BUSINESS
BoE, ECB's hawkish tone may not halt Sensex, Nifty bull run just yet, but heed to red flags
The Fed policy continues to be the beacon for global markets, and European posturing on rates matters less, relatively, said analysts.
BUSINESS
Increase equity investments; multi-year bull run in making, large caps may shine: Analysts
Foreign institutional investors are now likely to flock to domestic equities and turn active buyers, particularly in frontline stocks, contributing to an anticipated rally in large-caps
BUSINESS
How US Fed's dovish commentary, interest rate status quo impact your money
A rate cut may weaken the dollar, prompting investors to explore alternative assets, including the Indian rupee. Foreign investors may get drawn to Indian equities, potentially leading to increased capital inflows
BUSINESS
Record high real estate inventory an opportunity not a concern, as sales, demand stay robust
The current situation is generally advantageous for developers because consumer enthusiasm is strong and input prices are on the rise, providing a sense of higher value in sales.
BUSINESS
Tata Steel most downgraded stock over last quarter, but analysts spot silver lining
The downgrades can be attributed to the Tata Steel’s challenging financial performance in the second quarter.
BUSINESS
Adani stocks rally continues, surge up to 16% as US agency calls Hindenburg charges irrelevant
Adani Group stocks continue a robust rally, jumping 15% as a US agency dismisses fraud accusations. Investor confidence strengthens amid positive developments for the conglomerate.
BUSINESS
Nifty likely to cross 21,000 by year-end, large-caps poised to gain traction: Rohit Srivastava
India's recent economic performance has been robust, with both GDP and earnings growth making significant strides. This impressive growth has, to some extent, justified the elevated market valuations.
BUSINESS
Bank Nifty stages a blockbuster comeback, hits record high; Andrew Holland bets on these 3 stocks
Within the sector, Andrew Holland prefers private sector lenders more than PSU banks as the management of public sector banks keeps changing every three years. HDFC Bank, ICICI Bank and Axis Bank are his top picks
BUSINESS
Earnings upgrades for beverage industry seen over next 2-3 years: Andrew Holland
Banking and EMS are amond the preferred themes for Andrew Holland of Avendus Capital. Syrma SGS Technology, ICICI Bank and HDFC Bank are some of his top picks.
BUSINESS
Will India face the brunt of China’s rising defaults, as FIIs pull money from emerging markets
If China's economic situation worsens gradually and FIIs’ outflow continues in a calibrated manner, India may benefit marginally, say experts.
BUSINESS
Nifty uptrend will continue, says Siddhartha Khemka. Here are his stock picks
As Nifty soars to a new high, Siddhartha Khemka of MOFSL shares how investors can generate alpha and also talks about the stocks and the sectors that can strengthen their portfolios
BUSINESS
Morgan Stanley, Citi, Goldman Sachs raise FY24 GDP forecasts but risks remain
India reported a better than expected GDP growth at 7.6 percent for the September quarter. Weaker FDI inflows, potential credit softening and normalisation of base effects could soften growth ahead, analysts said
BUSINESS
Nifty reclaims Mount 20k after 47 trading sessions. What's fuelling the rally?
On the higher side, after 20,000, the immediate resistance for the index is seen at 20,100 and 20,150
BUSINESS
Vietnamese EV major Vinfast's share price slumps 90% from highs
The EV maker has ambitious plans to raise captial to fund its global expansion
BUSINESS
PSU insurers on a tear; LIC, General Insurance and New India Assurance gain up to 20%
Shares of PSU insurers LIC, GIC-Re, New India Assurance rallied up to 20 percent. The low public float of these companies is likely one of reasons behind the sharp rise.
BUSINESS
Mid-day Mood: Indices trade in a range; auto, bank stocks find buyers, no takers for pharma, IT
At 11:21 am, the Sensex was up 35.57 points or 0.05 percent at 66,058.81, and the Nifty was up 2.60 points or 0.01 percent at 19,814.40.
BUSINESS
IT pain to continue on weak demand, furloughs; 1 large, 3 midcap stocks may offer returns
Analysts expect demand for new technology such as generative AI, machine learning, Internet of Things, and cloud transformation to remain stable and likely to recover more quickly
BUSINESS
Crude oil falls to 4-month low; weak demand, rising inventories among factor behind the cool off
OPEC has blamed speculators for the recent drop in oil prices, dismissing negative sentiment as exaggerated.
BUSINESS
Short bets in index futures ease but still heavy. Where are Nifty, Bank Nifty headed?
Net data open interest positioning in index futures is suggestive that short bets are still heavy in the system but are beter than what they were at the beginning of the November series, say analyst
BUSINESS
Wipro on ‘sell’ list, least favoured of tier-1 IT stocks on weak outlook, headwinds
Concerns related to macro headwinds are unlikely to abate soon, restricting any material outperformance for Indian IT companies, according to analysts.
BUSINESS
SBI results today: Net interest income may fall due to margin pressure in Q2
The lender’s net profit is expected to rise by 7 percent on-year to Rs 14,221 crore. Sequentially, profit may fall 15 percent on the back of lower treasury gains and an uptick in provisions due to a low base in Q1
BUSINESS
Sectors to watch amid market volatility: Nishit Master of Axis PMS shares top picks
The recent sharp correction in the market after a period of high returns seems a healthy adjustment. Sectors like capital goods, healthcare, auto and hospitality look attractive at these levels, says Master
BUSINESS
Polls and beyond: Tracking the trend in Nifty, Bank Nifty as India gears up to vote
The markets experience heightened volatility as investors, anticipating election outcomes and policy changes, often adopt a cautious, wait-and-see approach, leading to price fluctuations
BUSINESS
Nifty, Sensex show signs of recovery: Correction over, or temporary relief? What’s next for investors?
The current market upswing should be viewed as a temporary respite, said market experts.
