BUSINESS
Indian IT sector – Has the tide turned?
The worst fears of a deep recession in the developed economies is receding, a good sign for Indian IT companies
BUSINESS
In The Money | Gamma’s the next Greek on the options trading block
Despite Gamma being a seemingly small number, it has a significant impact on how sensitive the option is to the underlying
BUSINESS
A deep dive into Muthoot Finance’s business model
The primary driver behind AUM growth has been a synchronous appreciation in the price of gold
BUSINESS
In The Money | How Greeks make options tick, Delta explained
To successfully manoeuver around the risks in trading options, an option trader needs to be well-versed with various factors which drive option prices. Enter the Greeks
BUSINESS
China’s shaky recovery and how it impacts Indian investors
Recent numbers indicate the Chinese economy appears to be losing steam. After March saw falling credit growth, housing market sales, and consumer inflation, April numbers indicate further stress
BUSINESS
In The Money | Crucial practical concepts—stop loss, margin and liquidity
While option-sellers can incur an infinite loss in theory, in practice it is not as scary. Here are some practical considerations in option-trading
BUSINESS
Consumer stocks could benefit as this X factor reappears
Rural India was missing in action as a stock trigger for consumer stocks, such as two-wheeler and FMCG companies. But Bharat appears to be on the rise again
BUSINESS
In The Money | Know the basics of options trading
In the Money is a new series that will demystify the world of options trading for readers and the inaugural edition kicks it off by explaining risk and the language of options
BUSINESS
What are the macro data telling the markets?
While the macroeconomic data indicates that the likelihood of sidestepping recession has increased, the economic engine is not expected to run at full steam in the near future
BUSINESS
Nifty has been complacent – Is this the calm before the storm?
India VIX’s lows have been harbingers of volatility and a stormy period for the Nifty in the past. This is likely to repeat again with the recent drop in VIX to near all-time lows
BUSINESS
Investors face a new normal, what should their strategy be?
Q4 results are sending a message that global uncertainty is catching up with Indian stock markets. It calls for caution but also signals opportunity
BUSINESS
RBI surprised with a pause and Nifty has gone up, but will the rally go on?
Whether or not FIIs continue buying will depend on whether central banks stick with the pause
BUSINESS
The impact of key near-term events on the markets
The degree of pessimism has reduced, but it is still too soon to put on our bullish hats
BUSINESS
Capital gains taxation: Is there a method to the madness?
The government’s premise that debt funds are similar to fixed deposits in terms of returns is misplaced since bonds carry credit and interest rate risks
BUSINESS
Investors should take cues from the Fed’s approach
The US Fed increased interest rates but also signalled a pausing of rate hikes. That gives breathing space to US banks and creates more conducive conditions for equities. But it’s not that simple
BUSINESS
Banking rout – A few bad apples, or is the whole barrel at risk?
Established Indian banks are better placed to weather the current storm
BUSINESS
SVB crisis stirs up memories of 2008 – What should investors do?
Regulators have stepped up to the plate quite promptly this time around. This is expected to hopefully arrest the situation before it snowballs into something bigger and scarier
BUSINESS
US Fed overhang weighs over Indian stock markets
The economic environment is not conducive for attractive returns in equities and is reflected in price action as well. What should investors do?
BUSINESS
Are retail investors losing faith?
Last month, institutional investors were net buyers of Indian stocks worth more than Rs 8,000 crore. But still, Nifty cracked by more than 2 percent during the period -- in other words, February saw retail investors losing faith
BUSINESS
Creative accounting impairs visibility for investors
Investors look for a true and fair picture and comparability in corporate disclosures. Creative accounting that adjusts EBITDA for everything that’s negative distorts the picture
BUSINESS
FIIs are back, but will they remain?
The pause in the narrowing yield spreads between the US and India has made Indian assets more attractive to foreign investors
BUSINESS
Keen to read the market’s mind after the latest MPC meet? A user’s guide
The same quantum of rate hikes points to a narrowing yield spread between India and US. This would make Indian assets more attractive for foreign investors
BUSINESS
Does the Bitcoin rally mean crypto is back?
In the crypto space, a company that has grabbed media attention and investor interest today has a very real risk of dropping off the face of the earth tomorrow
BUSINESS
Can we bank on banks to pull Nifty up?
While the sector has exhibited strong growth in earnings in Q3, a few overarching factors indicate that growth is likely to moderate, going forward
