BUSINESS
PSU Banks, IT, realty lead gains as stock market rebounds
The rally, according to experts, was broad-based, with stocks like State Bank of India, TCS, ITC, UltraTech Cement, and Titan Company driving the indices.
BUSINESS
NTPC: What next for the stock with NTPC Green Energy IPO done?
Most analysts Moneycontrol spoke to remain positive on the stock, based on order book and demand in the core business, although some concerns on recent earnings performance remain
BUSINESS
Worried about ongoing corrections through 2025, but bullish on India long-term: CLSA’s Vikash Jain
In the short term, Indian markets could benefit from a seasonal rally. "There could be a reasonable relief. Markets are up 10% and they can easily rally 5-7 percent in the next 6-8 weeks," he said.
BUSINESS
We are cautiously optimistic on IT sector but structural headwinds remain: CLSA's Sumeet Jain
Jain noted that without significant large deals, growth will depend on a revival in discretionary spending, which remains uncertain due to macroeconomic factors like interest rates and inflation.
BUSINESS
Large Cap schemes see flows nearly double in October: What’s driving the money
Looking ahead, experts anticipate continued volatility in the equity market, influenced by global factors such as trade policies and geopolitical developments.
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.
