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.
BUSINESS
Promoters press the sell button: Nearly 600 firms see drop in promoter stake in Q2, shows data
Analysts said concerns around promoter selling should be focused on specific stocks, rather than the overall trend
BUSINESS
In charts: Less than 50% of equity diversified funds outperformed their benchmarks in September
Over a one-year period, however, 55 percent of the funds outpaced their benchmarks, improving from last year’s 48 percent.
BUSINESS
Are there opportunities in small cap space? Here's what experts like Madhusudan Kela, Pankaj Tibrewal, Anish Tawakley have to say
Despite challenges, experts believe that there are significant opportunities in small caps, urging investors to focus on businesses with long-term growth potential.
BUSINESS
Market experts say India and China have different growth approaches and challenges, express optimism
Despite high valuations, the experts believe India’s future looks promising, though it will require a careful balance between innovation and opportunities
MARKETS
'Be cautious of investing in F&O segment', SEBI's Ashwani Bhatia to new investors
Currently, retail participation in the securities market has seen a significant growth, surging from 4.1 crore demat accounts in 2020 to 17.5 crore as of September 24
BUSINESS
Top 10 Category III AIFs in September: Sundaram Alternate leads with 6.04% return
In September, the top ten Category III Alternative Investment Funds (AIFs) gave returns between 4 percent to 6 percent.
BUSINESS
Small cap valuations too expensive? Not really, suggests this fund manager
It's a great time, according to Vora, to be looking at small caps, given the momentum in both the domestic and global economy as well as the early growth trends
BUSINESS
Top 10 PMS funds in September deliver up to 6% returns, Sundaram Alternate Assets–SISOP leads the list
The top 10 PMS funds' returns for the month were between 4.95 and 6.25 percent.
BUSINESS
Analyst Call Tracker: Brokerages remain upbeat on SBI Life, insurance segment overall
According to Moneycontrol's Analyst Call Tracker, 99 percent of brokerages (33) that track the company have a buy call on the stock, with one hold call.
