BUSINESS
More pain for mid-caps may be in store. Here’s why
Based on global factors, analysts expect some underperformance to be seen in the small- and mid-cap space for some more time.
BUSINESS
Problem of depth: Why fund managers are herding around the top 400 stocks?
Across 425 active funds in the market, about 95 percent of the AUMs are invested in around only 382 stocks
BUSINESS
Q2FY24 earnings: Bandhan Bank sees 3X rise in net profit; but brokerages raise asset quality concerns
GNPA for Q2FY24 grew by 14.8 percent to Rs 7,874 crore for the same period in the last fiscal. Net NPA also grew to Rs 2,366 crore, against Rs 1,679 crore in the previous fiscal.
BUSINESS
Why Samir Arora’s Helios Capital follows an EI, not AI approach to investing
At Helios Capital, they believe in a 1-3-year investment approach and a process of eliminating bad stocks
BUSINESS
Are banks at risk of asset quality deterioration? Here is what UBS says
According to Swiss brokerage UBS Securities, increasing default risks in retail unsecured loans of banks is likely to push up their credit losses by 50-200 bps.
BUSINESS
MC Interview: Canara Robeco’s Shridatta Bhandwaldar lists his top sectoral picks
In financials, opportunities are across the board from a growth perspective, but at some point, in time, over the next two years, risk of aggressive lending may come back to hurt in the form of credit cost, which can impair earnings growth, said Bhandwaldar.
BUSINESS
Passive investing gains momentum, but is this trend here to stay?
During a recent panel discussion, financial leaders shared views on the pros and cons of the shift in investing from active to passive.
BUSINESS
The top 3 concerns of investors: Elections, interest rates, and war
However, none of these are a major long-term worry for seasoned investors as they’re used to markets going up and down.
BUSINESS
‘Technical issues are a gray area; traders have to factor in this risk, regulator’s call final': Sandeep Parekh
The broker can’t end up paying every time there is a problem; the whole system will collapse, says the founder of Finsec Law Advisors and former Sebi executive director
BUSINESS
Six reasons why Quantum’s Chirag Mehta says this is the time to invest in smallcaps
These are innovative firms, with positive cash flows, and a steady business model, that are under-researched and under-owned, thus offering an opportunity for growth, says Mehta. He advises 10-15 percent allocation in smallcap mutual funds.
BUSINESS
Opportunity cost drives every investor's decision making: Canara Robeco's Shridatta Bhandwaldar
The opportunity cost to move out of the US or Europe is high for investors and unless domestic earnings growth keeps surprising, India will have heterogeneous capital flows, says Bhandwaldar
BUSINESS
Religare Broking's Gurpreet Sidana on the evolving market and what’s next for the brokerage
The brokerage is working on regaining its leadership position and listing its broking business, the CEO said.
BUSINESS
Israel-Hamas conflict: Technical analysts on the key levels to watch out for
What will be the key support and resistance levels for Nifty and Bank Nifty today? Here is what technical experts say.
BUSINESS
Analyst Call Tracker | In a sea of ‘buys,’ this brokerage has a ‘sell’ call on NTPC
Contrary to other brokerages, Geojit Financial Services has a ‘sell’ call on NTPC. According to its September 2023 report, coal price volatility and uncertain domestic availability of the fuel could impact profitability of NTPC
BUSINESS
Six reasons why HAL may continue to remain a darling for investors
With the responsibility of modernising India’s air defence, according to a report, HAL has also been scaling up its expenditure on R&D to ensure that the new platforms under development are state-of-the-art and comparable with their global counterparts.
BUSINESS
Shankar Sharma calls out 'Indore-based' company under scrutiny by former auditors
He was alluding to EKI Energy Services that had previously been in the news for queries raised by its former auditors.
BUSINESS
Stock watch: HBL Power nearly triples in 6 months; defence, railway play driving gains
With a strong market presence and focus on R&D and government partnerships, HBL has plenty of growth opportunities, say analysts
BUSINESS
PFC, REC stocks jump upto 7%; capacity expansion, clean energy push in play; will the rally sustain?
Power sector stocks are in high demand due to the growing interest from global investors and the government. However, cautious investors must watch out for high valuations.
BUSINESS
The bulls and bears in Voltamp: Here is how mutual fund holdings stack up currently
Currently, Nippon India Small Cap Fund – Growth, HDFC Small Cap Fund Growth and DSP Small Cap Fund Regular Plan Growth are the largest mutual fund shareholders in the stock
BUSINESS
Bajaj Finance's $1 billion fund raise plan: An opportunity to buy or sell?
Analyst remain bullish as the board meets on October 5 to take a decision on the fundraising plan. The NBFC is likely to take the QIP or/and preferential issue route, with four investment banks shortlisted for the purpose
BUSINESS
Saurabh Mukherjea-owned Marcellus suspends employee for violation of code of conduct
The PMS firm has said that it has appointed one of the "big four" companies to investigate the issue
BUSINESS
Nifty@20k: Experts on the 'unpredictable, euphoric and record-breaking week'
As markets get into unchartered territory, here is a wrap on what experts believe is the way forward.
BUSINESS
Nifty @20k: Markets rejoice but experts say caution is warranted
Almost 52 sessions after crossing the 19,000 mark, the Nifty has finally crossed the elusive 20,000 mark.
MARKETS
DSP Mutual Fund's Sahil Kapoor on why this is the best time to invest in multi-asset funds
During phases when there are no returns, having an investment in a multi asset fund could be the best bet, says Kapoor
