BUSINESS
RBI's rate cut dilemma: Keep pace with Fed's 50 bps slash or take slow path to easing?
As the US Federal Reserve implements a significant 50 bps rate cut, all eyes are on the RBI, with analysts split on whether the RBI will follow suit in October or delay until December amid ongoing food inflation concerns.
BUSINESS
Short Call | About bottomlines and trendlines: Mutual Funds dump titans, chase the new cool! StoveKraft, Macrotech in focus
The whole institutional structure of the marketplace rests on the assumption that the other side of the trade will always be there; without that assumption, even the gutsiest of market-makers would refuse to stay in business - Peter Bernstein
BUSINESS
Analyst Call Tracker Aug 2024: Why downgrades have piled up for Tata Steel, Titan, Tata Motors over the past year
Three major Tata Group stocks—Tata Steel, Titan, and Tata Motors—have faced significant downgrades over the past year as analysts cite margin pressure, rising debt, and muted demand.
BUSINESS
Short Call | Buffett alarm, Nifty charm: Is the DII camel about to buck? Vodafone, Godfrey Phillips in focus
Once a boom is well started, it cannot be arrested. It can only be collapsed - John Kenneth Galbraith
BUSINESS
Coal India gets mixed ratings after output dips 12%; PSU stock rises 94% in a year
Coal India sees mixed analyst ratings as its output drops 12 percent YoY due to erratic monsoon rains. Motilal Oswal and JM Financial reiterated their buy ratings, while Nuvama maintained sell on rise.
BUSINESS
This Jhunjhunwala stock soared 14% to fresh record high on heavy volumes
Geojit Financial is engaged in the business of retail and institutional broking and distribution of financial products
BUSINESS
Short Call | IPO obsession: Valuable insight or Overblown gamble? RailTel, Gulf Oil, Globus Spirits in focus
The propensity to gamble is always increased by a large prize versus a small entry fee, no matter how poor the true odds may be - Warren Buffett
BUSINESS
Cement stocks in focus after Macquarie highlights price pressures, sluggish demand
Macquarie's cautious outlook on cement stocks reflects ongoing demand challenges and price pressures, with mixed ratings across key players as the sector faces near-term risks.
BUSINESS
Cabinet greenlights 12 industrial smart cities; which stocks should you keep on radar?
Cabinet's nod for development of 12 industrial smart cities across 10 states is expected to boost industrial stocks, particularly in the metals, cement, and construction sectors
BUSINESS
UBS initiates 'buy' on PFC, REC stocks, forecasts robust returns and loan growth
UBS has initiated 'buy' calls on PFC and REC, citing strong growth prospects driven by renewables and infrastructure investments, with target prices set at Rs 670 and Rs 720, respectively.
BUSINESS
LTIMindtree stock jumps 6% following Kotak upgrade, GST relief
Kotak has raised its rating to 'Add' from 'Reduce' and increased the target price to Rs 6,200.
BUSINESS
Jio, retail IPOs to new energy updates: 5 key things to watch out for at RIL AGM
RIL AGM 2024: Investors expect focus on key developments including potential IPOs for Jio and Retail, strategic stake sales in O2C, progress on new energy projects, 5G monetization plans, and succession strategy.
BUSINESS
Brokerages mixed after Zee settles merger disputes with Sony, flag other issues
Brokerages weighed in on Zee Entertainment following its Sony settlement, with Citi and UBS offering differing views on the stock’s future.
BUSINESS
Are Goenka family stocks new D-Street darlings? PCBL, RPG Life Sciences, others surge up to 60% in a month
RPSG Group stocks surged up to 60% in a month, with PCBL and Spencer's Retail leading gains, following bullish projections from Chairman Sanjiv Goenka on growth across various sectors.
BUSINESS
Real estate stocks slip as Morgan Stanley notes slower pre-sales, waning investor interest
Morgan Stanley highlights waning investor interest in real estate, noting stretched valuations and a shift towards smaller developers, while Citi raises target prices and JM Financial forecasts continued sector growth.
BUSINESS
How Mamaearth parent Honasa Consumer stock caught fire on merger with its own subsidiaries
The two subsidiaries to be merged with Honasa Consumer have assets worth Rs 48 crore against the market gain of Rs 1,800 crore on August 26
BUSINESS
Market fluctuates at the whims of its most volatile participants: Oaktree's Howard Marks
The market swings on actions of its most volatile players - those who buy at a premium when optimism is high, and sell at a discount when pessimism takes over - Howard Marks said.
BUSINESS
Citi raises targets for DLF, Sobha, other realty stocks; flags expensive valuations
Citi has raised target prices for DLF, Sobha, and other realty stocks, but flagged concerns over expensive valuations.
BUSINESS
Brokerages remain bearish on Paytm but split on outlook after selling ticketing biz to Zomato
International brokerage Citi has maintained a "sell" rating on Paytm but raised the target price to Rs 440 from Rs 410 earlier.
BUSINESS
Zomato's Paytm ticketing biz buy gets thumbs up from brokerages; up to 27% upside seen
Brokerages, including Bernstein, Jefferies, and Nomura, have issued bullish calls on Zomato following its Rs2,048 crore acquisition of Paytm's ticketing business, highlighting its potential to expand the 'going-out' segment and drive long-term growth.
BUSINESS
Short Call: Will Powell hint at Sep rate cut at Jackson Hole and is it enough to draw FIIs to Indian markets? L&T, NHPC, TechM in focus
The world changes. This is the biggest problem in markets. - Bill Miller
BUSINESS
Varun Beverages gains as BoFA gives buy rating; analysts see 23% upside
Varun Beverages' shares gained following BofA Securities' "Buy" call with a target price of Rs 1,840, highlighting strong fundamentals and growth potential from new products and market expansions.
BUSINESS
Who’ll win the next round—large-caps or mid- and small-caps?
Prices of mid- and small-caps have risen, but they are not entirely driven by rise in earnings
BUSINESS
Titagarh Rail gets 'overweight' rating from Morgan Stanley, stock trades ex-dividend today
Titagarh Rail shares will trade ex-dividend on August 20. The company's board of directors declared a final dividend of Rs 0.80 per equity share with a face value of Rs 2 for FY24.
