BUSINESS
Five things equity investors should look out for in the RBI Monetary Policy today
MPC will be keenly watched, although experts do not expect any change in rates or the monetary policy stance
BUSINESS
In Charts: Four reasons why Jefferies is bullish on the defence sector
Stocks of most large defence players have seen rapid gains over last five years. For example, HAL has gained over 9x, BEL has gained around 6x and Data Patterns has gained nearly 3x (over the last three years; listed in 2021).
BUSINESS
3 reasons why FIIs will continue to buy Indian equities in FY25 after pumping $25 billion last fiscal
Experts also believe that the upcoming elections would be a key trigger for a greater uptick in FII flows
BUSINESS
Consumer staples to recover gradually from H2, aided by likely normal monsoon: Nuvama
The Lok Sabha elections may create a temporary surge in demand, with incremental sales of 6-8 percent in Q1FY25 for small packs of snacks and biscuits, Nuvama has said
BUSINESS
Why Goldman Sachs is bearish on EVs yet bullish on hybrids
In the midst of the slowdown in EVs, the brokerage sees an increase in sales and demand for Hybrid Electric Vehicles (HEVs) and Plug-in Hybrid Electric Vehicles (PHEV)
BUSINESS
Markets in resting phase, be watchful of correction in momentum stocks: Samco's Umeshkumar Mehta
In a conversation with Moneycontrol, Mehta spoke about where he sees momentum stocks in the current market and where he finds pockets of opportunity in the small- and mid-cap space
BUSINESS
Wealth advisors cut small-cap allocation; say nothing to worry, partial profit booking at play
Moneycontrol has learnt that several wealth managers have gone underweight on small cap funds, even as they maintain that there’s no concern.
BUSINESS
Power Stocks: Momentum takes a hit but fundamental outlook on sector positive
In a recent report, analysts at Jefferies said opportunities in the power segment could come through increased capex and higher merchant prices for power due to the onset of summer. Over the past three months, the BSE utilities index has gained around 8 percent
BUSINESS
Not the time to chase alpha, but be closer to beta: Kotak’s Lakshmi Iyer cautions smallcap investors
In a conversation with Moneycontrol, Lakshmi Iyer cautioned investors to not try to outsmart markets with a large allocation to smallcaps as the segment looked stretched
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.
