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On Naukri Net EPFO additions in Jun-21 were ~85% higher than the pre-covid run-rate. India Inc has under invested in hiring FY16-20 for Bse 200 cos Aggregate Rev up 47% Permanenet headcount increase 15%
“Concentrated big upgrades are camouflaging cuts elsewhere. Twenty-two of Nifty-50 stocks are in downgrade mode (vs. 11 a couple months ago),” said UBS. Among BSE-200 constituents, nearly 55% of stocks are seeing downgrades, added UBS. (1/2)
The four passive / rules based funds from @dspmf 1) Nifty 2) Equal Weight Nifty 3) Nifty Next 4) Quant fund designed on BSE 200
A simple passive fund Bse 200 companies Minus (Outside the rules) companies = DSP Quant fund It’s limitation - no story to sell. It’s strength - discipline.
As against this, domestic institutional investors' holdings in the BSE-200 Index slipped to 13.6 percent in Q2 from 14 percent in Q1, as they sold shares worth Rs 63,500 crore since April. As of July-September, the value of LIC's holdings in top 200 stocks stood at $ 77 billion.
During the quarter, FPIs pumped Rs 46,900 crore into the market, says the brokerage, taking the FPI ownership in the BSE-200 index to 23.3 percent.
Axis Capital says June’20 quarter saw maximum numbers of companies partly revoking their pledged shares in the last five years, indicating that promoters are more cautious about over-leveraging and understand its impact on shareholder value. They analysed BSE 200.
Speaking to lots of PMS FMs/ HNIs/Big retail one gets a sense, we are in 2012-13 kind environment for Small/midcaps..totally shunned-unloved, no stock picking gup-shup, no interest to find new ideas, full focus on BSE-200 group. Very few active this side of market at the margin..
Yes, you are right that still even increase in allocation - MFs are u/w consumers if measured by allocation wrt BSE-200 weight.
DII holding in the BSE-200 Index declined to 13.9 percent in the December 2019 quarter from 14 percent in September 2019 quarter. Banks, diversified financials and insurance sectors witnessed FPI buying while DIIs sold banks and oil & gas and consumable fuels sectors. 2/n
FPI ownership in the BSE-200 Index showed a sequential increase during the December quarter. FPIs bought Indian equities worth Rs 44,900 cr and FPI ownership in the BSE-200 Index increased to 24.3 percent in December 2019 quarter from 23.8 percent in September 2019 quarter. 1/n
A February 11 report from the brokerage Kotak Institutional Equities said that FPIs bought Indian equities worth Rs 44,900 crore and FPI ownership in the BSE-200 Index increased to 24.3 percent in December 2019 quarter from 23.8 percent in September 2019 quarter.
Morgan Stanley brokerage also lists large-cap stocks in the BSE 200 index that could be included from the subsuming of the foreign limits. These are Kotak Bank, Bajaj Holdings, United Breweries, PFC, Biocon, Indraprastha Gas, ACC, and MRF.
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