All Things Markets

Inflows into equity mutual fund schemes almost got completely wiped out in June while redemption pressure also intensified. June equity mutual fund inflows plunged to 51-month low to Rs 240.55 crore which is nearly 96% fall from May, or lowest since March 2016. Inflows through SIP also slipped below Rs 8000 crore first time since November 2018. SIP contribution has been steadily falling. To understand how worrisome are these trends, I am joined by Himanshu Srivastava Associate Director, Morningstar.

DBS Bank is constructive on emerging market equities, with emphasis on Asia excluding-Japan; driven by recovery in corporate earnings outlook, secular trends on domestic consumption, and supportive valuations. In an interview with Mint’s Nasrin Sultana, Hou Wey Fook, Chief Investment Officer, DBS Bank said Asian equities offer stronger economic growth relative to most parts of the world. This backdrop will be supportive of compelling corporate earnings growth and rerating in investment outlook.

In the fight against COVID-19, Indian pharmaceutical companies have made several announcements in recent months on treatments offering hope for patients while investors queued up to buy shares of these companies. However, India-China border dispute escalation may spell trouble for Indian pharma companies. China supplies around two-thirds of Indian pharmaceutical companies’ API needs, with some fermentation-based APIs and vitamins being entirely imported from China. So, how grave is the situation? Mint's Nasrin Sultana speaks to Surajit Pal, pharma analyst, Prabhudas Lilladher about the sector.

After the covid-19 outbreak in India, challenges have just increased due to an escalation of the India-China border conflict. However, Indian markets have not reacted negatively so far. But how long will Indian markets rally last. Mint's Nasrin Sultana speaks to Sudhakar Shanbhag, Chief Investment Officer, Kotak Mahindra Life Insurance Company on the big geopolitical risk Indian markets are facing now.

Corporate earnings for March quarter have remained tepid and management commentaries highlight an uncertain near term outlook, mostly due to COVID-led disruptions. Despite the on-ground challenges, Indian markets have shown resilience to some extent pumped up by domestic institutional investors' money. but, the DII money is tapering off. Why so? To Understand that and more, Mint’s Nasrin Sultana speaks to Aashish Somaiyaa, MD and CEO of Motilal Oswal AMC.

The Indian economy is going through a turbulent phase. After the COVID-19 pandemic outbreak, banks and financial sectors are expected to bear the burden of the lower household income and weak businesses. Rising risks amid bad loans, higher provisioning are few challenges staring at the sector. So much so that a foreign brokerage firm called banks and financial services sector as fallen angels. To understand the pain points of the financial sector and understand the challenges ahead, Mint's Nasrin Sultana speaks to Avneesh Sukhija, Senior Analyst, at BNP Paribas.

After COVID-19 outbreak, markets around the world have been on a roller coaster ride falling sharply in the month of March. Indian corporate earnings have been weak while businesses are strategising to restart after lockdown relaxation.

Where are the markets headed? And how is India insulated to the world tremors? To understand that and more, Mint's Nasrin Sultana speaks to Naveen Kulkarni, CIO of Axis Securities.

Crude oil fell by the most since 1991 on Monday after Saudi Arabia started a price war with Russia by slashing its selling prices and pledging to unleash its pent-up supply onto a market reeling from falling demand because of the coronavirus outbreak. Will lower crude prices help India improve its economy? Madan Sabnavis, Chief Economist, Care Ratings talks to Mint's Nasrin Sultana on implications of lower crude on macros and corporate.

Coronavirus outbreak has impacted markets worldwide. Recovery after the correction from the virus impact could also be slow and gradual, in line with the economic recovery. In an interview to Mint's  Nasrin Sultana, Somnath Mukherjee, Managing Partner & Head - Products, Investment Strategy & Advisory and International Business, ASK Wealth Advisors talks about disruption the global health scare may cause in Indian markets and macros.

The Indian government's proposed IPO of state-owned Life Insurance Corporation of India (LIC) may cause some disruption in markets, said Shyamsunder Bhat, CIO, Exide Life Insurance in an interview to Mint's Nasrin Sultana.