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.
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.
