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
BUSINESS
What lies ahead for investors, after a sobering start to 2024?
Lofty expectations have inflated valuations and that means uncertainty can rock the boat. How can investors navigate these choppy waters?
BUSINESS
Looking back on 2023 as we step into the new year
It is only when all segments of the economy – broad-based domestic demand, export demand, government expenditure, and private investments – are poised for growth, that the expectations-based rally seen in the second half of 2023 can transform into a fundamentals-based rally in 2024
BUSINESS
RBI's crackdown amidst lending euphoria - what does this mean for investors?
The RBI’s risk weight increases and the recent clampdown on lenders’ linkages with AIFs will curb access to funding real estate and infrastructure. It remains to be seen if the move is wise when economic growth drivers are few
BUSINESS
Nifty at life-time high after Fed meet – What’s next for markets?
The trajectory of rate-cuts in the US is expected to be steeper than that for the repo rate. So, as the accommodative policy stance kicks in, the yield spread between Indian and US treasuries is expected to widen thereby drawing in FII interest
BUSINESS
How much steam is still left in the rally?
Stock markets are sputtering at around all-time highs, pricing in several positives such as falling global yields, political stability and a healthy economic outlook
BUSINESS
US yields weaken. And that's good news for equity investors
While falling US yields and widening yield spreads favour all emerging assets, the Indian economy’s sustained resilience has played a crucial role in attracting flows
BUSINESS
What strategy should investors follow amid global concerns and domestic headwinds?
It is crucial for investors to keep tabs on global and domestic developments and stay in sync with fast-changing market sentiment
