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Geopolitical concerns and rising crude oil prices may cause short-term volatility in equity markets, but are less likely to have a lasting impact. The Indian economy is stable, with robust earnings growth and strong domestic liquidity. Geopolitical concerns could disrupt the commodity cycle, particularly oil, but there is no direct evidence of significant disruptions. The substantial growth in systematic investment plan (SIP) flows is positive for the mutual fund industry and equity markets. Investors should approach fund selection cautiously and seek advice from financial experts. ....
“We are seeing a lot more interest coming in midcap funds, smallcap funds and even microcap funds. I believe that there is increasing interest coming in from other categories, but the base is very low. We believe that going forward, we will see a lot more action in the largecap space.” ....
"Banks may be underperforming due to investors wanting to see how new management functions, while IT companies benefit from new leaders bringing in business relationships. We have consumer tech and fintech companies in our portfolios and there is expectation of growth and better margins as they transition to profitability. The pharmaceuticals sector is overvalued." ....
"The IT sector will benefit from digitization and artificial intelligence in the long run. There is optimism about the retail segment of the NBFC sector, and resolution in wholesale NBFCs is crucial for the revival of the cycle. Interest rates globally are likely to peak out by mid next year, which could benefit long duration stocks. " ....
61 percent of the respondents revealed that they have invested in at least one passive fund. Low cost, simplicity and market returns were important reasons cited behind investing in a passive fund ....