Are you concentrating in only one segment?

Today’s Daily Byte

Today is Valentine’s Day, and I was hoping the market would show some love to the investors who are currently buried under a lot of drawdowns. Unfortunately, that was not to be, as the market continued to plummet. It’s now more oversold than it was yesterday, and it has reached the oversold territory where a bounce could happen at any point. It could have bounced yesterday, it could bounce today, or it may bounce in the next few days. But a bounce is certainly on the cards.

Reading Time : 5 Minutes

Don’t concentrate in one segment

Small Caps Dominate AUM Trends in January 2025

The latest data on January 2025 Assets Under Management (AUM) has been released by MPHI, and an interesting trend has emerged. Small caps have been leading the AUM growth charts for the past couple of years, but now, there has been a decline of about ₹1,487 crore in AUM. This drop is largely due to the fall in small-cap prices rather than actual outflows. Despite this decline, the net AUM addition in small caps over the last month still stands at ₹439 crore.. . . . .

Reading Time : 4 Minutes

This is the power of narrative & optimism

Recently, we have been witnessing continuous outflows from emerging markets, including India, while the US market has been experiencing strong inflows. One of the primary reasons for this shift is the surge in equity ETF inflows into the US market since election day. If we look at the data, this trend is similar to what happened post-COVID when massive liquidity pushed US equities higher. The current rally is being fueled by strong inflows, leading to a natural exit from other markets as investors chase returns.. . . . .

Reading Time : 3 Minutes