BUSINESS
What next for momentum stocks after reduced majority for NDA coalition
The India Election Index, which tracks stocks whose fortunes are closely tied to the NDA coalition returning with a strong mandate, tumbled nearly 13 percent on June 4, compared to a 6 percent drop in the Nifty
BUSINESS
Expectations vs Exit polls: Brokerages' best case to play out as exit polls predict big victory for the BJP
Most brokerages over the last one month have been estimating a continuity of government with a 300 plus estimate for the ruling BJP.
BUSINESS
Shift towards largecaps may indicate slowdown in small & midcaps: Paras Matalia, Samco MF
According to Matalia, FMCG, defence, and manufacturing sectors have performed well, driven partly by government policies and investment. However, private capital expenditure remains a concern.
BUSINESS
Smart meter play triggers smart rally in select power stocks
While the growth potential of the smart meter segment is significant, some market experts feel that other programmes like renewables and grid automation offer better opportunities.
BUSINESS
The cost-benefit analysis does not enthuse us to hedge: Ashish Gupta of Axis Mutual Fund
The CIO says he doesn't want to position for an outcome but prefers a longer-term outlook, adding that the fund's forte is spotting business opportunities and trading based on business cycles.
BUSINESS
These Indian semiconductor firms are having a splendid rally on the bourses
Companies like HCLTech, Tata Elxsi, Moschip Technologies, ASM Technologies, SPEL Semiconductor, RIR Power Electronics, and CG Power have some amount of exposure in the domestic semiconductor space, which, as per studies, is estimated to grow at 19 percent CAGR
BUSINESS
Power play: Are global stocks a better bet for Indian investors?
A recent report by the International Energy Agency projects global electricity demand to grow by an average of 3.4 percent annually through 2026 on an improving economic outlook, which is expected to boost electricity demand in both advanced and emerging economies.
BUSINESS
Large-cap funds continue to outperform benchmarks
According to data compiled by Moneycontrol, as of May 16, over a period of 1, 3, 5, and 10 years, most large-cap funds have beaten the benchmarks, the Nifty 100 TRI and the S&P BSE 100.
BUSINESS
Some Indian MFs set to gain as Nvidia crosses $1,000-mark on yet another strong quarter
For the first quarter ending April 2024, Nvidia reported a revenue of $26 billion, up 18 percent from the previous quarter and around 262 percent from a year-ago period
BUSINESS
Rs 30 trillion opportunity; Rs 1 trillion profit pool. Can this create value? Tanmaya Desai of SBI MF takes on hard questions
While the emergence of electric vehicles is an opportunity in terms of the potential to replace existing vehicles, this will come at a colossal economic cost as the existing IC investments will be written-off even as new investments are made in the EV technology.
BUSINESS
NTPC Q4 Preview: Revenue, net profit to grow on increased capacity, power demand
Analysts continue to remain positive on the stock and opportunities for growth on the back of growing demand in both the thermal and renewable segments.
BUSINESS
Is this right time to invest in specialty chemical stocks? Here's what experts say
According to analysts at UBS, PI Industries stands out with strong growth prospects, a solid management track record, while Navin Fluorine is poised for growth, leveraging opportunities in agrochemicals
BUSINESS
Near-term outlook remains optimistic despite record FPI outflows
While the immediate environment is volatile, market experts believe that the long-term outlook for Indian equities remains robust
BUSINESS
Power Grid Q4 Preview: Revenue, profit may fall; transmission opportunity keeps brokerages hopeful
Many brokerages are optimistic about Power Grid due to transmission opportunities, though Nuvama highlights risks such as a slower order book and increased competition from competitive bidding.
BUSINESS
Why SBI MF is betting big on the automotive segment
Currently, Indian is the fourth largest automative industry in the world with its auto component segment set to become the largest by 2025.
BUSINESS
Siemens demerger could create more room for value unlocking despite high valuation
Siemens strategic shift with demerger of the energy business into a new entity aims to create two robust, independent listed entities with more focused business strategies.
BUSINESS
Around one-fourth of all BSE trades are now through mobile
Market participants attribute the surge to a combination of factors including simplification, and innovation in the trading apps that have in turn enhanced the level of ease of trading through these apps.
BUSINESS
Shree Cement Preview: Q4 volumes to rise on new capacity; realisation to drop on price decline
The commissioning of new manufacturing capacity has enabled Shree Cement to boost its production volumes, which analysts from Axis Securities estimate will rise by 5-7 percent year-over-year. This increase in volume is a primary contributor to the revenue growth.
BUSINESS
Analyst Call Tracker: What drove the biggest downgrades and upgrades this year
UPL, Tata Motors, Nestle India Grasim Industries and Sun Pharmaceutical Industries with most downgrades, according to Moneycontrol's Analyst Tracker.
BUSINESS
What the AMFI nos. mean for equity markets: 5 key takeaways
Small and midcap funds saw healthy inflows after registering outflows in March 2024, as per AMFI data.
BUSINESS
Is this right time to invest in gold? Here's what fund managers have to say
Gold funds witnessed outflows in the month of April but fund managers are unanimous in their views that the yellow metal will continue to shine and offer a safe hedge, especially during periods of market volatility.
BUSINESS
What portfolios of gilt funds tell us about direction of interest rates
Since December, most long-term gilt funds that predominantly invest in government securities have extended their average maturity over the last few months
BUSINESS
ABB India Q4 preview: Revenue to grow on growth in motion and electrification business
In their Q4 earnings preview report, analysts at Anand Rathi estimated that on an aggregate basis, revenue would expand annually and quarterly on better execution given the order book strength.
BUSINESS
Power not just a domestic theme; data centres, AI to drive next wave of growth
While the power demand in India will grow along with the economic activity, this demand would not be limited to India. With the growth of power guzzling data centers and AI, the demand for power will be boosted on a global level.
