Mutual fund investors need to consider more than just past performance. Financial ratios help assess a fund's suitability for your investment goals. Investors should understand risk ratios like Alpha, Beta, Sharpe, Treynor, and others. These ratios measure volatility, risk-adjusted returns, and a fund manager's skill. By analyzing these ratios, investors can make better decisions aligned with their financial goals.
Indian equity markets rebounded strongly this week, with the Sensex closing nearly 2% higher. Small-cap stocks led the rally, with Banco Products gaining nearly 35%. Analysts caution that more clarity is needed to confirm a trend reversal, with upcoming election results and economic data being key factors to watch.
The Sensex has tumbled 8% from its September peak due to global and domestic pressures, but major brokerages remain cautiously optimistic about India's long-term growth prospects. HSBC, Goldman Sachs, Citi, and CLSA highlight opportunities in sectors like financials, infrastructure, and IT, while advising caution amid high valuations and FII outflows.
Ravi Kumar Jha, MD & CEO of LIC Mutual Fund AMC, prioritizes wellness practices like Neti, yoga, and meditation alongside his demanding schedule. He finds these practices enhance his focus, resilience, and decision-making abilities. Jha believes a holistic approach to health is crucial for effective leadership in the corporate world.
ESG funds, despite charging higher fees for supposedly rigorous screening, face scrutiny for holding shares of Adani Green Energy. This comes after US prosecutors charged Gautam Adani with bribery, alleging a scheme to secure solar energy contracts. Critics argue that the situation exposes flaws in ESG assessments, particularly concerning governance in emerging markets.
Donald Trump's anticipated return to the White House is expected to fuel market volatility, further accelerating the options trading boom driven by retail investors. Companies like CQG and Trading Technologies International Inc. are preparing for this surge by expanding their options offerings and tools.
Sanghi Industries, Ambuja Cements and ACC rose 3-4% on Friday and were among the top gainers. Adani Enterprises, the group's flagship company, gained 2.2%.
Adani Ports and Special Economic Zone (APSEZ) bonds, which fell from 96 cents to 92 cents Thursday, were trading at 90-91 cents Friday evening. Adani Green Energy's 6.7% March-issued bonds, which traded at 84/85 cents Thursday, held steady at the same levels Friday evening.
The regulator has sought information from stock exchanges regarding Adani Green Energy's communications on US investigations, they said, and will consider launching a formal probe after receiving the reports from the bourses.
