Market Edge

  • `This rally will end only when couple of European banks go bust`

    'This rally will end only when couple of European banks go bust'  

    The problem according to Saurabh Mukherjea of Ambit Capital is that two developments—negative interest rates and negative inflation-- are striking at the heart of the premise that the entire banking system is built on

    02 Aug 2016, 11.34 am  |  Source: Moneycontrol.com

  • Fund managers` Catch 22: Doomed if you buy, doomed if you don`t

    Fund managers' Catch 22: Doomed if you buy, doomed if you don't  

    When the market has been rising for a while, valuations turn expensive. Frontline stocks may look a safer bet, but much of the action would be happening in midcaps.

    01 Aug 2016, 6.33 pm  |  Source: Moneycontrol.com

  • 10 warning signals even as liquidity drives stock prices higher

    10 warning signals even as liquidity drives stock prices higher  

    Unlike country-specific funds which have a longer term view, ETF flows are volatile and could reverse at the first sign of weakness. Also, India’s performance has to be seen in the context of the rally across emerging markets.

    30 Jul 2016, 5.44 pm  |  Source: Moneycontrol.com

  • Post Rexit, markets surge on back of billion dollar-plus inflows

    Post Rexit, markets surge on back of billion dollar-plus inflows  

    A little over a month ago, the Indian market was fretting over the impact of the announcement of popular Reserve Bank chief Raghuram Rajan who announced he would not seek a second term.

    27 Jul 2016, 8.38 am  |  Source: Moneycontrol.com

  • Nifty at 52-week high: The action is in these stocks, sectors

    Nifty at 52-week high: The action is in these stocks, sectors  

    A lot of diverse stock-specific action has led to a number of stocks being at different levels than they were last when the Nifty was at similar levels.

    25 Jul 2016, 8.44 pm  |  Source: Moneycontrol.com

  • Rally may still have some steam left, given rampant skepticism

    Rally may still have some steam left, given rampant skepticism  

    For one, there are not too many leveraged positions in the market. Bulge bracket market operators are trading within limits, and so are most professional traders. Retail investors are missing in action and brokers say the last tim...

    25 Jul 2016, 6.14 pm  |  Source: Moneycontrol.com

  • Has a trading opportunity opened up in IT stocks?

    Has a trading opportunity opened up in IT stocks?  

    Some analysts believe that the market's negative reaction to recent events in the IT space may be overdone.

    22 Jul 2016, 4.52 pm  |  Source: Moneycontrol.com

  • Global fund managers` cash at highest levels since 2001: Survey

    Global fund managers' cash at highest levels since 2001: Survey  

    Cash levels at funds run by investment managers globally are at the highest levels since November 2001, since when data has been tracked, a report by Bank of America-Merrill Lynch says.

    21 Jul 2016, 1.00 pm  |  Source: Moneycontrol.com

  • HUL stock, a steady performer, has given 49% returns in 9 qtrs

    HUL stock, a steady performer, has given 49% returns in 9 qtrs  

    FMCG major Hindustan Unilever's stock has given handsome returns to investors over the last nine quarters. The disappointing first quarter results were only a blip in an otherwise strong track record.

    19 Jul 2016, 7.55 pm  |  Source: Moneycontrol.com

  • 16 sugar stocks that have given over 100% returns in 2016 so far

    16 sugar stocks that have given over 100% returns in 2016 so far  

    In the seven months to July, about sixteen stocks among the total basket of sugar companies have given returns of over 100 percent. Some of them have also hit their 52-week high.

    12 Jul 2016, 6.04 pm  |  Source: Moneycontrol.com

  • 5 reasons why midcaps are hot; and should you be careful now?

    5 reasons why midcaps are hot; and should you be careful now?   

    The cult of equity has returned, and with it, the obsession with midcap stock picking. Is this time to come in or cash out?

    11 Jul 2016, 1.10 pm  |  Source: Moneycontrol.com

  • Are private equity investors going slow on India?

    Are private equity investors going slow on India?  

    Between 2013 and 2015 they PEs increased their exposure little by little and in the first quarter of 2015 they ploughed in USD 4704 million. Right now, their total India exposure is down to USD 1054 million in the second quarter ...

    07 Jul 2016, 3.46 pm  |  Source: Moneycontrol.com

  • Week ahead: Is consolidation around the corner for the mkt?

    Week ahead: Is consolidation around the corner for the mkt?  

    Whether that rally will sustain or not will depend on upcoming events like the passage of GST Bill in the next parliament session that will begin on July 18, a further progress of the monsoon and Q1FY17 earnings that will kick off...

    02 Jul 2016, 3.08 pm  |  Source: Moneycontrol.com

  • Stocks that have returned over 2000% in last 3 years

    Stocks that have returned over 2000% in last 3 years  

    Standout companies differentiate themselves by way of stock price return over the long term.

    28 Jun 2016, 11.31 pm  |  Source: Moneycontrol.com

  • Brexit fallout: Threat for equities is more from currency swings

    Brexit fallout: Threat for equities is more from currency swings  

    Back home, a section of market players are counting on a dovish RBI Governor to replace Raghuram Rajan in a couple of months now. If both situations play out as expected, it means liquidity will be the least of worries for bulls i...

    27 Jun 2016, 3.14 pm  |  Source: Moneycontrol.com

  • VIEW: Much awaited correction finally here,don`t wait for bottom

    VIEW: Much awaited correction finally here,don't wait for bottom  

    What’s making investors edgy is that unlike financial crises, political crises cannot be quickly fixed with monetary tools like rate cuts and liquidity infusion. But that won’t stop central banks from trying.

    25 Jun 2016, 1.23 pm  |  Source: Moneycontrol.com

  • Rexit to add to Brexit jitters for stocks, currency markets

    Rexit to add to Brexit jitters for stocks, currency markets  

    Stock and currency markets are set for a volatile opening tomorrow on concerns over RBI chief Raghuram Rajan's abrupt no to a second term while the upcoming Brexit referendum may add to the worries of investors from India and abro...

    19 Jun 2016, 5.42 pm  |  Source: PTI

  • Brexit may roil markets next week; Mahanagar Gas IPO under lens

    Brexit may roil markets next week; Mahanagar Gas IPO under lens  

    Volatility is likely to stay as the new week gets ready for Britain's referendum vote on Thursday that will decide whether the country will remain a part of European Union.

    18 Jun 2016, 1.38 pm  |  Source: Moneycontrol.com

  • FIIs and MFs are betting on these 4 stocks, negative on 1

    FIIs and MFs are betting on these 4 stocks, negative on 1  

    A Moneycontrol survey picks stocks in which foreign instituitional investors (FIIs) and mutual funds (MFs) have been continuously increasing and offloading their stake in the last five quarters.

    14 Jun 2016, 7.16 pm  |  Source: Moneycontrol.com

  • Infographic: M-cap of 1 private bank nearly equals 27 PSU banks

    Infographic: M-cap of 1 private bank nearly equals 27 PSU banks  

    The market capitalization of listed state-run banks is close to that HDFC Bank.

    10 Jun 2016, 11.42 am  |  Source: Moneycontrol.com

  • Ambit ditches Sensex 22,000 target, forecasts 29,500 by FY17 end

    Ambit ditches Sensex 22,000 target, forecasts 29,500 by FY17 end   

    "Although the possibility of Sensex 22,000 remains real, it is no longer our base case scenario, thanks to the firefighting done by the RBI and the Banks Board Bureau," Ambit said in a note.

    10 Jun 2016, 9.51 am  |  Source: Moneycontrol.com

  • Back from retirement, world`s best trader is worried for macros

    Back from retirement, world's best trader is worried for macros  

    After shedding management duties at his USD 30 billion family fund, legendary trader and investor George Soros has again taken to actively directing trades -- trades that reflect a starkly pessimistic outlook.

    09 Jun 2016, 11.46 am  |  Source: Moneycontrol.com

  • RBI, monsoon progress, Apr IIP likely to drive market next week

    RBI, monsoon progress, Apr IIP likely to drive market next week  

    Brokers see the Nifty climbing to 8500 in the short term driven by a mix of fundamental factors as well as easy global liquidity. Weak jobs data in the US has dimmed the prospects of a rate increase by the US Federal Reserve.

    04 Jun 2016, 3.04 pm  |  Source: Moneycontrol.com

  • Season of loss: 15 out of 27 PSU banks under water in FY16

    Season of loss: 15 out of 27 PSU banks under water in FY16  

    Year 2016 was a nightmare for Indian public sector banks, thanks to a sharp rise in non-performing assets (NPA).

    03 Jun 2016, 7.26 pm  |  Source: Moneycontrol.com

  • Chart of the day: NBFC stocks turn market darlings

    Chart of the day: NBFC stocks turn market darlings  

    With expectation of a good monsoon this year and increased consumption due to the 7th Pay Commission and OROP, rural demand is expected to pick up which will benefit NBFCs further.

    03 Jun 2016, 12.44 pm  |  Source: Moneycontrol.com

  • Here`s proof stock prices mirror earnings growth over long term

    Here's proof stock prices mirror earnings growth over long term  

    Indian companies that have posted strong earnings growth have invariably clocked high returns.

    30 May 2016, 5.54 pm  |  Source: Moneycontrol.com

  • A bad, bad way to end the year for PSU banks

    A bad, bad way to end the year for PSU banks  

    Most public sector banks saw their profits shrink thanks to higher provisions and a substantial increase in non-performing assets. Moneycontrol report reveals SBI and PNB were right up there on top of the list of banks with most n...

    27 May 2016, 4.09 pm  |  Source: Moneycontrol.com

  • ITC shares may have turned the corner

    ITC shares may have turned the corner  

    Below is an analysis of the key financial indicators of the company and also where brokerages stand on the stock.

    23 May 2016, 8.46 pm  |  Source: Moneycontrol.com

  • Rockstars: 17 midcaps that gained over 100% in Modi sarkar

    Rockstars: 17 midcaps that gained over 100% in Modi sarkar  

    Though BSE midcap index gave only 5 percent returns between May 18,2015 to May 16, 2016 the index jumped 37 percent between 2014-2015.Results of general elections were declared on May 16, when BJP-led National Democratic Alliance ...

    21 May 2016, 10.25 am  |  Source: Moneycontrol.com

  • Rise and rise of bank non-performing assets

    Rise and rise of bank non-performing assets  

    A moneycontrol analysis of the banking sector shows how non-performing assets of lenders climbed over the last five fiscal years. Punjab National Bank NPAs rose 117% to Rs 55,818 crore in FY16 against Rs 25,695 crore on year-on-ye...

    19 May 2016, 5.25 pm  |  Source: Moneycontrol.com

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