Go overweight on equities, invest extra cash in a staggered way

THE ECONOMIC TIMES Fri, May 15, 2020 | 07:19 AM IST ET Investment Opportunities

Go overweight on equities, invest extra cash in a staggered way In the third round of lockdown, our challenge has been to restart the economy. D-St veteran's survival tips for investors in post-Covid world The economic situation of India was very bad even before the Covid-19 pandemic. Telecom, tech to emerge stronger post-Covid: Raamdeo Agrawal 'Invincibility of a business model is being tested now' India's FMCG story is the most attractive: Edelweiss Securities 'This is a sector in which debt is not a concern at all'

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Top Mutual Funds SCHEME NAME RATING 1 M(%) 6 M(%) 1 YR(%) 3 YRS(%) Axis Bluechip Fund Direct Plan-Growth 1.03 -14.15 -1.81 8.61 Axis Bluechip Fund-Growth 0.90 -14.63 -2.99 7.17 Canara Robeco Bluechip Equity Fund Direct-Growth 3.46 -11.37 -0.40 5.25 Canara Robeco Bluechip Equity Fund Regular-Growth 3.28 -11.96 -1.69 4.01 HDFC Index Sensex Fund-Growth 4.26 -20.42 -13.30 2.64 FeaturedICICI Prudential Corporate Bond Fund Direct Plan -Growth ★★★★★ 2.04 4.53 10.56 8.23 Start SIP

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Everything that shines is not gold, it could be silver: Jim Rogers Everything that shines is not gold, it could be silver according to Jim Rogers! Watch as he shares his preferred choice of investment with ET NOW's Nikunj Dalmia. A big crisis can be turned into big opportunity: Navneet Munot 'PM has injected huge amounts of confidence among stakeholders & promised a lot of capital.' MFs sold top Nifty stocks in April to lap up low-lying fruits Data showed MFs bought shares in beaten-down auto and PSU stocks in April. Top themes that may play out due to Covid-19 crisis Axis Securities identifies key areas of opportunity which are likely to see outsize returns over the next one year. The brokerage believes there will be a wide of range of opportunities for quality companies across sectors, however, some themes are more likely to play out and benefit the leader companies in that space disproportionately. Here's a look:

Investors' Guide: Is gold heading for Rs 50,000 mark? Can gold really go soaring to a new peak far higher from current levels? Consumer staples, tech & pharma best defensive plays: Gopani 'For the $270-280 bn GDP hit, someone will have to pay the price and asset quality issues will come up in some of the banks.'

Real Estate News

Residential real estate poised for bounceback: Godrej Properties 'Industry leaders would benefit from both the demand revival as well as consolidation.'

Luxury flat buyers push for deep discounts Buyers are trying to get the best possible deal knowing fully well that the developers don't have much leverage due to a cash crunch, projects that are stuck due to labour and raw material shortage, and also because of a demand shortage that may well extend into a few months.

FPCE opposes 6-month extension for project completion Among the state authorities, Maharashtra, Karnataka and Uttar Pradesh have extended the project completion deadlines by 3 months, while Madhya Pradesh and Tamil Nadu has extended the same by 6 months.

No registration fee for first sale of apartments in Tamil Nadu The move comes in the wake of some sub-registrar offices demanding to register the apartments attracting stamp duty and registration fee. However, it is applicable only on the first sale of the property.

Mumbai's luxury realty market sees demand pull-back While Covid-19 hotspots and containment zones pretty much criss cross the city, these homebuyers are expected to avoid properties adjoining such micro-pockets in localities like Worli, Parel, Byculla, Lower Parel, Prabhadevi, Sewri and Wadala in central Mumbai that was already facing a oversupply situation.

NFO - Non FMPs Fund Name Category Type Open Close Min Inv   More >>

Views and Recommendations

Buy Siemens, target price Rs 1,400: Edelweiss 14 May, 2020, 01:25 PM IST Access to parent's robust global product portfolio and a favourable transformation in domestic industrial capex (rising spend towards automation/efficiency in the post COVID-19 era) will improve the company's returns over the years, Buy Buy ICICI Pru Life, target price Rs 450: Anand Rathi 14 May, 2020, 12:47 PM IST While short term growth might get impacted given the current uncertain environment stemming from Covid-19, the company is well positioned for medium to long-term growth. Buy Buy Siemens, target price Rs 1,277: ICICI Securities 14 May, 2020, 12:10 PM IST Focus on margins, predictable cash flows from digitisation and short-cycle demand is expected to support medium- to long-term growth. Buy Buy Kotak Mahindra Bank, target price Rs 1623: ICICI Securities 14 May, 2020, 11:55 AM IST Management hinted at staying cautiously optimistic, focusing on sustainability and resilience, customer acquisition through digital route and growing franchises in non-credit businesses. Buy

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