Tag Archives: portfolio;

Elections do matter to market, but you can build a poll-proof portfolio

The stock market fluctuates to the flow of news related to not just the economy, but also politics and other events. In India, the general elections decide what is in store on the political front for the next five years and foreign players generally prefer to invest in economies that have stable governments with strong policies with long-term visibility. Company Summary NSE BSE Reliance ... Read More »

Kotak removes Vedanta from largecap portfolio; 15 stocks that are part of its midcap portfolio

Kotak Institutional Equities has made a few changes to their recommended large-cap model portfolio. They have removed Vedanta, and reduced weight in Infosys by 100 bps, bringing down the weight to an ‘internal’ cap of 10 percent. Apart from Infosys, reduction of weight was seen in M&M (30 bps) and RIL (70 bps) and allocated the same weightage to Bajaj Finance(200 bps), ICICI Bank (50 bps) and Maruti Suzuki India (100 bps). On ... Read More »