BUSINESS
Abakkus takes a bite of LT Foods. What is the investment case?
LT Foods, which sells under the brand name Daawat, has a significant presence in the US, with around 50 percent market share in the basmati rice segment
BUSINESS
US Fed keeps rates on hold but guides for 3 cuts. 5 takeaways from Powell's speech
The Fed keep its interest rates unchanged at 5.25 percent to 5.5 percent, in line with market expectations, even as it held onto their outlook for three cuts in 2024
BUSINESS
Does Tata Sons' sale of TCS shares signal stress in IT sector?
Tata Sons, the holding company of Tata Group, sold around 2.02 crore shares in Tata Consultancy Services in a block deal worth Rs 9,000 crore. The average share price for the sale was Rs 4,043 per share
BUSINESS
Small, midcaps to outperform largecaps this year as economy pivots to manufacturing: Emkay
Emkay Global’s Seshadri Sen tells Moneycontrol why he is bullish on the e-commerce space, optimistic on Indian markets and why the larger financial institutions have potential to overcome the regulatory crackdown
BUSINESS
Froth will be unwound this year; difficult to think there won't be accidents along the way: Ruchit Mehta, SBI Mutual Fund
Mehta, the fund's research head, and Pradeep Kesavan, its equity strategist, laid out what they expect this year, touched upon the regulatory focus on the small-cap space and outlined their approach to the financial segment.
BUSINESS
Some pre-emptive action by regulator is good: UTI Mutual Fund’s Ajay Tyagi
The SEBI directive on small and mid-cap stocks will act as a pre-emptive move to protect the market in the future, says Ajay Tyagi, Head of Equities, UTI Mutual Fund
BUSINESS
MF Stress Test: Here is how stress is calculated and the logic behind it
The purpose of the stress test is to ascertain how soon fund managers can liquidate their portfolios, if investors were to rush for redemptions following under adverse market conditions.
BUSINESS
ITC's market capitalisation catching up with British American Tobacco
As of March 13, ITC Ltd market capitalisation at $64 billion is just short of British American Tobacco’s $68 billion.
BUSINESS
Is this the right time to invest in green hydrogen stocks?
In the interim Budget 2024, the government allocated Rs 600 crore to the National Green Hydrogen Mission, more than double the last year's Rs 297 crore.
BUSINESS
Large distributors set to poach clients following change in mutual fund commission guidelines
Moneycontrol has learnt that some larger broking firms have been reaching out to potential customers suggesting they move their fund portfolio. This could be a challenge, especially for smaller distributors.
BUSINESS
RBI curbs on JM Financial may dry up IPO funding, tame subscriptions
Experts say that leveraged IPO funding could get impacted after the Reserve Bank of India (RBI) barred JM Financial from giving loans against shares and debentures.
BUSINESS
Will Sebi advisory on small- and mid-cap funds cause forced selling?
In 2023, mid cap funds saw inflows worth Rs 22,913 crore and small cap schemes saw inflows of Rs 41,035 crore. On the other hand, large cap schemes saw outflows of Rs 2,968 crore.
BUSINESS
Market may be range bound this year; luxury consumption segments upbeat : Kotak's Pratik Gupta
"Conversely, the downside is protected by India’s strong medium term growth prospects which should keep valuations elevated, and a likely lower interest rate environment in H2FY2025," he added in a note.
BUSINESS
Foreign investors interested in India, but fussy about valuations: Kotak Institutional’s Pratik Gupta
One of the reasons for the renewed interest has been India's inclusion in the MSCI Index, along with the challenges being faced by China.
BUSINESS
PMS AIF Summit: ICICI prudential AMC's Anand Shah on difference between risk and volatility
Between volatility and risk, Shah says that as an investor, one needs to be more worried about risk as one cannot avoid or prevent volatility but can work on mitigating risk.
BUSINESS
Think of long term investing as a series of short terms: Union AMC's Harshad Patwardhan
'There are alpha opportunities available to be exploited no matter what the market is doing,' says Patwardhan
BUSINESS
Should you buy Nvidia share at this price? 4 reasons why it’s not too late to invest in the AI chipmaker
Analysts continue to remain positive on Nvidia stock. Prior to the earnings, five large brokerages raised their target price on the company's shares.
BUSINESS
Nvidia’s achilles heel: China is the only speed breaker in AI chipmaker’s rapid growth
The Chinese market saw a decline in contribution to data centre revenue due to the U.S. government export control regulations imposed in October 2023.
BUSINESS
Explained | What drove Nvidia’s march to $2 trillion m-cap, and what’s next for this AI play?
Another quarter of bumper results catapulted this fourth-most valuable company in the world to the $2 tn market cap milestone. Going forward, demand for its newest products is expected to far outstrip supply, ensuring 3-5 years of "extreme" numbers.
BUSINESS
PMS AIF WORLD's summit: Be prepared for both cyclical and structural opportunities, say fund managers
As an approach to market,experts suggest neither apro-cyclical or pro-secular approach and would rather, mix and match as per market conditions.
BUSINESS
India poised to get 20% of incremental global growth; need to scale up agri, infra, clean energy: KKR report
In the report "Thoughts from the road", KKR's Henry H. McVey flagged possibilities of India’s superior economic growth, greater capital appreciation of the public markets than peers, and value creation across private investments
BUSINESS
KKR report lauds Modi regime for initiatives to propel India's economic growth
Over the decade, McVey says that government has made efforts in tackling these challenges. One of these measures was the introduction of value added-tax : GST (Goods and Services Tax).
BUSINESS
Mid-day Mood: Benchmark indices pare gains after Nifty hits record high; Sensex up 100 points
Analysts expect the sentiment in the market to continue to remain positive on the back of rate cut predictions by Fed Vice Chair Jefferson, Nvidia's stock surge, and India's projected FY25 GDP growth of 6.5 percent.
BUSINESS
In charts: What is driving power sector growth and investor optimism in India
According to a latest JM Financial report, demand for power is growing at an unprecedented level along with improved cash flows and a push for renewables by both government and private players.
