BUSINESS
Number of stocks hitting 52-week lows outnumber stocks at 52-week highs even as markets rebound
While on May 5, market breadth climbed to its highest since April 21, the rally remains narrow, revealing a selective bias favouring fundamentally strong and liquid companies.
BUSINESS
L&T Q4 preview: Revenue, net profit may rise on strong order inflow
Net profit is expected to increase around 10 percent YoY from Rs 4,396 crore. Earnings before Interest, Taxes, Depreciation and Amortisation (EBITDA) margin is expected to increase to around 10.9 percent from 10.8 percent in Q4FY25.
BUSINESS
After heavy sell-off, FIIs make a comeback with back-to-back monthly inflows
In April (as of April 29), FIIs invested Rs 10,558.97 crore, following Rs 1,717.78 crore in March. This marks the second consecutive month in which FIIs have been net buyers.
BUSINESS
Volatility a tough nut to crack for fund managers? Mere 31% active funds outperform benchmarks in 6-month period
Over the last six months, the Nifty 50 has delivered negative returns of around 6 percent. Similarly, the Nifty Midcap and Smallcap indices have declined by around 12 and 16 percent, respectively. On the other hand, the Bank Nifty has gained nearly 1 percent.
BUSINESS
Ultratech Cement eyeing Rs 10,000 crore in capex for FY26: CFO Atul Daga
As of March 2025, UltraTech’s total installed capacity reached 184 million tons. "Our ongoing expansion program will take us from the current capacity of 184 million tonnes (including India Cements and Kesoram capacities) to around 212 million tons by FY2027," CFO Atul Daga said.
BUSINESS
Amidst Q4 volatility, retail investors reduce exposure in SMID stocks
Retail shareholders pared their exposure to smallcaps and midcaps during the three months ended March amid the market downturn.
BUSINESS
UltraTech Cement Q4 preview: Net profit, revenue to see higher growth on rising demand, increasing volumes
Among the brokerages, Motilal Oswal is the most optimistic, projecting net profit to rise to Rs 2,445 crore from Rs 2,315 crore in Q3FY24. Nuvama is the most cautious, expecting profit to fall to around Rs 2,084 crore.
BUSINESS
HDFC Securities shares 25-stock model portfolio for long term, says FPI selling near its end
The ‘model portfolio’ has allocated around 20 percent to consumer businesses, about 16 percent to BFSI, and the rest is spread across infrastructure, manufacturing, digital, and renewable energy.
BUSINESS
Chinese stocks top Indian MFs' overseas buying list in March
Data from Primemfdatabase.com shows that shares of Chinese firms like SenseTime Group Inc., Industrial & Commercial Bank of China, China Construction Bank Corp., and Bank of China saw the maximum buying among all overseas purchases by mutual funds in March.
BUSINESS
IPO-bound Ather Energy is 'capex light' to retain 'agility', says co-founder Tarun Mehta
Co-founder of Ather Energy, Tarun Mehta has said that the company is not looking at large capex decisions, since it has been very focused on capital efficiency.
BUSINESS
Asia chasing Asia: Japan, Korea lead the way in Nifty-tracking passive funds
With eleven new funds launched in FY25 alone, the growth of passive funds tracking Indian indices was around 83 percent on-year, with a more than five-fold growth compared to FY23.
BUSINESS
Gold is great for diversification — that could mean selling gold for most investors
Experts say gold lends stability to portfolios, but many Indians may already be overexposed to the metal and need to rebalance.
BUSINESS
Gold prices hit an all-time high: Here are the key reasons driving the surge
As a result of the rising prices, gold ETFs are gaining traction amongst investors with UBS projecting that inflows will reach 450 metric tons in 2025 driven by institutional and retail investors alike seeking exposure to an alternative and more stable asset.
BUSINESS
Actively reviewing clause that restricts AMCs from entering unrelated biz: SEBIs Manoj Kumar
The SEBI official said it is working on clause 24(B) that puts restrictions on business activities of an asset management company
BUSINESS
Here is what MFs bought and sold in March; Jio Financial, Zomato, Hindalco, Kotak Bank in focus
Mutual funds were mostly overweight on banks followed by auto, capital goods, utilities, telecom, healthcare, PSU Banks and Insurance.
BUSINESS
Why diversification is the best strategy for now and how to spread your portfolio
Vaibhav Shah, Head - Products, Business Strategy & International Business, Mirae Asset Investment Managers (India) speaks about the fund house's outbound fund from GIFT City.
BUSINESS
Equity inflows dip to 11-month low; SIP stoppage ratio hits record 127%
Monthly SIP inflows reached a record Rs 25,926 crore in March, up 34.53 percent YoY, pushing total SIP assets to Rs 13.35 lakh crore, or 20.3 percent of total industry AUM.
BUSINESS
Why 'safe' consumer stocks may disappoint – and where real value is emerging now
After a multi-year equity rally, Indian markets are entering a phase marked by an earnings slowdown and elevated valuations. The broader market is no longer cheap, Kapoor notes, with value now becoming scarce and largely concentrated in a handful of sectors—private sector banks chief among them.
BUSINESS
Given the increased uncertainty, we are not looking to make aggressive deployment decisions: Axis AMC’s Ashish Gupta
Since June last year, we have become cautious on the market because we were not finding attractive risk-rewards in terms of investment opportunity, and that has led to higher cash levels, says Gupta.
BUSINESS
MC Markets Poll: Experts divided on market bottom, cautious over Trump tariff threat
Most experts polled believe that markets may be closer to a bottom, but clarity is yet to emerge with respect to the global impact of tariffs, but they remain largely sanguine about India-specific factors.
BUSINESS
Markets in unprecedented territory, too early to make calls, say fund managers
While India has outperformed many global peers, fund managers are keeping a close eye on how the situation evolves in what many are calling an “unprecedented” global environment.
BUSINESS
US-focused funds: 13 funds with Rs 50,000-crore corpus see the steepest cuts; experts suggest staying put till dust settles
While it is difficult to say that US stocks are currently a good bet, experts are taking cautious, stock-specific calls.
BUSINESS
NFO mobilisation falls 63% MoM in February to a 21-month low amid muted investor sentiment
The highest-grossing months were July 2024, which saw Rs 16,565 crore raised from 15 NFOs, and June 2024, which generated Rs 15,227 crore from 17 NFOs. In contrast, April 2024 recorded the lowest fund mobilisation of the year, with only Rs 1,532 crore raised from nine NFOs.
BUSINESS
Trump tariff: Fund managers in wait and watch mode; over 300 schemes own Tata Motors shares
Fund managers that Moneycontrol spoke to see minimal impact from the tariffs on grounds that most automakers have minimal global exposure, except for Tata Motors, which has around 30 percent export exposure.
