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.
BUSINESS
Sitting on 50% cash positions in some of our hybrid funds as market corrects, says Samco MF CIO Umeshkumar Mehta
Samco recently launched its Multi Cap Fund, which Mehta says is designed to address market volatility with an advanced hedging approach, aimed to deliver superior returns for investors.
BUSINESS
SIP flows breach Rs 24,000 cr-mark for first time in September; here are key highlights from AMFI data
The total active SIP numbers also crossed 9.87 crore in September, up from 9.61 crore in August.
BUSINESS
Why do Indian subsidiaries of MNCs command higher valuations? It's all about the India Story
Many global corporations are expanding their manufacturing operations in India, thus allowing them to tap into the opportunities for manufacturing in India's market but also reduce dependency on other countries like China and Vietnam.
BUSINESS
Rate sensitive stocks rally as repo rate remains unchanged; experts see short-medium term positive for segment
Most experts believe that the market will factor in today's announcement very quickly but the earnings that are coming up and the commentary from the managements will be a more important factor for these stocks.
BUSINESS
Kotak AMC’s Harsha Upadhyaya on market volatility, India-China factor and why MNC could be the next investment theme
Upadhyaya was speaking to Moneycontrol on the sidelines of Kotak AMC launching an MNC Fund. He spoke about FII outflows, valuations and how their investment strategy has changed over the last few months.
BUSINESS
As stocks continue to fall below 52-week high, here is what experts suggest
In the small-cap space, the correction has been across sectors like engineering, IT and textiles while the mid cap space has seen bulk of corrections happening across defence, telecom and banking.
BUSINESS
MC Market Poll: Cash is not king as majority prefer staying invested rather than keeping high cash levels
This poll findings clearly suggest that despite market corrections and global uncertainties, majority of the market players are confident of their current positions
BUSINESS
Amid heightened volatility and uncertainty, mutual funds see surge in Index and ETF filings
The total draft filings, including categories like sectoral and thematic funds, grew by 139 percent, from 38 in 2023 to 91 in 2024.
BUSINESS
Top 10 biggest single-day market falls of CY24: FPIs still a huge factor even as DIIs try to provide counterbalance
While FIIs remain reactive to global risks, experts believes that DII intervention has so far kept the market from going into a freefall mode and that trend would continue.
