INDIA
PSUs, Sensex firms see maximum erosion in investor wealth; BSE mcap plunges by nearly Rs 50 lakh crore
The combined market capitalisation of all listed firms on the BSE has plunged by nearly Rs 50 lakh crore since its peak on September 27, amid a persistent correction in domestic equities
BUSINESS
India most under-owned by foreign investors among EMs, correction may attract dollars: CLSA's Alexander Redman
CLSA's equity strategist said that even though the market still looks a bit expensive relative to what may be warranted, it has come down significantly from the peak.
BUSINESS
'If investors want to own India cheap, they may never own it': CLSA's Shaun Cochran
Cochran explained that for two decades, China was the darling of global markets, benefiting from its WTO ascension and dominance in global exports. But China has now reached maturity, and the world is seeking more diversified supply chains post-COVID. This transition, he believes creates an opportunity for India.
BUSINESS
Cash is king, and the king is in action mode
Mutual funds invested nearly Rs 89,000 crore during the month, a significantly higher figure when compared to the previous months – September saw MFs deploying cash totalling Rs 30,000 crore, as per SEBI data.
BUSINESS
Samir Arora's market philosophy: Things doing badly turn around fast, and things doing well don’t suddenly falter
Arora explained that the last three years have seen some of the lowest returns in history for Nifty, though the NSE 500 index has fared somewhat better
BUSINESS
Ramesh Damani on his worries about Donald Trump's win and what it means for India, world
"India is lucky that they have a strong domestic economy and emerging economy... we’ll be fine in the coming times but the world will look different...” Damani has said
BUSINESS
Thematic, sectoral funds face cyclical challenges; Here's Shriram AMC's Deepak Ramaraju on the ideal approach for investing
To overcome this challenge, an ideal approach would be to adopt a multi-sector rotation approach, said Ramaraju.
BUSINESS
Wealth Index: Most HNIs and ultra HNIs have return expectations of 12-15%
A study by CRISIL and 360 One Wealth mapped the investment preferences of HNIs and UHNIs.
BUSINESS
Key highlights for equity markets from AMFI's latest data
For the month, SIP contributions were around Rs 25,322.74 crore, up from Rs 24,509 crore in the previous month. Total SIP assets reached Rs 13.30 lakh crore, representing 20 percent of the total AUM.
BUSINESS
'Buy anything phase' is over, bottom-up opportunities in innovation attractive as market gets off high-velocity phase: Tata MF CIO
It's a healthy cycle, as markets sometimes need time to settle after a period of strong gains, says Rahul Singh
BUSINESS
Tata Motors maintains full-year guidance for JLR, expects improvements in H2
Full-year guidance for revenue remained unchanged at £30 billion, alongside EBIT margin of more than 8.5 percent and achieving a positive net cash position
BUSINESS
India's renewable majors could face the chill as Trump reiterates anti-clean energy stance
Currently, several large Indian firms export solar modules to the US, and new protectionist policies could add challenges, also because India imports a significant portion of its solar cells from China.
BUSINESS
Why market experts are most bullish on metals after Trump's win? Here are the key reasons
India’s competitiveness in producing steel and aluminium could make it an attractive alternative for US buyers impacted by tariffs on China
BUSINESS
Experts cautiously optimistic on reversal of FII outflows post Trump victory
Trump’s strong anti-China views coupled with the fact that India provides a high-growth market with strong long-term prospects could lead to a reversal of trend
BUSINESS
'The India-US relationship has deepened but a more protectionist US trade policy would pose challenges,' says Anand Rathi's Sujan Hajra
Industries competing with Chinese exports like Indian engineering, chemicals, textiles, and other sectors may benefit from shifting supply chains and reduced reliance on China, says Hajra.
BUSINESS
Looking to invest in new-age mobility sectors like e-commerce and EVs? HDFC MF fund manager highlights two important factors
Transportation and logistics make up a significant portion of any country’s GDP consumption basket, typically around 18-20 percent, whether it's a developed or emerging market, says Priya Ranjan
BUSINESS
Be it Trump or Harris, short-term volatility likely for Indian markets with limited long-term impact: Experts
While there would be an increase in the quantum of volatility in the near-term, India's position as a strategic partner would protect it from major election-driven changes, say market experts
BUSINESS
Seeing strong growth in order inflow across core and fast-moving segments: ABB India’s Sanjeev Sharma
According to the management, as of now, the company’s backlog is nearly Rs 10,000 crores, with 25 percent in large orders and 75 percent in base orders.
BUSINESS
Power Grid Q2 Preview: Firm likely to see 2% rise in revenue amid slowdown in power demand
Power Grid is expected to see its net profit for the quarter remain flat, gaining around 0.6 percent YoY to Rs 3,749 crore.
BUSINESS
In charts: Investors need to be cautious as slowdown trends emerging across sectors, warns ASK Wealth
'Corporate earnings growth is primarily sustained by margin expansions rather than revenue growth', stated the report, adding that valuations have remained elevated for the market as a whole and permeates across market cap
BUSINESS
Earnings Preview: ABB India likely to report increase in margins on strong execution and order flow
Based on the average of five brokerages, net profit is expected to see a 10 percent YoY increase to Rs 483.3 crore
BUSINESS
Ashwath Damodaran on the 'Sugar Daddy Effect' in Corporate venture capital, Sovereign funds and Green Energy investing
Through his research, Damodaran found that median players in these kinds of funds underperform their conventional peers but he also found that there is a wide divergence in the performance of these “sugar-daddy” funds.
BUSINESS
Tata Power Q2 Preview: Firm likely to post 11% rise in revenue on growth in solar EPC biz
The power company is also estimated to report a EBITDA margin of around 19.2 percent, marginally down from 19.6 percent in the corresponding quarter of the previous fiscal, as per the average of four brokerages.
BUSINESS
MC Market Poll: Most experts advise large caps with better valuations rather than betting on small-caps with quick return potential
The Moneycontrol Market Poll reached out to market participants across categories – broking firms, mutual funds, AIF/PMS players and independent analysts – and received nearly two dozen responses.
