Markets at all time highs, IPO season & Smallcaps
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Description
In this fourth episode of our Prime Podcast, hosts Bhavana Acharya and Aarati Krishnan take you on an insightful journey through India's ever-evolving market landscape. In this episode, they shed light on the recent announcements by Reliance Industries, including the strategic demerger of Jio Financial Services and the reduction of share capital in Reliance Retail Ventures. Discover how these moves are poised to shape the future of the financial services and retail sectors in India. Next, delve into the excitement in the auto sector as Hero Motocorp, Bajaj Auto, and Maruti Suzuki unleash their latest premium launches. Uncover the strategies behind Hero Motocorp's partnership with Harley Davidson and Bajaj Auto's highly anticipated Bajaj Triumph, and explore their potential impact on the two-wheeler market. As the IPO season heats up, Bhavana and Aarati provide valuable insights into the dynamics of initial public offerings, highlighting the remarkable performance of IdeaForge and Cyient DLM. They discuss the crowded space of small finance banks and the factors that may influence the success of Utkarsh Small Finance Bank's IPO. Shifting focus to foreign portfolio investors (FPIs), the hosts discuss the recent surge in FPI activity, particularly in Indian government and corporate bonds, as well as equities. Gain an understanding of the factors driving FPIs back to the Indian market and the potential implications for the economy and investors. In the second half of the episode, Bhavana and Aarati tackle the common investing mistakes and misconceptions surrounding market highs. They emphasize the importance of focusing on earnings growth, portfolio diversification, and long-term investment strategies. Explore the potential pitfalls of chasing short-term gains and the significance of maintaining a balanced asset allocation. Key segments in the podcast discussion: Reliance Demerger: Jio Financial Services Auto Sector: Premium Launches IPO Season: IdeaForge, Cyient DLM, Utkarsh Small Finance Bank FPI Activity: Bonds, Equities Market Highs: Sensex, PE, Portfolio Long-Term Investing: Earnings Growth, Asset Allocation Smallcaps: AMFI Data, FOMO Diversified Portfolio: Avoiding Wrong Calls PrimeInvestor Financial Research Private Limited is a SEBI Registered Research Analyst with Registration No.: INH200008653. Registration granted by SEBI, membership of BASL (in case of IAs) and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. The securities quoted are for illustration only and are not recommendatory. The securities quoted are for illustration only and are not recommendatory. Investment in securities market are subject to market risks. Read all the related documents carefully before investing. ⁠Disclosures & Disclaimers⁠.
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