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
BUSINESS
HDFC Bank’s Q4 Scorecard: What's in store for investors?
As the loan mix improves, loans are repriced, deposit growth rises, high-cost borrowings are retired, and cost of funds reduces, HDFC Bank’s NIM is expected to expand
BUSINESS
US rate cuts look like a distant dream, India’s stock markets face a tough time ahead
Market conditions point to the risk of near term corrections but if that plays out then it may prove to be an opportunity for long term investors
BUSINESS
Q4 earnings: What to expect — an action-packed event or a ho-hum showing?
Overall, India Inc. is expected to report sales growth in the mid-single digits, while bottom-line growth is expected to be slightly higher
BUSINESS
Fund Matters | What made mutual funds tick in FY24, will there be an encore?
Concentrated portfolios and derivative exposures worked in the favour of certain funds in FY24. But there’s no guarantee that will work in FY25 as well
BUSINESS
Free market or investor protection, what will serve India’s F&O traders better?
A growing tribe of retail traders has seen India’s derivatives market turnover attain dizzying heights. Exchanges are giddy as revenues grow but the regulator is worried. Should the bubble be pricked or take its own course is the thorny question
BUSINESS
After a blockbuster rally in FY24, will FY25 see an encore?
Bullish macro events such as interest rate cuts are on the cards, but will market overcome the risks that are lining up on the horizon is the main question for FY25
BUSINESS
What Japan’s move away from sub-zero rates means for Indian investors
Japan’s experience shows why yield spreads matter much more than absolute rates or their direction, for the economy and investors too
BUSINESS
Panic in mid, small caps shows SEBI’s warning has hit markets hard
Disclosure of stress tests of fund houses allow investors to make informed decisions and show where and how much are fund houses vulnerable in their exposure to mid and small cap stocks
BUSINESS
How to take FOMO out of mutual fund investing
The rising popularity of mutual funds has been accompanied by rising confusion among investors, with FOMO seeing them rush into mid and small cap schemes
BUSINESS
How SEBI’s move to curb irrational exuberance in small caps can play out
The market regulator wants mutual funds to ensure their small cap schemes are capable of handling a selloff in these frothy stocks. Depending on the measures, stocks could feel some heat. What should investors do?
BUSINESS
Private capex is seeing action heat up, here’s a road map for investors
Capacity utilization is high, corporate credit is reviving, it’s just a matter of time
BUSINESS
How does stubborn inflation in US affect Indian stock markets?
FIIs have turned skittish, volatility has increased, which means the near term looks uncertain. Has the long term outlook changed too?
BUSINESS
Commotion in China; what does this mean for Indian stock markets?
China’s efforts to boost its economic growth has been piecemeal and unstructured and its continued troubles have made India an appealing alternative for investors. But Indian markets too have some risks
BUSINESS
Will the government’s fiscal prudence signal a dovish pivot from the RBI?
What deserves credit is that despite delivering the customary pre-election sops, the budget exercised restraint and did not lose sight of long-term value creation
BUSINESS
Zee Entertainment: Can a new cast revive the merger script?
Whether a new deal works out or if Zee’s legal and governance issues take the company down, is anyone’s guess. But it’s the best hope for its investors and for consumers
BUSINESS
Bloodbath among risk-on assets – Disappointing HDFC Bank earnings, or something more systemic?
The Indian markets over-reacted to the HDFC earnings disappointment, indicating that other, deeper, factors were behind the sell-off
BUSINESS
Will Q3 earnings provide a reality check or cheer investors further?
Investors should remain prepared for a mixed bag. While some pockets may disappoint, it is important for investors to stay focused on long-term prospects. And keep some powder dry
