Fisdom

RBI's October 2024 MPC Update: A Shift Towards Neutrality The RBI has held rates steady but shifted its policy stance to 'neutral,' signalling flexibility ahead. Rate cuts could be on the horizon, though challenges related to inflation and growth may cause a slight delay. 📖 Read our detailed coverage of the MPC below. Sagar Shinde Nirav Karkera #RBI #MPC #MonetaryPolicy #IndianEconomy #FisdomResearch

🌟 Capview - September 2024: India's Growth Story Continues! 🌟 We’re excited to share the latest edition of Capview! This month, we explore India’s robust economic trajectory, justifying its premium valuations. With strong growth, political stability, and rising global investor confidence, India continues to lead among emerging markets. Fisdom Research has provided additional key insights that reinforce our belief in India’s growth story. Our team has also shared portfolio management strategies for the future to help investors navigate these dynamic markets. Check out more insights in our latest edition titled "Hot Engine". 🌏💼 Nirav Karkera Sagar Shinde #Capview #FisdomResearch #IndiaGrowthStory #Investments #MarketOutlook #EconomicGrowth #EmergingMarkets #LargeCaps #MacroTrends #InvestorInsights #GrowthPotential

In today's market, with most indices frequently hitting new highs, sectoral and thematic investments require a more nuanced and cautious approach. At Fisdom Research, we are focusing on three key themes: IT and technology, which is set to grow as global demand strengthens; manufacturing and public sector enterprises, which are benefiting from stronger balance sheets and the ongoing execution of strategic initiatives; and infrastructure and energy, driven by rising demand and India's energy transition. While these sectors present significant potential, their cyclical nature means investors should be prepared for longer holding periods and moderated return expectations. Comprehensive research and professional advice are crucial to navigating these opportunities effectively. Please conduct your own research before making any investment decisions. In an insightful conversation led by Kavita, on The Money Show Watch on ET NOW: https://lnkd.in/dZ59G-xX

📢Exciting News!🎉 We are thrilled to announce our partnership with Punjab & Sind Bank to unlock a world of investment opportunities for PSB customers! 📈 Through the PSB UnIC app , customers can now easily and confidently explore and invest in a diverse range of mutual funds and stocks—all in one place. This partnership is a significant milestone in our mission to make investing accessible, seamless, and hassle-free for everyone. We’re eager to work closely with the Punjab & Sind Bank team to take this collaboration to new heights and empower more customers on their financial journeys. #Partnership #WealthManagement #InvestSmart #PunjabAndSindBank #MutualFunds #Stocks #Trading Subramanya S V Anand Dalmia Karan Batra Girish Venkat Ramakanth Beta Mayank Tiwari Nirav Karkera

📢 Monthly Outlook: "Shining Bright" - August 2024 Edition Released! 🌟 We are excited to share our latest monthly outlook publication, Shining Bright for August 2024! This edition covers a wide range of topics, including: - Insights into the Indian economy - In-depth analysis of equities, currencies, and commodities - A forward-looking perspective on the equity markets - Focused themes - Comprehensive coverage of fixed income markets - Actionable insights for investors in the fixed income space Stay ahead of the market trends and gain valuable insights to inform your investment strategies. Nirav Karkera Sagar Shinde #MarketOutlook #InvestmentInsights #ShiningBright #EconomicUpdate #FinancialMarkets #EquityAnalysis #FixedIncome #InvestorInsights #MonthlyReport #fisdomresearch #fisdom

The RBI's Monetary Policy Committee did not surprise with its stance on maintaining the status quo. However, the commentary included several indicators that suggest a higher weight will be placed on these factors in deciding when a rate reversal regime might begin. Given the global dynamics and domestic situation, the question is more about when, rather than if, a rate change will occur. It's important to note that while rate cuts have resumed in several parts of the world, the RBI will primarily base its decisions on domestic cues. The commentary highlighted concerns across various aspects of the economy, with particular emphasis on persistent food inflation caused by uneven and extreme monsoon conditions, and slower deposit growth due to shifts in product preferences among households, affecting interest rates. Meanwhile, forex reserves scale highs and the currency appears stable. The widely anticipated status quo in monetary policy did not significantly impact Indian equities today; their weakness was more a continuation of the past couple of days' sell-off frenzy. It is worth noting that Indian equities are showing signs of temporary fatigue, making them vulnerable to risks from global adversities more than domestic developments. We expect elevated volatility over the next couple of weeks before the next decisive and structural bull rally gains momentum. In a conversation moderated very well by with Nandita and Stacy on moneycontrol.com Insights basis Fisdom Research's observations and inferences. Watch: https://lnkd.in/d-zf5w8n

The Monetary Policy Committee (MPC) decided to keep the repo rate unchanged during its August meeting, making it the ninth consecutive pause after six rate hikes. While this outcome was anticipated, it's notable that two members advocated for a 25-basis point rate cut. Check out the attached detailed assessment by Fisdom Research for more insights. Nirav Karkera Sagar Shinde #MonetaryPolicy #RepoRate #RBI #EconomicOutlook #InterestRates #FiscalPolicy #InvestmentInsights #FinanceResearch #MPC #MarketUpdate #IndiaEconomy #FinancialAnalysis #CentralBank #InflationControl #MacroEconomics

In light of the recent budget announcements, international funds and fund of funds have become more appealing to investors. Notable changes include: - The holding period for long-term capital gains (LTCG) qualification has been reduced from 36 months to 24 months, allowing for faster attainment of long-term status. - The LTCG tax rate for both categories has been cut to 12.5%, enhancing tax efficiency. These reforms have significantly boosted the appeal of these investment options, with expectations of increased investment flows into international funds and fund of funds. Nirav Karkera, Head of Research at Fisdom, shared his insights on this topic during a discussion with Sonal Bhutra of CNBC-TV18 exploring the prospects for these categories. #MFcorner #Investing #InternationalFunds #FundOfFunds #Budget2024 #TaxEfficiency #LongTermInvesting #FinancialPlanning #InvestmentStrategy #CapitalGains #MarketInsights #Fisdom #WealthManagement #PersonalFinance

Budget Insights 2024: Key Highlights and Strategic Outlook We are excited to share our concise analysis of the 2024 budget, focusing on economic indicators, sectoral impacts, and strategic recommendations. 📈 Inside: - Budget allocation breakdown - Sectoral performance impacts - Simplification of tax structure - Strategic recommendations for investors Nirav Karkera Sagar Shinde Akshay Waghmare Vishakha Dhadke #Budget2024 #EconomicAnalysis #InvestmentStrategy #BusinessInsights

📊 Celebrating India's Triumph!🇮🇳 We are excited to unveil the latest edition of our monthly publication, Capview, aptly titled "India Wins." This edition highlights India's remarkable achievements - from clinching the World Cup in June to the outstanding performance of Indian equity markets in June, surpassing all other indices. Discover the drivers behind India's success and gain valuable insights for your investment strategies. Nirav Karkera Sagar Shinde Akshay Waghmare Vishakha Dhadke #Capview #IndiaWins #MonthlyOutlook #InvestmentInsights #EquityMarkets #EconomicAnalysis #InvestmentStrategy #Fisdom #FisdomResearch #BudgetExpectations #Finance