BUSINESS
If weakness continues, past year's market rally could get negated, says this fund manager
Samco’s chief investment office Umeshkumar Mehta says it’s time to watch sell signals closely
BUSINESS
Nippon India Life MF gains 9% despite huge block deal, keeps analysts bullish
Nippon India stands to gain from a growing AUM and a steady fund performance, analysts say.
BUSINESS
We are most excited about ‘newness theme’ right now: Union Mutual Fund’s Harshad Patwardhan
When things are relatively new, analysts and the market tend to underestimate how big the opportunity could be, and that's where there is a positive surprise element, the CIO says.
BUSINESS
Shipping giants halt Suez Canal routes: Should you buy shipping stocks now?
Since November, around 55 ships have been rerouted from the Cape of Good Hope instead of the Suez Canal route.
BUSINESS
Capex revival presents long-term investment opportunities in Indian equities: Kotak AMC CIO
The anticipated expansion in capex also presents an opportune moment for investors eyeing long-term commitments, Upadhyaya says,
BUSINESS
India an oasis in global desert; large-caps to bridge gap with small-caps in 2024: Nilesh Shah
Nilesh Shah of Kotak AMC also credited the US central bank for maintaining the balance between inflation and growth.
BUSINESS
Eye on elections: Could private capital get front-ended with greater certainty about the government continuing?
While market sentiment is in favor of the results, analysts say that when it comes to changes in capex trends, it is too early to see any major changes.
BUSINESS
GMR Airports Infra is up 15% in five sessions. Can the stock fly higher after GQG's stake buy?
Analysts say that the spotlight on the stock was a long time coming. While opportunities are plenty one must also be wary of the risks, they say.
BUSINESS
HDFC Securities' Parikshit Kandpal on what is driving demand in the real estate sector
Growth in volumes, pan-India presence, and strong consumer sentiment are some of the driving forces in the segment, says Kandpal.
BUSINESS
Sensex and Nifty record biggest weekly gains since July 2022; Here's what market experts had to say
The Sensex closed up 304 points, or 0.44 percent, higher at 69,825.60, and the Nifty was at 68.20 points, or 0.33 percent, at 20,969.40.
BUSINESS
Boom in luxury keeps real estate stocks on top. Can the rally sustain?
According to a December 2023 Motilal Oswal report, with inventory for listed companies below 10 months, launches are expected to double in the second half of FY2024 to 60 million square feet
BUSINESS
Siemens AG expands footprint in India; analysts downplay concerns for shareholders
Analysts say that the inter-se transfer is a strategic move by the company, and the current sale value should not be looked at negatively.
BUSINESS
Five reasons why you can bet on Indian manufacturing
India’s rapid growth path and the government push has given manufacturing a boost. As a result, the manufacturing segment provides investors with multiple diversified opportunities, say experts.
BUSINESS
Won't be surprised if market sees a pre-election rally: Yes Securities' Amar Ambani
Capital goods are the only segment where ordering slows down closer to elections but still, they have seen order inflows in the first two quarters and the visibility of their execution is still high, says Ambani.
BUSINESS
Nifty @20k: Midcap space exciting, see opportunities in real estate, telecom space: Yes Securities’ Amar Ambani
There is liquidity, both global and local, and the midcap, smallcap space will continue to be robust at least for the next three years at least, says Ambani. Consolidation in the real-estate segment could make it attractive in the coming days, he says.
BUSINESS
Somasekhar Sundaresan: Legal expert who understands ‘mind of the regulator’ and has a sense of humour
The former journalist's appointment as a judge of the Bombay High Court has been welcomed, but has its share of controversies.
BUSINESS
Sell right, churn often, focus on digital to find alpha: Raamdeo Agrawal and Co’s mantra
For India, the opportunities for growth are immense, with new industries across the spectrum, says the Motilal Oswal chairman and his team
BUSINESS
Right time to invest in fixed income for stability, says LIC Mutual Fund's Marzban Irani
LIC Mutual Fund CIO (Fixed Income) Marzban Irani feels this is the best time to invest in debt as yields have peaked at 7-7.5 percent, and that a tenor of three to five years is the sweet spot
BUSINESS
We will not bring regulations not backed by data, says SEBI chief Madhabi Puri Buch
Buch highlighted the various reforms that SEBI has introduced as a part of its commitment to the market
BUSINESS
M&M Q2 preview: Revenue, profit to jump on robust auto sales, tractors a drag
According to the average of estimates of five brokerages, the company's net profit is expected to jump over 37 percent on-year to Rs 2,844 crore and revenue 20 percent to Rs 24,423 crore
BUSINESS
L&T stock on analysts’ buy list despite falling price; order book, India capex to help
The latest quarterly earnings numbers have added to analysts’ confidence in the stock, despite some expected challenges in the near term
BUSINESS
Delhivery Q2 preview: Revenue growth, margin expansion likely, profitability some way off
Analysts expect the company to do well going forward, but say a lot will depend upon volumes and realisations, revenues from new customers and capex requirements.
BUSINESS
'Volatility isn’t hostile, it is beneficial for investors,' says InCred Asset Management’s Mrinal Singh
Markets do respond in the near term to fears, but the most seasoned investors will continue to focus on profitability or earnings even during this time, Singh says.
BUSINESS
Creator Economy Summit: Financial content is good for market; it should be regulated but not banned, say experts
The regulation of financial advice from influencers has been a hot topic of discussion over the last few months with many influencers coming under the scanner for promising assured returns
