BUSINESS
Sanghi Industries settles down, analysts peg falls on minority shareholder concern over Ambuja Cement supply deal
Concern among minority shareholders about the Master Supply and Service Agreement proposed by Ambuja Cements is the main reason for the fall in share prices. They believe Sanghi Industries’ control on profitability will be limited under the agreement.
BUSINESS
Q3 power sector earnings preview: Optimism continues, earnings expected to be mixed
Earlier this month, a Jefferies report said that momentum will likely continue in the power sector if monthly power stays at 7 percent or higher
BUSINESS
IPO rush isn't a bubble, but out of 10 issuances, we may pick 1 or 2: Bandhan AMC’s Manish Gunwani
For sectors like railways and defence, the fiscal deficit poses a risk, potentially slowing down government driven capex from the current growth rate of 25-30 percent to 10-15 percent, says the CIO-Equity at the fund house
BUSINESS
Q3 Preview: EPC firms poised for growth on robust order inflow; road infra faces challenges
Key focus on execution and order inflow for continued segment growth
BUSINESS
King of mid-caps, Kenneth Andrade, is back. His hunting ground: monopolies, cash flows, low valuations
Veteran investor Kenneth Andrade’s Old Bridge Capital has launched its first NFO. He says the investment approach is not to break down the BSE 500 by sectors and align the portfolio to those sectors. Instead, “we identify stocks based on our own criteria,” explains Andrade.
BUSINESS
Markets becoming complacent, need to be mindful; watch elections, monsoon: Baroda BNP Paribas CIO
Baroda BNP-Paribas CIO said they are becoming more mindful of high valuations now after the market rally. While nothing seems like it could go wrong, one needs to be a little more mindful, he said
BUSINESS
Analyst tracker: Brokerages turning bullish on Coal India stock on capex boost, power demand
Analysts continue to see potential for Coal India on the back of growing power demand and the absence of large scale renewable alternatives.
BUSINESS
7 mantras from Pankaj Tibrewal to help you invest in the right stocks in 2024
Tibrewal, who led one of the leading small and midcap funds for over a decade, believes that banking, manufacturing, specialty chemicals, and pharma are likely to be the hunting grounds for the best small and midcap picks in the coming year
BUSINESS
India growth story will extend into 2024: Axis Mutual Fund report
While 2023 turned out to be a standout year for India, and the world took notice of its resilience even in the face of a global slowdown, the country has the right ingredients for further momentum over the medium to long term in 2024.
BUSINESS
Fear index VIX at 9-month high: What does this mean for markets?
Analysts say that this recent surge over the last two days could be due to today’s expiry but say that one needs to keep a watch on how it plays out.
BUSINESS
Investor focus to shift to national elections in 2024 as inflation cools off | Edelweiss MF Interview
The inflation and interest rates will likely cool off next year, and the global growth will mend in 2025. The investor focus will shift from economics to elections across the globe.
BUSINESS
Allcargo goes for another restructuring: Here’s how it’s beneficial for shareholders
Allcargo’s latest round of restructuring could be beneficial for shareholders, but analysts suggest a wait and hold call for the stock
BUSINESS
Suez Canal crisis: Could this impact India's earnings story?
While a prolonged blockage of this vital trade route could impact company earnings, analysts said that it’s too early to gauge the full extent of the potential repercussions.
BUSINESS
If weakness continues, past year's market rally could get negated, says this fund manager
Samco’s chief investment office Umeshkumar Mehta says it’s time to watch sell signals closely
BUSINESS
Nippon India Life MF gains 9% despite huge block deal, keeps analysts bullish
Nippon India stands to gain from a growing AUM and a steady fund performance, analysts say.
BUSINESS
We are most excited about ‘newness theme’ right now: Union Mutual Fund’s Harshad Patwardhan
When things are relatively new, analysts and the market tend to underestimate how big the opportunity could be, and that's where there is a positive surprise element, the CIO says.
BUSINESS
Shipping giants halt Suez Canal routes: Should you buy shipping stocks now?
Since November, around 55 ships have been rerouted from the Cape of Good Hope instead of the Suez Canal route.
BUSINESS
Capex revival presents long-term investment opportunities in Indian equities: Kotak AMC CIO
The anticipated expansion in capex also presents an opportune moment for investors eyeing long-term commitments, Upadhyaya says,
BUSINESS
India an oasis in global desert; large-caps to bridge gap with small-caps in 2024: Nilesh Shah
Nilesh Shah of Kotak AMC also credited the US central bank for maintaining the balance between inflation and growth.
BUSINESS
Eye on elections: Could private capital get front-ended with greater certainty about the government continuing?
While market sentiment is in favor of the results, analysts say that when it comes to changes in capex trends, it is too early to see any major changes.
BUSINESS
GMR Airports Infra is up 15% in five sessions. Can the stock fly higher after GQG's stake buy?
Analysts say that the spotlight on the stock was a long time coming. While opportunities are plenty one must also be wary of the risks, they say.
BUSINESS
HDFC Securities' Parikshit Kandpal on what is driving demand in the real estate sector
Growth in volumes, pan-India presence, and strong consumer sentiment are some of the driving forces in the segment, says Kandpal.
BUSINESS
Sensex and Nifty record biggest weekly gains since July 2022; Here's what market experts had to say
The Sensex closed up 304 points, or 0.44 percent, higher at 69,825.60, and the Nifty was at 68.20 points, or 0.33 percent, at 20,969.40.
BUSINESS
Boom in luxury keeps real estate stocks on top. Can the rally sustain?
According to a December 2023 Motilal Oswal report, with inventory for listed companies below 10 months, launches are expected to double in the second half of FY2024 to 60 million square feet
