BUSINESS
Can value continue to outperform? UTI MF's K Lakshmanan on the growth versus value debate
Lakshmanan also said large caps are better positioned in terms of volatility and valuation at current market juncture.
BUSINESS
Warren Buffett says Berkshire earned $100 million everyday, even as its share gained 11 percent YTD and 16 percent in 2023.
Buffett said that Berkshire earnings will increase moderately
BUSINESS
Warren Buffett says AI Genie out of the bottle, just like nuclear weapons; worried about scamming
Buffett also although AI has good things to offer, the scamming industry will be a high growth industry in future, thanks to AI
BUSINESS
We will continue to hold Apple unless they change capital allocation: Warren Buffett
Buffett said he will continue to own Apple even as they do not mind holding cash under current market conditions
BUSINESS
Nifty Manufacturing index at all-time high on government capex, premium auto sales
The Nifty Manufacturing index climbed to 13,080 intraday. It has touched new all-time highs for the past five sessions. The manufacturing index has gained 57 percent in the last 12 months.
BUSINESS
HCLTech Q4 Earnings Preview: Revenue flat despite services support, profit to be hit as products business drags
Revenue growth will be driven by the services business, which was boosted by the Verizon deal. In August 2023, HCL Tech signed a $2.1 billion deal with Verizon to provide managed network solutions to its global enterprise customers.
BUSINESS
RBI curbs on Kotak Mahindra Bank to hurt retail business, stock may fall up to 5%, says expert
RBI barred Kotak Mahindra Bank from onboarding clients through digital channels due to supervisory concerns over their technology platforms.
BUSINESS
Tech Mahindra Q4 results preview: Revenue to decline on weak telecom spending
Brokerages also expect a muted deal win for the company in the quarter at around $500 million. In the results commentary, they will watch out for strategies for turnaround from the new CEO and outlook on the telecom vertical
BUSINESS
Fyers enters institutional broking, experts skeptical due to cost and margin challenges
Discount brokerages charge near zero brokerage for buying and selling stocks and make most of their money by charging minimal flat fees on options trading.
BUSINESS
Why India’s most admired investor Radhakishan Damani is stepping up stake in this little tobacco company
VST Industries' strong margins, improving operation efficiency by shifting base, new capex is expected to drive growth for the company.
BUSINESS
Bajaj Chetak records electrifying performance: Q4 sales equals previous year annual sales
Chetak sold nearly 40,000 units in the quarter that ended in March 2024 and increased its market share to 13 percent
BUSINESS
BSE Power Index outperforms Sensex by 3X since 2021
Huge capacity expansion and expectation of further demand from new sectors such as AI and automation are driving the rally
BUSINESS
This stock has delivered a nearly 100 percent return year-to-date. And it's credible, not some shady microcap
Schneider Electric Infra has been one of the biggest beneficiaries of the government’s investments in the power sector
BUSINESS
Smallcaps bounce back after March low; 94% of Nifty Smallcap 100 stocks trade above 20 SMA
Nifty Smallcap index has shown a strong recovery from the previous month’s low as it gained over 14.86 percent in the time period.
BUSINESS
Smart beta indices beat Nifty fair and square in FY24
Out of 24 such indices on the NSE, 23 were able to outperform the Nifty in terms of returns.
BUSINESS
SEBI may allow staff to invest in zero coupon zero principal security to invest in NPOs
Madhabi Puri Buch, SEBI chairperson said, "We are going to the SEBI board meeting tomorrow to take permission for SEBI staff to be able to buy zero coupon zero principle bonds because we are not permitted to buy securities"
BUSINESS
Wait-and-watch mode on IT stocks for next 2 quarters, looking for clarity from US: Axis Securities
Chadawar also said there is sector rotation in the market with smallcap and midcap stocks seeing weaknesses, and large cap stocks expected to see inflows
BUSINESS
F&O Watch for March 14: RBL Bank enters NSE ban list, Hind Copper likely to exit
BHEL, PVR Inox, Bandhan Bank, Biocon, GNFC, India Cements, Indus Towers, Balrampur Chini Mills, Vodafone Idea and Ashok Leyland may enter the ban list as these stocks are near the 95 percent MWPL.
BUSINESS
RBI's action against NBFCs to put investors in caution mode; bank stocks expected to benefit
After barring Paytm Payments Bank from accepting fresh deposits and credit transactions in January, RBI asked IIFL Finance to stop giving gold loans due to material supervisory concerns on March 4. On the next day, RBI restricted JM Financial from giving loans against shares and debentures, after observing deficiencies in the company’s loan process.
BUSINESS
Avoid sugar stocks, EVs may disappear like pagers if hydrogen fuel takes off: Cholamandalam Securities
Kant also explained how high interest rates are affecting rural consumption due to their high dependence on microfinance.
BUSINESS
Use special situations funds to find value investments in bull market: Neil Bahal of Negen Capital
Special situations funds invest in uncommon market opportunities, such as buying stressed assets, investing in rights issues, buying shares in demerged entities, merger arbitrage, special dividends, shares of companies undergoing litigations and investigations etc.
BUSINESS
SEBI bars ETFs from investing abroad, but some routes to buy Nvidia, other US shares still open
While SEBI's directive closed one door through which Indian investors could participate in the US stock markets rally, there are still other ways to invest in the US market. Indian investors can open an international trading account and buy stocks directly
BUSINESS
Will MFs hiking stake in Whirlpool drive a rerating of the stock?
The company’s operating performance improved in Q3. That needs to sustain for investors to turn positive on the stock
BUSINESS
Gainers and Losers: 10 stocks that moved the most on February 20
Nifty crossed 22,000 level for the first time. Among the sectors, bank, media, power and realty up 0.8-2 percent each, while auto, IT, metal down nearly a percent each
