Mutual funds have been actively adjusting their portfolios in the third quarter (Q3) of FY25, increasing their stake in several large-cap stocks within the Nifty200 index. Based on StockEdge data, here are 10 such stocks where mutual funds increased their holdings in the December quarter of FY25:
On February 1st, the Finance Minister will unveil the national Budget detailing finance strategies. This year, anticipated personal income tax reforms could alleviate tax burdens and encourage compliance. Additionally, significant divestments in public sector enterprises might counterbalance revenue shortfalls and stimulate market optimism.
Asset allocation is essential for successful investing in mutual funds, involving the distribution of investments across various asset classes. Different strategies like strategic, tactical, dynamic, core-satellite, and target-date allocation help balance risk and return, catering to diverse investor goals and risk tolerances.
Shanai Ghosh, CEO of Zuno General Insurance, integrates yoga, meditation, nature, music, and interior design into her routine to balance her professional and personal lives. This holistic approach fosters creativity and resilience, influencing her leadership style. She emphasizes the importance of mental well-being and lifelong learning for young professionals in the dynamic BFSI sector.
Long-term investors who do not have a framework or do not want to go through the troubles of individual stock selection but want to allocate to the mid-cap and small-cap spaces for the long term can opt for multi-cap funds.
The Indian equity market has shown a mixed performance so far in January, grappling with concerns over a potential slowdown in Q3 earnings and sustained foreign outflows. Amid this backdrop, brokerage firm Ashika Research has identified three promising stocks for January based on technical trends and strong fundamental outlooks. These selections span sectors such as logistics, healthcare, and industrial lubricants. Heres a look at the stock picks:
The massive Web3 talent pool residing in the country has led to innovation in diverse areas within the space. This includes decentralized finance (DeFi), metaverse, and non-fungible tokens (NFTs), among others, aiming to solve the most pressing issues facing our country. However, despite this impressive foundation, the sectors growth is hindered by an outdated taxation framework. The upcoming Union Budget offers a crucial opportunity to address these challenges and unlock the full potential of Web3 for Indias economy.
Gold prices surged to a record high on Friday after US President Trump hinted at pressuring the Federal Reserve to lower interest rates. The MCX gold futures reached Rs 80,312 per 10 gram and spot prices breached Rs 83,000. Analysts suggest safe-haven buying driven by economic uncertainty and Trump's policies is fueling the rally.
The Federal Reserve's first meeting of 2025 will test U.S. stock markets as investors anticipate potential interest rate cuts amid moderated inflation. While a rate cut isn't expected immediately, the Fed's easing bias and recent strong economic data will influence future decisions. Meanwhile, President Trump's upcoming policies, including potential tariffs, could impact market volatility and inflation.
