Blog
Market Overview – December 2022
Global Economy and Stock Markets As per latest survey by IMF, inflation appears to have peaked in 2022, consumer spending remains robust and the energy crisis post Russia-Ukraine war has been less severe than initially feared. Though global economy still faces major headwinds in 2023, global growth is now expected to fall from 3.4% in
“Not a Lehman moment but SVB collapse a warning sign…”, Arpit Shah says in an interview with ET Markets
"We feel that SVB’s slide into the abyss isn’t quite a Lehman moment but a warning sign that we have trouble in the banking system, built up through the years of free-spending, i.e., money printing at the Federal Reserve," says Arpit Shah, Co-Founder & Director at Care Portfolio Managers Private Limited.
Care PMS Growth Plus Value Strategy rated 5 Star by PMSBAZAAR
PMSBAZAAR PMS Ranking powered by Crisil (An S&P Global company) has assigned 5 Star rating to our Care PMS Growth Plus Value Strategy in Small & Midcap Category for quarter ending June 2022 Click the link to read full article https://bit.ly/3Qbg6pq Source – www.pmsbazaar.com
Amit Doshi’s view on 5 trillion economy published in PMS_AIF 5.0 Special addition
Access full edition here – https://bit.ly/3GyMMGj Sorce – www.pmsbazaar.com
Market Overview – September 2022
Global Economy and Stock Markets The U.S. economy and stock market continued to struggle in the quarter gone by. Economic uncertainty may have peaked in 1st half of 2022 but it still remains high. US stock markets continue to feel the weight of Federal Reserve policy tightening, shrinking market liquidity and slower economic growth and
Care PMS Growth Plus Value tops the chart by delivering 23% annual returns in 10 years
Moneycontrol.com in their recent article highlighted our Care PMS Growth Plus Value Strategy on top of the chart in 10 year period where annual returns for investors were 23%. Read full article on below link – https://www.moneycontrol.com/news/photos/business/personal-finance/here-are-the-top-pms-strategies-that-delivered-up-to-23-annualised-returns-in-10-years-9548331.html source – www.moneycontrol.com
Care PMS Growth Plus Value Strategy rated 4 Star by PMSBAZAAR
PMSBAZAAR PMS Ranking powered by Crisil (An S&P Global company) has assigned 4 Star rating to our Care PMS Growth Plus Value Strategy in Small & Midcap Category in March 2022 Click the link to read full article https://bit.ly/3O4xpax Source – www.pmsbazaar.com
PMS V/s Mutual Funds September 2022
Care PMS is among the top performing PMSes in Indian in longer period as highlighted in an article published on www.pmsaifworld.com (an independent website tracking pms performances). Article link – https://bit.ly/3U2mDU0 Source – https://www.pmsaifworld.com/
Amit Doshi on Markets with Santo & CJ Show hosted by moneycontrol.com
Diwali is one of the auspicious occasion where most investors looks at investing in Gold, Equity and similar assets. Amit Doshi had shared his view on sectors to look for in new samvat 2079.
Market Overview – June 2022
Global Economy and Stock Markets The first half of 2022 was historically dismal for global stock markets and there is still some way to go before the storm blows over. Facing a multi-decade high in inflation, aggressive monetary policy tightening by the Federal Reserve and the effects of the Russia-Ukraine war, the US markets were
Arpit Shah’s view on Quarterly Corporate Earnings for Q1 FY 2022-23 in Moneycontrol.com
Q2 will be similar to Q1, however, second half results should be much better than the first half of FY 2022 – 23. Read Full Article on below link https://www.moneycontrol.com/news/business/earnings/indias-corporate-earnings-are-faring-better-than-investors-feared-8935401.html
Recent article in Ghoghari E-magazine
Amit Doshi (Co-Founder & Investment Director) has recently shared actions which an equity investors should do during market correction. Link of the article https://bit.ly/3RMuKnn
Amit Doshi’s interview in economictimes.com
Amit Doshi’s shared an input on equity markets with Economictimes.com. Synopsis Overall June quarter earnings are expected to be muted with the impact of profitability will be high considering high input cost across and which may not be possible to pass on immediately. Chemicals, paper, banking, auto, auto ancillary, realty are likely to do well.
PMS V/s Mutual Funds April 2022
A detailed score card prepared by https://www.pmsaifworld.com on Portfolio Management Services (PMS) vs Equity Mutual Funds (MF) as of 30.04.2022 Almost in all different tenor 1,2,3 & 10 year, Care PMS Growth Plus Value strategy delivered returns higher than top performing Small & Midcap Mutual fund schemes.
Market Overview – March 2022
Global Stock Markets Over the last 2 years, markets have been kind to investors globally mainly led by loose monetary policy. With worries cropping up on multiple fronts, there has been a reset in investors sentiments and liquidity. Some of the reasons for sharp fall in the last couple of months are as follows:- 1)
Top Smallcap PMSes for FY 2021-22
https://economictimes.indiatimes.com/markets/bonds/2-smallcap-heavy-pms-portfolios-more-than-double-investor-money-in-fy22/articleshow/90932908.cms
Care PMS Growth Plus Value Strategy is among top 5 Strategies in FY 2021-22 as highlighted in recent article by business-standards.com
https://www.business-standard.com/article/markets/nearly-70-of-254-pms-schemes-outdid-nifty-in-12-months-shows-data-122041700884_1.html
Best Performing PMSes investing in these companies to create better returns for investors. Article by economictimes.com
https://economictimes.indiatimes.com/markets/stocks/news/5-best-performing-pms-funds-held-these-stocks-in-their-portfolios-in-march/care-portfolio-growth-plus-value-monthly-return-13-50/slideshow/90874155.cms
Care PMS Growth Plus Value delivered 13.5% return in the month of March 2022 and 71% returns in FY 2021-22 as recently published by Indian daily Economictimes
https://economictimes.indiatimes.com/markets/stocks/news/pms-report-card-how-did-funds-run-by-mukherjea-samir-arora-perform-in-march/articleshow/90817852.cms
Market Overview – December 2021
Global Stock Markets The global economy enters 2022 in a weaker position than previously expected. As the new Omicron COVID-19 variant spreads, countries have reimposed mobility restrictions. Rising energy prices and supply disruptions have resulted in higher and more broad-based inflation than anticipated. Further, the ongoing retrenchment of China’s real estate sector and slower-than-expected recovery
Market Overview – September 2021
Global Stock Markets Global equity markets continued to generate positive returns for the quarter as economies opened up and activity levels picked up. Stocks have been on a roll as another mostly successful earnings season has unfolded, but there are reasons for investors to be both optimistic and cautious. There are several risks that are
Top 30 PMS strategies that made big money for ultra-rich investors in 2021
Care PMS featured among top performing PMS strategies in India in a recent article published by businesstoday.in. Click the link below for accessing the full article. https://www.businesstoday.in/markets/market-perspective/story/top-30-pms-strategies-that-made-big-money-for-ultra-rich-investors-in-2021-318784-2022-01-12
Correction a good time to buy
ETMarkets has recently published our view on equity market and recent opportunity created by market correction. Click the image or link below to read the full article. https://economictimes.indiatimes.com/markets/stocks/news/correction-a-good-time-to-buy-large-caps/articleshow/88112649.cms
Top Performing PMSes in India September 2021
Care PMS Growth Plus Value Strategy is among the top 10 strategies who beat the NIFTY returns in 6 months and 1 year period as published in recent article of economictimes. Click the link below to access full article. https://economictimes.indiatimes.com/markets/stocks/news/stocks-that-top-performing-pmses-held-in-their-portfolios-in-sept/articleshow/86995190.cms
Care PMS Growth Plus Value Strategy doubled the investment in less than a year
Care PMS Growth Plus Value Strategy has doubled the money in less than a year and is among top 5 PMSes in India. Click the image or link below to access full article. https://economictimes.indiatimes.com/markets/stocks/news/this-decade-old-smallcap-pms-fund-is-crushing-its-competition/articleshow/86222668.cms
Market Overview – June 2021
Global Stock Markets Global equity markets continued to generate positive returns for the quarter as vaccination pace accelerated in most developed economies. Additionally, governments of most developed countries continued to ease COVID related mobility restrictions and activity levels picked up. This has resulted in global trade volumes showing a V-shaped bounce back and stimulus measures
Most PMSes beat NIFTY returns in the month of July 2021
Care PMS Growth Plus Value Strategy is covered in a recent article published by business daily Business standard. Strategy is among Top performing strategy in India. Click below link to read full article. https://www.business-standard.com/article/markets/with-4-3-returns-on-average-most-pms-schemes-beat-nifty-in-july-121081600827_1.html
Care PMS Growth Plus Value Strategy is among Top Performing Strategies in July 2021
Source: www.moneycontrol.com To read full article please click below link. https://www.moneycontrol.com/news/business/markets/almost-97-pms-schemes-beat-nifty-in-july-small-multicaps-hog-the-limelight-7331801.html
Care PMS Growth Plus Value Strategy among top performing Strategy in 6 month and 1 Year bracket
Care PMS Growth Plus Value Strategy found it place among top performing strategy in 6 month and 1 year bracket in recent article published by economictimes. https://economictimes.indiatimes.com/markets/stocks/news/mid-smallcap-focused-minnows-beat-their-larger-peers-in-june/articleshow/84400638.cms
Arpit Shah’s interview in Moneycontrol.com
“I don’t believe people can make easy money from the market on a sustainable basis. Investors have to be cautious and calculative. Smallcap is a wide space, and identifying companies and staying invested require a lot of due diligence on a regular basis,” Shah tells Moneycontrol’s Kshitij Anand in an interview. Click the image or
17% Returns in May 2021
Care PMS Growth Plus Value Strategy excelled over all the PMSes in the month of May 2021. Click image or link below to read the full article. https://economictimes.indiatimes.com/markets/stocks/news/shankar-sharma-samir-aroras-pmses-lagged-in-may-smallcap-funds-excelled/articleshow/83562578.cms
Sugar – White Gold
Sugar in India has remained a supply side story for the past many years and was facing twin issues i.e. surplus production and highly regulated sugarcane prices. The key for this industry was to control supply in order to improve profitability of the sector. Let’s have a look at domestic balance sheet of Sugar industry
Care PMS Growth Plus Value strategy among top performing Strategy for April 2021
In a recent article by Business Standard, Care PMS Growth Plus Value Strategy featured in Top performing strategy and beating NIFTY index by significant margin for the month of April 2021. Click the link below to read full article.
Case Study – Impact of Leadership on Company
HIL Ltd is the flagship company of CK Birla Group and is the market leader in Asbestos fibre cement roofing sheets for more than 5 decades with ~20% market share. Innovative products, deepening distribution reach, operational efficiencies and strengthening of critical capabilities have anchored HIL’s faster-than-industry growth pace over the years. Click the image to
Care PMS Large & Midcap Strategy categorised as one of the best performing strategy in Feb 2021
In the recent article published by www.moneycontrol.com, our newly launched strategy “Care PMS Large & Midcap” was among the top performing strategy in Large & Midcap category based on monthly data of Feb 2021. Care PMS Large & Midcap strategy was launched in July 2020 and is just 8 months into existence. Click image to
Market Overview – December 2020
Indian Economy RBI in its December policy meeting upgraded India’s GDP forecast and expects economy to shrink 7.5% this fiscal vs earlier forecast of 9.5% contraction as the economy is recuperating faster than anticipated. Further, even the IMF upgraded its forecast for GDP growth in FY22 (8.8% growth earlier to 11.5% growth) making it the
Market Overview – September 2020
Sharp contraction in GDP; Upgrade soon? FY21 is half done and the macro data available till now shows the hits to the economy because of the coronavirus pandemic. However, there are signs of revival. After the country’s economy contracted by a record 23.9% in April-June quarter, contraction for Q2’21 is expected to be around 8.6%
Care PMS is among the best performing Portfolio Manager as per Bloomberg Quint
We are happy to share that, Care PMS has regained the position among Top 5 best performing Portfolio Managers tracked by BloombergQuint. Please click the image to read the full article
New agriculture Bill passed in Both the houses
Last week, Lok Sabha passed three bills to reform and liberalize the production, trade, and pricing of agriculture produce in the country. These are heavy pieces of legislature but let’s under what they are in nutshell – Farmers’ Produce Trade and Commerce (Promotion and Facilitation) Bill, 2020 – Farmers are now free to sell their
Market Overview – June 2020
Sharp contraction in GDP June quarter GDP contraction was quite serious across the globe on account of ‘Stay at Home’ strategy adopted by most governments. India was amongst the worst hit with 23.9% contraction in GDP. Unfortunately, the population density and the sheer size of population resulted in India having the 2nd highest cases in
SEBI’s new rule for Multicap schemes of Mutual Funds
SEBI on September 11, 2020 released a direction for multicap schemes of mutual fund for investing minimum 25% of funds in each marketcap i.e. Large, Mid and Small. Presently, there is around 1.5 Lakh crores of assets under multicap category of mutual fund and majority of allocation is towards largecap and only ~5% funds are
Market Overview – March 2020 Quarter
The year 2020 has been more than what we bargained for. From a pandemic called COVID-19 hitting almost the entire world, to the hardships caused by the lockdown to several businesses, to border tensions, and fears of a slump in corporate profitability, to cancellation and/or postponement of major sporting and social events, this has been
Market Overview – December 2019 Quarter Global Economy: Global economic growth is forecast to edge up to 2.5% in 2020 as investment and trade gradually recover from last year’s significant weakness but downward risks persist with advanced economies growth slipping to 1.4% whereas emerging and developing economies expected to grow at 4.1%. Corona Virus: There
Commodity Businesses There are many concepts and thoughts through which one can see commodity businesses. They are termed as cyclical, low PE deserving companies and generally have restricted weightage in one’s portfolio. Right Definition: We believe that any business or trade where goods are sold without any value addition or without any differentiation can be
Recent coverage of Care PMS strategy by Bloomberg Quint
Recent coverage of Care PMS strategy by Bloomberg Quint View full coverage by clicking on image below:- Small Caps To Be Back In Vogue In 2020, Says The Portfolio Manager With Best Returns In December…Click image to read full article Article Published on January 13, 2020