HDFC Sky’s Post

In a recent interview with LiveMint, Deepak Jasani, Head of Retail Research at HDFC securities, shared his insights on the market outlook following the #UnionBudget. Jasani predicts that the market may witness some profit-booking as investors reassess their portfolios in response to budgetary announcements. He emphasized that such a trend is not unusual, given that markets often adjust post-budget. Jasani discussed future market expectations as he advised investors on investing in sectors with fundamental strength and growth potentiality. He stated that some selling pressure can be seen in sectors like real estate and construction, while oil & gas sector along with metals might continue attracting investor interest given their fundamental strengths and favorable market conditions. In addition, Jasani also said that the budget’s emphasis on infrastructure development could lead to a growth in such sectors. He advised to have a diversified portfolio so as to balance risk and return advising investors to update themselves regarding the global economic trends that may impact on the market. Read the full article here: https://rb.gy/8v9brf

IDBI Bank Ltd (NSE: IDBI, BSE: 500116) - A Fundamental Analysis 🏦📊 IDBI Bank Ltd, a leading public sector bank in India, has demonstrated resilient performance and growth potential. As of April 26, 2024, IDBI Bank's stock trades at ₹90.70 on the National Stock Exchange (NSE) and ₹90.70 on the Bombay Stock Exchange (BSE), with a market capitalization of ₹46,535 Cr. IDBI Bank's financials indicate stability, with a price-to-earnings ratio of 23.17 and a return on equity of 7.84%. These figures suggest the bank's ability to generate profits from its shareholders' investments. As India's economy grows and the banking sector evolves, IDBI Bank's focus on digitalization, customer service, and expansion positions it well to capitalize on emerging trends. As always, conducting thorough research and assessing your risk tolerance are crucial before investing. However, IDBI Bank's strong fundamentals, strategic initiatives, and growth prospects make it an appealing option for investors looking to tap into India's burgeoning banking sector. tags: #IDBIBankLtd #IDBI #NSE #BSE #BankingSector #Investing #India #FundamentalAnalysis #StockMarket

IDBI Bank Ltd (NSE: IDBI, BSE: 500116) - A Fundamental Analysis 🏦📊 IDBI Bank Ltd, a leading public sector bank in India, has demonstrated resilient performance and growth potential. As of April 26, 2024, IDBI Bank's stock trades at ₹90.70 on the National Stock Exchange (NSE) and ₹90.70 on the Bombay Stock Exchange (BSE), with a market capitalization of ₹46,535 Cr. IDBI Bank's financials indicate stability, with a price-to-earnings ratio of 23.17 and a return on equity of 7.84%. These figures suggest the bank's ability to generate profits from its shareholders' investments. As India's economy grows and the banking sector evolves, IDBI Bank's focus on digitalization, customer service, and expansion positions it well to capitalize on emerging trends. As always, conducting thorough research and assessing your risk tolerance are crucial before investing. However, IDBI Bank's strong fundamentals, strategic initiatives, and growth prospects make it an appealing option for investors looking to tap into India's burgeoning banking sector. tags: #IDBIBankLtd #IDBI #NSE #BSE #BankingSector #Investing #India #FundamentalAnalysis #StockMarket

In this video, Mr. Sujan Hajra, Chief Economist and Executive Director at Anand Rathi Group, shares his views on “Expectations from Budget and Impact on Market” Please click on the link below to watch this short, informative video: https://lnkd.in/d8wbcGPf

𝗔𝘁𝘁𝗲𝗻𝘁𝗶𝗼𝗻 𝗜𝗻𝗱𝗶𝗮𝗻 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀: 𝗕𝗼𝗻𝗱𝘀 𝗔𝗿𝗲 𝗕𝗮𝗰𝗸 𝗶𝗻 𝘁𝗵𝗲 𝗦𝗽𝗼𝘁𝗹𝗶𝗴𝗵𝘁! Good news for retail investors! SEBI's recent reduction in the face value of debt securities from ₹1 lakh to ₹10,000 has made bonds significantly more accessible. 𝗘𝘅𝗽𝗲𝗿𝘁𝘀 𝗯𝗲𝗹𝗶𝗲𝘃𝗲 𝘁𝗵𝗶𝘀 𝗺𝗼𝘃𝗲 𝗵𝗮𝘀 𝘁𝗵𝗲 𝗽𝗼𝘁𝗲𝗻𝘁𝗶𝗮𝗹 𝘁𝗼: • Boost Bond Market Participation: Lower entry points open the door for a wider range of retail investors, potentially increasing overall market liquidity. • Enhance Portfolio Diversification: Bonds offer a compelling alternative to fixed deposits, providing potentially higher returns with lower risk compared to equities. • Balance Your Investment Strategy: Experts recommend including around 20% exposure to bonds in long-term portfolios for a well-rounded asset allocation. 𝗖𝗼𝗻𝘀𝗶𝗱𝗲𝗿𝗶𝗻𝗴 𝗕𝗼𝗻𝗱𝘀? 𝗛𝗲𝗿𝗲'𝘀 𝗪𝗵𝗮𝘁 𝗬𝗼𝘂 𝗡𝗲𝗲𝗱 𝘁𝗼 𝗞𝗻𝗼𝘄: • Do Your Research: Compare bonds to other debt instruments based on factors like returns, tax implications, liquidity, and credit risk. • Understand Single-Issuer Risk: Unlike diversified funds, bonds expose you to the risk of a single company's performance. • Seek Expert Advice: Consider consulting a financial advisor to ensure bonds align with your individual investment goals and risk tolerance. Are you ready to explore bond investments? Share your thoughts and questions in the comments! #India #BondMarket #InvestmentTips #PortfolioDiversification #SEBI

Emerging themes from Q4 results - Financialization hitting it out of the park! Indian assets are getting financialized at an incredible pace, and this combined with a raging bull market is bringing in money by the boatloads for Asset Managers, Wealth Managers, and brokerages Anand Rathi Wealth focussed on HNI wealth grew AUM by 55% and PAT by 33%. The firm is growing both its relationship manager base to cater to more clients with a 13% growth in RMs over the last year. Angel One a leading broker in the country reported a 63% growth in revenue and a 27% growth in PAT. The business that generates a bulk of its revenue from F&O broking benefited from the 2.4x+ growth in its F&O ADTO over the last year. HDFC AMC, the behemoth on the AMC playground reported a 36% growth in AUM and a 44% increase in PAT. Fun fact, the investment income that the business generated this year (578cr) could almost cover all of the operating expenses of the business (684cr). Financialization of savings is incidentally one of the nine key themes driving my investment recommendations. You can read more about the offering via the links in the comments & also sign up to read our latest research report as a sample!

As per RBI data, the cumulative investments under the Liberalized Remittance Scheme increased nearly three-fold from $441 million in FY17-18 to $1,256 million in FY22-23. Nakul Beri, Senior Managing Director, Global Client Origination, Waterfield Advisors, shared his insights on the trend of Indian family offices increasingly investing in global markets. Family offices that often invest in asset classes across categories are steadily increasing their exposure towards overseas investments with US-based companies emerging as hot favourites on account of factors like diversification, a depreciating rupee, and easier access to global markets. Read the complete story by Srushti Vaidya here - https://lnkd.in/duBauRcQ #lrs #globalmarkets #investments #familyoffice

Greed is prevalent across sectors in equity markets: S Naren - ED & CIO ICICI Prudential AMC In a recent interview with ET, S Naren highlighted five key aspects about the equity markets: 1. Greed vs. Fear: While there is little fear in the market, greed is prevalent across sectors, except in the financial sector. 2. Sector Performance: Financials are under performing, in contrast to the rest of the market. 3. Valuation Concerns: Some sectors might be overpriced, making cautious investing essential. 4. Market Dynamics: Liquidity continues to drive the bull market, with risks tied to interest rate fluctuations. 5. Long-term View: Naren suggests a patient, disciplined approach to avoid emotional investment decisions. (Source: Economic Times)

The best way to diversify investments is to follow an asset allocation plan as per your goals, risk profile, and investment horizon. Asset allocation is the method of diversifying investments across different assets like bonds, stocks, real estate, cash, etc. Every asset class is different in respect to its risk and return and hence behaves differently over time. Allocating across them minimises overall risk in the portfolio. Asset allocation is determined through risk profiling, goal setting, and risk profiling. Risk profiling is a scientific approach to assess the investor’s willingness and ability to take investment risks. The objective of asset allocation is not to chase maximum returns but to balance risk and return in a portfolio. A higher allocation to riskier asset classes like stocks would increase the expected returns from a portfolio but also make it riskier. Similarly, higher allocation to safe and stable assets like Government Securities would make the portfolio less risky, but the person wouldn’t be able to generate higher returns. Hence, the objective is to optimise the portfolio by taking a minimal risk and improving the expected return of the portfolio. This asset allocation mixture should be followed by the investors throughout the investment tenure- meaning rebalancing the allocations as and when they shift. As one approaches financial goals however, the exposure to riskier asset classes should be tapered to protect the funds. Periodic rebalancing ensures that your portfolio remains within your risk appetite. ☎ Please get in touch at +91 90510 52222 for any queries. 🔗 For disclaimer, visit: www.daycoindia.com #daycoindia #daycosecurities #financialplanning #financialplanningconsultant

HDFC Bank's MSCI Index Weight Increase! * Potential increase to 7.2–7.5% in August 2024. Foreign institutional holdings are below 55%. * Potential trigger of passive inflows up to $4 billion. Foreign Investment in HDFC Bank: * Significant weight change could occur if FIIs reduce holding. * 25% FII headroom is required as shareholding moves below 55%. * The foreign investment ceiling is 74%. * Shares of HDFC Bank will be focused on in Wednesday's trade. Subscribe to get the latest industry updates Join us at demiumresearch.com, or call 7030916716 today. Let's make your money work smart! . . . . #hdfcbank #sharemarket #bankniftyoptions #stockmarket #nifty50 #niftybank #rbi #yesbankshare #investing #trading #investment #finance #invest #nifty #investor #sharemarket #financialfreedom #trader #sensex #daytrader #stock #wealth #nse #bse #stockmarketindia #stockmarketnews