Hot money bets big on India story, goes light on export-based themes

THE ECONOMIC TIMES Fri, Aug 05, 2016 | 08:00 AM IST ET Investment Opportunities

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Hot money bets big on India story, goes light on export-based themes The total exposure of FPIs jumped by Rs 77,946 crore, or 3.94 per cent, to Rs 20,53,275 crore as of June 30 from Rs 19,75,329 crore at the end of 2015. HNIs losing money in stocks, flock to IPO mart to chase quick bucks Alok Industries, which has an HNI holding of 38.61 per cent, is down 35 per cent so far this calendar. HCL Infosystems has slumped 32 per cent year to date. These seven stocks will see no benefit from GST GST in its entirety will be beneficial to the economy with some estimates pegging the long-term benefit of 0.9-1.5 percentage points to country's GDP. Top three sectors where Reliance MF's Sunil Singhania is betting big He said investors have to look at the company where they want to invest and see if the valuations are justified given the growth trajectory over next few years.

Advertorial Decoding the threat of critical Illnesses in India "Life is what happens when you're busy making other plans." Advertorial Don't buy your health insurance if it doesn't have these features To bridge the gaps created by Group Health insurance policies offered by employers, it's essential every earning individual has a health insurance policy of his own.

Scared of high valuations? New normal for Sensex PE is 19, not 15; here is how! GDP and earnings targets have been revised downward continuously and yields have fallen as central banks have continued to experiment with monetary policies. Half of Porinju's stocks gave multibagger returns in three years, but in the red now Of the nine stocks he has spoken about in 2016, five have given negative returns so far this year. But that's not the most intriguing part. Consumer stocks turn a 1000-bagger story over 12 years, and it's just started The BSE FMCG index has yielded an absolute return of 933 % over the past 12 years, the highest among eight major BSE sectoral indices, data by ETMarkets showed. Top 10 'dog stocks' you can count on in this greedy and choppy market They are the best friends of equity investors, as they guarantee stable returns even in a volatile market, much like a dog which is considered the man's best friend.

Advertorial What is not covered by your motor insurance policy If you know anything about insurance policies, you know that nothing in that cover comes without an asterisk mark. While what is covered is written in big and bold, the exclusions, terms and conditions are often in fine print and also loaded with jargon. Your car insurance policy isn't any different. Advertorial Are you financially literate? Find out how clear you are about investing Though the financial services industry claims that it is spreading investor awareness, a significant percentage of educated Indians remain financially illiterate.

Dear Rahul Gandhi, you missed this piece in 'arhar Modi' price debate Inflation in India, historically speaking, rises instead of falling when general elections draw near, that's the finding of a report by Ambit Capital. Five reasons why top 200 Indian firms may outshine Chinese peers The credit cycles in India and China are at different stages, S&P noted. "They are in fact moving in opposite directions," said Mehul Sukkawala.

NFO (FMPs) Fund Name Category Type Open Close Min Inv   HDFC FMP 1148D Aug 2016 (1) Direct-DQ Debt: FMP Closed-end 01 Aug 2016 08 Aug 2016 5,000 HDFC FMP 1148D Aug 2016 (1) Direct-G Debt: FMP Closed-end 01 Aug 2016 08 Aug 2016 5,000 HDFC FMP 1148D Aug 2016 (1) Direct-D Debt: FMP Closed-end 01 Aug 2016 08 Aug 2016 5,000 HDFC FMP 1148D Aug 2016 (1) Reg-D Debt: FMP Closed-end 01 Aug 2016 08 Aug 2016 5,000 HDFC FMP 1148D Aug 2016 (1) Reg-DQ Debt: FMP Closed-end 01 Aug 2016 08 Aug 2016 5,000 More >>

Real Estate News

Timely delivery focus of realty act draft These draft rules for the five union territories will now be placed in public domain for comments and suggestions before final notification.

Azure Power to set up solar projects atop DLF properties The green energy developer is aiming at commissioned capacity of more than 1,000 mw spread across 15 states in the current financial year.

Record 1.35 lakh buyers sign up for 972 MHADA Homes The houses that are being offered under this lottery are in the price range of Rs 8.20-84 lakh in Mumbai's suburban locations, including Borivali, Dahisar, Goregaon, Malad, Mankhurd, etc.

25% of India's top-rated office space set to get listed "As the Indian REIT market matures and its size expands, we expect the percentage to align with that of mature markets," JLL said in its report.

NFO - Non FMPs Fund Name Category Type Open Close Min Inv   UTI Capital Protection Oriented Scheme Sr VIII-I (1278 D) Direct-G Hybrid: Debt-oriented Conservative Closed-end 02 Aug 2016 16 Aug 2016 5,000 UTI Capital Protection Oriented Scheme Sr VIII-I (1278 D) Direct-D Hybrid: Debt-oriented Conservative Closed-end 02 Aug 2016 16 Aug 2016 5,000 UTI Capital Protection Oriented Scheme Sr VIII-I (1278 D) Reg-D Hybrid: Debt-oriented Conservative Closed-end 02 Aug 2016 16 Aug 2016 5,000 UTI Capital Protection Oriented Scheme Sr VIII-I (1278 D) Reg-G Hybrid: Debt-oriented Conservative Closed-end 02 Aug 2016 16 Aug 2016 5,000 Reliance Regular Savings Balanced-DM Hybrid: Equity-oriented Open-ended 08 Aug 2016 08 Aug 2016 500 More >>

Views and Recommendations

Neutral Vinati Organics Ltd., target Rs 595.0 : Motilal Oswal Securities 04 August, 2016, 01:35 PM IST Vinati Organics with its superior return ratios is available at 17.9x FY18E EPS. Neutral Buy NTPC Ltd., target Rs 185.0 : Motilal Oswal Securities 04 August, 2016, 01:30 PM IST Motilal Oswal values the stock at Rs 185/share based on 1.5xFY18E book value buy Buy Sun Pharmaceutical Industries Ltd., target Rs 925.0 : Motilal Oswal Securities 04 August, 2016, 01:27 PM IST Sun Pharma remains one of Motilal Oswal's top picks in the Indian pharma space on account of its multiple triggers (MK-3222 NDA filing, Ranbaxy synergy benefits, closure of warning letter on Halol), superior execution track record, high RoIC (29%) and cash-rich balance sheet buy Buy Coal India Ltd., target Rs 326.0 : Motilal Oswal Securities 04 August, 2016, 01:25 PM IST The stock trades at ~7x FY18E EV/EBITDA (ex-OBR). Valuations are attractive in view of bottom of the cycle coal prices and strong volume growth buy

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