Sailesh Raj Bhan, CIO – Equity Investments, Nippon India Mutual Fund, suggests investors …

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ETMarkets Smart Talk: Modi 3.0 unlikely to be over-populist at the cost of compromising fiscal discipline: Amar Ambani

by Mark McDuffie
ETMarkets Smart Talk: Modi 3.0 unlikely to be over-populist at the cost of compromising fiscal discipline: Amar Ambani

“I don’t see any likelihood of the government getting over-populist at the cost of compromising its fiscal discipline,” says Amar Ambani, Executive Director, YES Securities. In an interview with ETMarkets, …

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narendra modi: Modi premium for Indian stocks gets a hard look after elections

by Mark McDuffie
narendra modi: Modi premium for Indian stocks gets a hard look after elections

In recent years, investors bullish on Indian equities have cited the promise of policy reforms and rapid economic growth under Prime Minister Narendra Modi to justify its record premium over …

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markets: Stay patient; don’t dabble in risk right away: Maneesh Dangi

by Mark McDuffie
markets: Stay patient; don’t dabble in risk right away: Maneesh Dangi

“Market is embracing a weak Modi setup at least and it is not fully priced in yet. So, the areas where there was euphoria given the policy thrust of the …

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