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.
BUSINESS
Falling energy costs, rising demand augur well for aluminium companies
Analysts say the 12-month outlook for the segment appears positive; Hindalco, Nalco to benefit
BUSINESS
Infra tendering at record levels; awarding and execution for highways continue to remain slow: Report
Major recipients for these tenders are L&T (Rs 3.03 crore), BHEL (Rs 1.94 crore), and Polaris Smart Metering (Rs 0.52 crore), says the report.
BUSINESS
Here is why Canara Robeco’s Shridatta Bhandwaldar sees opportunities in manufacturing
For the last 60 years, manufacturing as a percentage of GDP has been between 14 and 18 percent, but that is now changing, says Canara Robeco’s Bhandwaldar
BUSINESS
Markets set to grow further in 2024, global risks not a big worry for India: BNP Paribas Securities
Nifty has a high single-digit upside potential in 2024, on top of the 20 percent rally seen last year. Global risks such as demand slowdown fears and inflation are not seen weakening Indian markets.
BUSINESS
5 reasons why foreign investors cannot ignore India investment opportunity: Quantum AMC explains
While there were some outflows recently, going forward, Quantum's Chirag Mehta thinks that flows will increase significantly in India from here on.
BUSINESS
Markets avert US inflation fallout, but domestic concerns, weak Q3 results weigh
Equity analysts shared a concern over weak Q3 results, challenges in topline growth across sectors, and a prevalence of more earnings misses than hits, leading to profit booking.
BUSINESS
Railway PSU stocks in free fall; IRCTC, RVNL down up to 30% from this year's highs
The fall in railway stocks is because of execution not keeping pace with growth expectations and fears of a slowdown in order inflows ahead of the Lok Sabha elections, analysts said
BUSINESS
Analyst Call Tracker: Why some analysts are sceptical about Power Grid despite the stock rally
In spite of a growth in earnings and a rally in the stock price, some brokerages feel the stock is at risk of increased competition in tariff-based competitive bidding, besides growth challenges.
BUSINESS
Cooked books? Prem Watsa’s Fairfax Financial under the scanner as activist investment firm Muddy Waters flags accounting practices
Fairfax has holdings in prominent Indian companies including Quess Corp, BIAL, and Thomas Cook India.
BUSINESS
Six reasons to bet on India’s conventional and new energy firms, according to SBI MF
Energy stocks across the segment continue to rally and are valued at a reasonable price, say experts.
BUSINESS
Power Grid Q3 preview: High costs to hit net profit, capacity pangs to cap revenue growth
Analysts anticipate a muted quarter for Power Grid despite optimism in the power segment. Capacity woes, high costs may mean a missed market for the PSU.
BUSINESS
Railways, defence segments relevance will continue; investors must be watchful of valuations: DSP MF’s Vinit Sambre
If a segment is baking in a very high growth and which then becomes a bit ambitious in terms of achievement then I'll have to calibrate my weights accordingly, says the Head of Equities at the fund house.
BUSINESS
Q3 Earnings Preview: L&T to gain on healthy order inflow and growth in Middle East business
According to estimates, net profit is expected to jump over 30 percent on-year basis to Rs 3324.3 crore. Revenue is expected to grow 20 percent YoY.
BUSINESS
Budget 2024: Renewable energy could add momentum to power stocks
Analysts expect higher capital expenditure for renewable energy, incentives for green initiatives, and production-linked incentives for solar module manufacturing.
BUSINESS
Budget 2024: Defence stock valuations are stretched but may rally if budget allocation is stepped up
While most analysts believe that the interim budget is a non-event with major changes expected only after the elections, the overall expectation for the defence sector remains positive.
