BUSINESS
China's stimulus casts shadow on Indian stocks — Has the outlook for investors changed?
Given India’s stock market’s lofty valuations, a shift to a positive outlook for China’s economy along with an undervalued economy create conditions for funds to flow from one to the other
BUSINESS
Next on the regulator's radar -- Shady business in SME IPOs
SME IPOs have caught the regulator’s eye and are being investigated
BUSINESS
Even a huge US Fed rate cut did not excite investors, what lies ahead?
The rate cuts are here but a slowing economy while interest rates remain high is a worry. But, for Indian equities a pivot will mean good news for stocks although not across the board
BUSINESS
Is the tide turning for financial services?
A confluence of factors that had clouded the BFSI sector’s growth prospects and dimmed investor interest is giving way to a sunnier outlook
BUSINESS
After a golden phase, what’s next for the yellow metal?
Since the lows of October 2023, gold prices are up by 38 percent beating the Nifty’s 28 percent return, but the past month has seen it take a breather. Does the rally still have legs left?
BUSINESS
Unified Pension Scheme – Two birds with one stone, or a step back in time?
While government employees are getting a better deal, the hit to government finances may turn out to be insignificant, under certain assumptions
BUSINESS
Real Estate: A pause after breathtaking rally or a trend shift?
The long term potential of the real estate sector seems intact but the recent underperformance may reflect some caution needed for those with a shorter horizon
BUSINESS
Inflation is retreating, central banks are waiting and watching
Era of high policy rates could be nearing its end but is it enough to boost equities?
BUSINESS
What's behind the recent stock market correction? The answer lies in Japan
The quantum and duration of the resulting correction in Indian stock markets will depend on how much more unwinding is expected from Yen carry traders, and how much more support can be expected from DIIs during the consequent FII outflows
BUSINESS
SEBI cracks the whip on expiry-day F&O punts to curb risks
The market regulator’s proposals to curb speculation have taken aim at the riskiest parts of the market but a few proposals do seem like an overkill
BUSINESS
Spike in intraday cash market trading is a big worry, needs regulatory attention
While F&O trading is attracting the attention of worried regulators, a sharp jump in the number of traders, with a high share of youth, in intraday cash market trading points to risks in a relatively unnoticed corner of the market
BUSINESS
Union Budget 2024: A look at the potential market movers
Budget 2024-25: Investors should keep a hawk’s eye on Budget beneficiaries which have been lagging so far, because the next leg of the rally is likely to be driven by these sectors playing catch-up
MARKETS
As markets take a breather, what should investors do?
BUSINESS
HDFC Bank’s shares to display pendulum effect, thanks to MSCI’s index methodology
Its FPI shareholding level is on the cusp of a key factor determining its weightage in the MSCI EM Index. That means frequent inflows/outflows to maintain balance. What’s the message for investors?
BUSINESS
As Quant MF falls under the Sebi scanner, what should investors in their schemes do?
While the jury is still out on the front-running allegations, the fund’s momentum-driven strategy, focus on small-cap stocks add to the risk for investors
BUSINESS
NDA 3.0’s First Budget: Why taxpayers, investors deserve some relief
After adverse changes to investment-linked taxation benefits, taxpayers and investors will be seeking relief and a long-term vision. What’s good for them is also good for the economy
BUSINESS
Chemicals' outlook turns brighter, how should investors play the theme?
Improving demand conditions, rising exports, softer input prices all point to better times for chemical companies after a few torrid years. But not all segments are firing and valuations have run up too, meaning investors need to be selective
BUSINESS
How a new era of coalition politics can impact stock markets
After a decade of a single-party majority that led to speedy decision-making, while continuity is a positive, the reality of coalition politics could cast a shadow
BUSINESS
Markets turn jittery ahead of election results; What should investors do?
Policy continuity, global monetary easing, rising wholesale inflation, and a positive turn to FII sentiment could favour large-caps more than mid- and small-caps, especially since the latter have already run up significantly
BUSINESS
China Property Crisis -- Light at the end of the tunnel?
China’s latest steps to revive its property market is good news but for India, it spells trouble as dollar flows could be redirected from domestic markets to Beijing
BUSINESS
New life breathed into telcos; what has changed?
After years of pain, the telcos look promising given the rise in digitization, higher tariffs and government measures to create a conducive landscape for companies
BUSINESS
Fund Matters | Small cap schemes stole the show in April, but not all got it right
While small and mid-caps outperformed large caps, not all schemes were able to ride the wave. Much depended on whether they were holding the right stocks in the category or not
BUSINESS
Discipline in project finance is needed, but in moderation
Past episodes of bad loans to projects may be behind the RBI’s proposal for a high provisioning requirement. But too much of the bitter medicine may harm the patient
BUSINESS
Are Kotak Mahindra Bank’s problems transitory?
The regulatory woes may be transitory, but investors will want to see proof that its long-term potential under its new management is intact
