BUSINESS
Siemens AG expands footprint in India; analysts downplay concerns for shareholders
Analysts say that the inter-se transfer is a strategic move by the company, and the current sale value should not be looked at negatively.
BUSINESS
Five reasons why you can bet on Indian manufacturing
India’s rapid growth path and the government push has given manufacturing a boost. As a result, the manufacturing segment provides investors with multiple diversified opportunities, say experts.
BUSINESS
Won't be surprised if market sees a pre-election rally: Yes Securities' Amar Ambani
Capital goods are the only segment where ordering slows down closer to elections but still, they have seen order inflows in the first two quarters and the visibility of their execution is still high, says Ambani.
BUSINESS
Nifty @20k: Midcap space exciting, see opportunities in real estate, telecom space: Yes Securities’ Amar Ambani
There is liquidity, both global and local, and the midcap, smallcap space will continue to be robust at least for the next three years at least, says Ambani. Consolidation in the real-estate segment could make it attractive in the coming days, he says.
BUSINESS
Somasekhar Sundaresan: Legal expert who understands ‘mind of the regulator’ and has a sense of humour
The former journalist's appointment as a judge of the Bombay High Court has been welcomed, but has its share of controversies.
BUSINESS
Sell right, churn often, focus on digital to find alpha: Raamdeo Agrawal and Co’s mantra
For India, the opportunities for growth are immense, with new industries across the spectrum, says the Motilal Oswal chairman and his team
BUSINESS
Right time to invest in fixed income for stability, says LIC Mutual Fund's Marzban Irani
LIC Mutual Fund CIO (Fixed Income) Marzban Irani feels this is the best time to invest in debt as yields have peaked at 7-7.5 percent, and that a tenor of three to five years is the sweet spot
BUSINESS
We will not bring regulations not backed by data, says SEBI chief Madhabi Puri Buch
Buch highlighted the various reforms that SEBI has introduced as a part of its commitment to the market
BUSINESS
M&M Q2 preview: Revenue, profit to jump on robust auto sales, tractors a drag
According to the average of estimates of five brokerages, the company's net profit is expected to jump over 37 percent on-year to Rs 2,844 crore and revenue 20 percent to Rs 24,423 crore
BUSINESS
L&T stock on analysts’ buy list despite falling price; order book, India capex to help
The latest quarterly earnings numbers have added to analysts’ confidence in the stock, despite some expected challenges in the near term
BUSINESS
Delhivery Q2 preview: Revenue growth, margin expansion likely, profitability some way off
Analysts expect the company to do well going forward, but say a lot will depend upon volumes and realisations, revenues from new customers and capex requirements.
BUSINESS
'Volatility isn’t hostile, it is beneficial for investors,' says InCred Asset Management’s Mrinal Singh
Markets do respond in the near term to fears, but the most seasoned investors will continue to focus on profitability or earnings even during this time, Singh says.
BUSINESS
Creator Economy Summit: Financial content is good for market; it should be regulated but not banned, say experts
The regulation of financial advice from influencers has been a hot topic of discussion over the last few months with many influencers coming under the scanner for promising assured returns
BUSINESS
Should you ride the fall or wait and watch? Here is what experts have to say
As geopolitical risks remain, and could even worsen, most markets experts believe wait-and-watch is the right way forward
BUSINESS
As investors turn risk-shy, foreign institutions continue to exit financials, industrials
FII outflow from financial stocks was Rs 3,549 crore during September 15 to 30 and Rs 1,231 crore during October 1 to 15. As of June, FII ownership in Industrial stood at 8.2 percent, about 1.8 percent higher than industrials weightage in MSCI India
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
