The Times of India, Jul 28, 2016
Sanctum Wealth Management today said it expects index and individual stock returns to “diverge significantly” and that actively managed quality growth portfolios can give good returns.
“In a continuation of 2015, we expect index and individual stock returns to diverge significantly,” a report by Sanctum Wealth Management said.
“The core tenets of our investment philosophy are two- fold. One, earnings ultimately drive investment performance, and two, loss avoidance is critical. Stocks that deliver will continue to be handsomely rewarded,” it said.
A number of active investment managers had good years in 2015 while index investors suffered a painful downside correction, the report said.
As per the report, earnings for Nifty 50 have been stagnant for two years now.
In contrast, it has firm conviction in actively managed quality growth portfolios.
“We have a firm conviction in actively managed quality growth portfolios. We hold a firm conviction in actively managed quality growth portfolios,” Sanctum Wealth Management‘s Chief Investment Officer Sunil Sharma said.
The report says that Brexit has turned out to be a boon for commodity consuming nations like India.
According to Sharma, Brexit has shifted perceptions.
“There is now a growing recognition among the institutional investor community that emerging markets such as India are starting to take shape as alternative safe havens and long cycle investment opportunities,” he said.
As per the report, China, India and other emerging Asian economies are creating a vast new base of consumers with an annual household income of over USD 5,000.
A huge base of urban blue and white collar workers in basic corporate jobs as well as migrant workers, roughly 130 million, will push up consumption levels in the next 5-10 years in the country.
The sheer size of the youth segment paves the way for sustained growth in purchasing power, making country’s consumer story one of the world’s most compelling for the next 20 years, the report said.
India offers attractive characteristics to global bond investors – a relatively high yield on bonds, a stable currency, strong fiscal position and declining inflation,” Sharma said.
Registered Office: CoWrks, Level 3, Birla Centurion, Century Mill Compound, Pandurang Budhkar Marg, Worli, Mumbai - 400030 Contact number: +91 22 6288 6100 | CIN: U74140MH2015PTC264932
CoWrks, Level 3,
Birla Centurion, Century Mill Compound,
Pandurang Budhkar Marg, Worli, Mumbai - 400030
Contact number: +91 22 6288 6100
| CIN: U74999MH2017PTC302008 |
Real Estate Regulatory Authority License no. (A51900011805)
For any grievance or disputes please contact us at the above address and phone number or send us an email to email@example.com. In case you are not satisfied with the response, you may contact the stock exchanges directly: (NSE) Tel: +91 22 2659 8190 / 1800 2200 58 (Toll free) or Email: firstname.lastname@example.org; (BSE) Tel: +91 22 2272 809 or Email: email@example.com.
Filing complaints on SCORES – Easy & Quick a. Register on SCORES portal b. Mandatory details for filing complaints on SCORES I. Name, PAN, Address, Mobile Number, E-mail ID c. Benefits: I. Effective communication II. Speedy redressal of the grievances
Trading and investments in Securities are subject to market risk, there is no assurance or guarantee of returns. Please read the PMS Disclosure Document, Risk Disclosure Document and Dos and Don’ts prescribed by the Exchanges and Mutual Fund Offer Documents carefully before investing
Attention Investors : No need to issue cheques by investors while subscribing to IPO. Just write the bank account number and sign in the application form to authorise your bank to make payment in case of allotment. No need to worry about the refund either, as the money remains in the investor’s account. Prevent Unauthorized Transactions in your demat and broking account −> Update your mobile numbers/email IDs with your stock brokers and depository participants. Receive information of your transactions directly from Exchange & NSDL on your mobile/email at the end of the day..... Issued in the interest of Investors. (Ref Circular No : NSE/INSP/27346, BSE/ 20140822-30, NSDL 2014/94/97 & 2015 / 104). KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered (broker, DP, Mutual Fund etc.), you need not undergo the same process again when you approach another intermediary.