BUSINESS
DAILY VOICE| With Budget behind, use correction to increase allocation in equities with a 2-3 year view: Rusmik Oza of Kotak Securities
We expect equity valuations to remain at elevated levels due to expected economic rebound, strong earnings print, and low bond yields, says Oza.
BUSINESS
D-Street Talk podcast | Union Budget 2021 a pleasant surprise, but execution remains to be the key: S Ranganathan of LKP Securities
The Budget is bold enough to go for higher market borrowing even though some of the skeptics may argue on the fiscal deficit front, says Ranganathan of LKP Securities.
BUSINESS
Brokerages pick 30 stocks to play the growth story promised by FM in Budget 2021
Investors should stay invested, particularly in sectors like financials especially private sector banking IT, pharma, autos, cement and segments of FMCG. Domestic cyclicals appear to be strong bets.
BUSINESS
Gold price today: Yellow metal gains strength, Silver March Futures up nearly 2%
Gold may continue to witness mixed trade unless there is clarity on the US dollar trend however we expect price to trade with a positive bias on US stimulus expectations and loose monetary policy stance of central banks, suggest experts.
BUSINESS
Rakesh Jhunjhunwala to investors: Market has given you a chance, grab it!
The Budget 2021 was a bold Budget from the Indian Government, and for investors, it is best to tweak the portfolio by going overweight on equities.
BUSINESS
We focus on clean, dominant, high RoCE and low-debt small and midcap companies: Ashvin Shetty of Marcellus Investment Managers
Little Champs portfolio is to identify and invest in 15-20 niche-dominant small cap companies with clean accounts & corporate governance, track record of prudent capital allocation, and at the same time decent growth potential.
BUSINESS
Trade Spotlight: What should investors do with Tata Motors, HDFC Bank and KNR Construction?
Stocks like Tata Motors rose more than 15 percent, HDFC Bank rallied more than 5 percent to a fresh 52-week high while KNR Construction rose by about 10 percent were some of the stocks in focus on Tuesday.
BUSINESS
After The Bell: Sensex reclaims 50,000, what should investors do on Wednesday?
Traders & investors need to keep the last stop loss at 14100/48400. We need to be defensive as the market approaches previous highs and the focus should be on pharmaceuticals and FMCG stocks.
BUSINESS
Nifty Bank rallies over 10% post Budget: Here are 5 reasons why the index is rising
Motilal Oswal picks ICICI Bank, SBI, Axis Bank, and AU Finance as top picks while ICICIdirect is positive on Axis and SBI post Budget 2021.
BUSINESS
Gold price today: Yellow metal trades lower; silver March futures down over 2%
Domestic gold prices have become cheaper due to duty cut however general price trend will be determined by international markets.
BUSINESS
After The Bell: Investors wealth rises by over Rs 6 lakh crore, what should investors do after huge Budget Day rally?
Experts are of the view that the market entered the Budget day with caution but a pro-growth Budget and no new taxes fuelled a risk-on rally.
BUSINESS
Gold price on Budget Day: Yellow metal rises; March Silver Futures jump 6%
Experts are of the view that precious metal prices are likely to remain volatile on the Budget Day and any dip will be a buying opportunity.
BUSINESS
Rs 11 lakh crore in m-cap gone in run-up to Budget 2021: What should be investors' strategy now?
Experts feel that the market could swing in either direction. Considering the fact that the market has seen six consecutive days of fall – a move on the upside is more likely if Budget 2021 meets expectations.
BUSINESS
Budget 2021 Daily Voice | Insurance, chemicals, retail, consumer durables should do well over the decade: R Venkataraman of IIFL Securities
We believe sectors like Insurance, Chemicals, Retail, Consumer Durables etc. that have a long runway of earnings growth due to structural factors should do well over the next decade, says Venkataraman.
BUSINESS
Yogesh Patil of LIC MF says Budget 2021 likely to focus on ways to strengthen AtmaNirbhar Vision
The phenomenal journey of Sensex from 100 to 50000 has been enjoyed by all disciplined investors. The story has clearly highlighted the power of compounding with time, says Patil.
BUSINESS
Small & midcaps outperform ahead of Budget; support for Nifty at 13,400 going ahead
Experts advise investors to stay cautious and watch out for crucial support placed at 13400 levels. Now, a close above 14000 levels could give bulls some confidence.
BUSINESS
The Market Podcast | It is a sellers market! Deploy 10-15% cash at lower levels: Neeraj Chadawar of Axis Securities
Foreign institutional investors (FIIs) who were consistent buyers in Indian markets for the past three months have turned net sellers in the domestic market, says Chadawar.
BUSINESS
Gold price today: Yellow metal gains strength, March silver rallies over 1%
Gold may remain choppy, reflecting mixed trade in the dollar, however, rising virus cases and US stimulus expectations may lend some support, experts say.
BUSINESS
Nearly Rs 10 lakh crore gone ahead of Budget: what should be your investment strategy?
The trading strategy on the Budget Day should be to pick stocks from their support levels and keep an eye on reversal patterns instead of picking stocks which are trading in a range or are at higher levels.
BUSINESS
Trade Spotlight: What should investors do with India Cement, Bank of Baroda & HDFC Bank?
Stocks like India Cement fell more than 5 percent, Bank of Baroda fell more than 9 percent, and HDFC Bank was down by nearly 3 percent were some of the stocks in focus.
BUSINESS
DAILY VOICE | Trust power of compounding! Sensex delivers 50-bagger return in 30 years: Prathit Bhobe, Tata AMC
The government’s focus in the upcoming Budget is likely to be on providing acceleration to the economic recovery which has been underway over the past few months, says Bhobe.
BUSINESS
After The Bell: Sensex, Nifty lose over 1% each, what should investors do on Friday?
The index has formed a good base near the 13,800-13,700 zone and if it manages to hold the level, we may see a swift pullback towards 13,900-14,000, which is the immediate hurdle.
BUSINESS
Technical View: Nifty forms Doji pattern, experts say stay neutral on markets
Experts advise traders to stay cautious in the run-up to the budget. Traders can look at shorting the index below 13,700, signs of strength will only be visible above 13,900-13,929.
BUSINESS
D-Street Talk Podcast | Value investing has a new name: AI is the new Warren Buffett, says Kanika Agarrwal of Upside AI
Technology helps investors in making rational, unemotional, and almost ruthless decisions as far as what retail investors should be buying, says Agarrwal of Upside AI.
