The era of hiding in defensives is over, time to place your bet on domestic cyclicals?

THE ECONOMIC TIMES Fri, Jun 03, 2016 | 08:03 AM IST ET Investment Opportunities

The era of hiding in defensives is over, time to place your bet on domestic cyclicals? The BSE FMCG index has slipped 3 per cent since the breakout rally post the Budget whereas the BSE Capital Goods index has rallied 24 per cent. Five macro factors driving the new bull run this summer The post-Budget rally is driving benchmark indices to a new bull market. Sensex has surged over 20% from its 52-week low of 6,825.20 it hit on Budget Day. Five themes for a portfolio to bet on a bounceback in the economy If global cues remain stable and monsoon is normal this time around, the economy should do well and should be able to hit the 8% mark sooner than expected. Calm before the storm? Look towards east, not west, for the next big scare The past is a great teacher and a look back into the market movement in the past three months suggests this calmness is holding a storm in its belly.

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No rate cut in June, but Rajan may give a parting gift in August Factor that may play on RBI Governor Raghuram Rajan's mind is the rise in crude oil prices, which can have a considerable impact on inflation. ​No need to buy stocks all the time? Sell these 10 names now India Inc reported a drop in sales for FY16, while net profits for March quarter rose sharply by 19%, compared with just 10.5% expansion in the full year. Midcaps had their day in the sun, largecaps can make money faster The recent results of many largecap firms such as L&T, SBI and Tata Motors are compelling experts to believe the worst is over for the bellwether companies. Should one exit Ulip after lock-in period ends? For Ulips bought after the new rules were put in place, the decision to exit or continue after the 5-year lock-in period ends has to be an informed one.

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Retail debt fund investors also gain from direct plans Though the standard difference in case of debt funds is around 0.58%, in some cases, it can be as high as 1.2%. A mega home? Or a fat retirement purse? Having a real-estate heavy investment portfolio is a common investment fallacy. But is trimming realty plans to fund retirement corpus a good option?

Initial Public Offer (IPOs) IPO Name Offer Price Band Open Date Close Date   Shanti Educational Initiatives Ltd. 90.00 01-06-2016 06-06-2016 More >>

NFO (FMPs) Fund Name Category Type Open Close Min Inv   UTI Fixed Term Income Sr XXIV-XV (1099D) Reg-G Debt: FMP Closed-end 30 May 2016 13 Jun 2016 5,000 UTI Fixed Term Income Sr XXIV-XV (1099D) Reg-D Debt: FMP Closed-end 30 May 2016 13 Jun 2016 5,000 UTI Fixed Term Income Sr XXIV-XV (1099D) Reg-DQ Debt: FMP Closed-end 30 May 2016 13 Jun 2016 5,000 UTI Fixed Term Income Sr XXIV-XV (1099D) Reg-DY Debt: FMP Closed-end 30 May 2016 13 Jun 2016 5,000 UTI Fixed Term Income Sr XXIV-XV (1099D) Reg-Flexi D Debt: FMP Closed-end 30 May 2016 13 Jun 2016 5,000 More >>

Real Estate News

HNI investors switching to commercial property Commercial property serves as a lucrative investment option with investors gaining from rental income as well as capital appreciation.

Prime office markets' rentals soar as vacancy rates drop Robust demand from occupiers and limited supply of grade A offices have continued to push rentals in prime Indian office space markets including Mumbai's Bandra-Kurla Complex.

Speeding up delivery only way out for cash-strapped builders While homebuyers are fretting over delays and incomplete projects, builders too are feeling the heat with cash flow drying up.

A mega home or a fat retirement purse? Having a real-estate heavy investment portfolio is a common investment fallacy. But is trimming realty plans to fund retirement corpus a good option?

NFO - Non FMPs Fund Name Category Type Open Close Min Inv   Reliance Dual Advantage FTF IX Plan D Direct-D Hybrid: Debt-oriented Conservative Closed-end 20 May 2016 03 Jun 2016 5,000 Reliance Dual Advantage FTF IX Plan D Reg-D Hybrid: Debt-oriented Conservative Closed-end 20 May 2016 03 Jun 2016 5,000 Reliance Dual Advantage FTF IX Plan D Direct-G Hybrid: Debt-oriented Conservative Closed-end 20 May 2016 03 Jun 2016 5,000 Reliance Dual Advantage FTF IX Plan D Reg-G Hybrid: Debt-oriented Conservative Closed-end 20 May 2016 03 Jun 2016 5,000 ICICI Pru Capital Protection Oriented Ser X 1235D Plan A Direct-D Hybrid: Debt-oriented Conservative Closed-end 20 May 2016 03 Jun 2016 5,000 More >>

Views and Recommendations

Sell GAIL, target Rs 358: Chandan Tapadia 02 June, 2016, 02:19 PM IST The stock has hit a low of Rs 366.30 in trade so far. The stock has recovered after falling below its 20-day moving average, sell Buy BPCL, target Rs 1125: Chandan Tapadia 02 June, 2016, 02:09 PM IST The stock has hit a high of Rs 1,003.90 and low of Rs 978.80 in trade so far. buy Buy UPL, target Rs 630: Chandan Tapadia 02 June, 2016, 02:07 PM IST The stock has hit a high of Rs 609 in trade so far. The scrip has taken support from its 20-day moving average buy Buy DLF, target Rs 140: Rakesh Bansal 02 June, 2016, 02:06 PM IST The stock has hit a high of Rs 133 and low of Rs 131.80 in trade so far. The stock has been moving above its crucial moving averages. buy

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