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It’s not yet time to be bearish, but don’t throw caution to the wind
For the first time, Sensex crossed the 35,000 mark and closed well above this psychological barrier (ie at 35,082). And this rally has rewarded equity investors handsomely. For example, equity as an asset class has delivered annualised return of 18.18 per cent in the past five years. We have used the category average performance of diversified multi cap funds for arriving at equity returns. More importantly, the rally has picked up speed in recent past and delivered a return of 33.83 per cent du ..

Only 6-12 months of bull market frenzy left now: Saurabh Mukherjea, Ambit Capital
Talking to ET Now, Saurabh Mukherjea, Ambit Capital , says there is another 6 to 12 months of fuel left in the bull frenzy where people ignore fundamentals, bond yields and PE multiples and just buy because they are making so much money.

The growth prospects in India are terrific: Inga Beale, Lloyds Reinsurance
alking to ET Now, Inga Beale , CEO, Lloyds Reinsurance , says currently on an annual basis, we have business revenues of about $220 million in India.

US Stocks: Wall Street treads water as rising interest rates balance tech growth
Morgan Stanley wrapped up earnings season for the big U.S. banks with a better-than-expected quarterly profit, driving modest gains in its shares. Bank of New York Mellon fell 4.1 percent after the custodian bank said it expected to book more in severance costs in 2018.

3 reasons one should remain nervous on FX and bonds: Ananth Narayan
In an interview with ET Now, Ananth Narayan , money market expert, says , the uncertainty in the fiscal space, the commodity price and the global context, the question mark about bond yields and monetary policy will remain despite the relief you are seeing today.

Come chop or churn, Madhu Kela is bullish on 2 spaces in long term
alking to ET Now, Madhu Kela , Market Expert, says PSU banks and economy related construction plays over next three years. And yes, he does not see a massive market correction internationally at least in first half of 2018.

Top 3 trends managers are bullish on in CY18: Kaustubh Belapurkar, Morningstar Investment
n an interview with ET Now, Kaustubh Belapurkar, Morningstar Investment, says the three trends that fund managers are bullish in calender year 2018 are financials, utility space including NTPC and GAILBSE 0.64 % and the third trend is contra play in 3 sectors - specific stocks in telecom, pharma and IT.

Cash is not king for MFs on this High Street
Has cash lost its utility as a tool that helps beat volatility? The current rally in equities appears to have upended the maxim that cash holdings at money managers must increase in lockstep with the climb of benchmark indices. Cash, as a percentage of assets under management (AUM) at mutual funds, has remained largely stable in the past couple of years that have otherwise seen valuations and market gauges surge to records.

Investing tips: Target firms in a better position to handle inflation
The signals on the inflation front appear to rather confuse. But, inflation is more likely to rise than not. Global factors, namely higher First World growth, are creating an upwards trend in most commodities.

Markets appear overvalued, India is no exception: Rupal Bhansali, Ariel Investments
Rupal Bhansali , chief investment officer-international and global equities, Ariel Investments , said complacency is manifesting itself in global markets in the form of low volatility and low liquidity, and one should watch out for the US high yield market to assess the market's risk appetite. In an interview with Nishanth Vasudevan and Sanam Mirchandani on the sidelines of CFA Society India's Investment Conference, New York-based Bhansali said she i ..

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