BUSINESS
Nifty, Sensex bask at record highs: What's next? Here's what market experts say
Market participants will closely eye retail inflation figures, manufacturing data, new listings, global central banks interest rate decisions this week
BUSINESS
Eye on elections: PSU bank stocks may continue to race ahead as BJP prospects instill confidence
Analysts say better governance standards and upgrading of technology during the BJP-led government's regime helped to restore faith across PSU bank stocks in the run-up to the 2024 general elections
BUSINESS
Top Nifty gainers & losers: Eicher Motors, Adani Enterprises lead gainers, HDFC Life top laggard
Top Nifty mid-day gainers include Eicher Motors, Adani Enterprises, Adani Ports, BPCL, and ICICI Bank
BUSINESS
Nifty scales new high: Hero Moto leads gainers, UPL, Adani Enterprises top losers
Since September 15, the last time Nifty50 touched its record high levels, around 7 out of 50 Nifty stocks have recorded gains of more than 10 percent
BUSINESS
BSE Smallcap, Midcap script record highs: Will the outperformance continue?
So far in November, the two indices have gained over 8 percent against a 5 percent rise in the benchmark Sensex. Analysts, however, caution that the upside may be limited from here on amid stretched valuations
BUSINESS
What keeps Mark Mobius bullish on MapMyIndia? A deep dive into geospatial space
MapMyIndia, founded nearly three decades ago, created digital maps of India long before Google Maps changed web cartography
BUSINESS
Top Nifty gainers and losers: Adani Group stocks, Tata Motors gain; Cipla, Apollo Hospitals decline
Some of the top Nifty gainers were Adani Enterprises, Adani Ports, Tata Motors, BPCL, and Coal India. Cipla, Apollo Hospitals and Hindustan Unilever were among the top losers
BUSINESS
Risk-on environment to help India markets as bonds, US dollar ease from peak
Analysts believe a trend reversal in bond yields and the dollar would prove to be beneficial for emerging markets like India amid strong corporate earnings growth
BUSINESS
Market balanced despite headwinds, says Prabhudas Lilladher. Here are its stock picks
The outcome of state election, foreign flows, commodity prices and trade deficit balance will dictate market momentum in the medium to long term, analysts have said
BUSINESS
Will China’s losing dominance over world capital markets fuel India’s growth?
Analysts at global brokerage firm Phillip Capital observed that China’s market cap has shrunk to 2.5x of India’s value in 2023, compared to 4x in 2020, as sluggish economic growth erodes investor sentiment
BUSINESS
3 horsemen — easing oil prices, yields, dollar — spell good news for India, says Mark Matthews
Retreating oil prices, treasury yields, and dollar rates will make foreign institutional investors return to Indian markets, Mark Matthews, head of research-Asia, Juluis Baer Group, has said
BUSINESS
RBI’s tighter unsecured retail lending norms pose no threat to HDFC Bank, Kotak Mahindra Bank: Analysts
These banks remain well-capitalised and their profit pool will not face pressure, say analysts
BUSINESS
Bajaj Finance in double trouble from RBI’s risk-weight norms, product ban
Bajaj Finance’s growth may be hit amid Reserve Bank of India’s increased risk weight on consumer credit exposure and suspension of eCOM and Insta EMI Card, analysts say
BUSINESS
Decoding RBI credit risk weight impact across banks, NBFCs; how each lender will lose, gain
Analysts warn that NBFCs will see a higher impact on growth and profitability versus other financial institutions as they have seen sharpest increase in exposure to unsecured retail lending
BUSINESS
Are golden days of ITC over? Samir Arora awaits to ‘sell’ position once stock underperforms
Analysts warn that the best of run-up for this FMCG-to-tobacco conglomerate is soon to be over as growth and profitability have begun to moderate
BUSINESS
Morgan Stanley’s upgrade lifts AU SFB’s stock 3% higher, brokerage sees 37% upside
Analysts at Morgan Stanley opined that AU SFB’s merger with Fincare SFB would provide material upside if well-executed
BUSINESS
Sturdy SUVs drive M&M’s Q2, but tractor sales limp: Should you buy the stock?
Analysts were largely bullish on the counter due to a steady demand for the automaker's utility vehicle (UV) portfolio but remain wary of weakness persistent in the tractor segment.
BUSINESS
HDFC Bank falls out of analysts' favour as merger math spoils margin outlook
The sharp correction, analysts said, was first majorly due to uncertainty around the merger and later due to merger math being weaker than initial estimates
BUSINESS
Info Edge profit more than doubles in Q2FY24: Should you buy, sell or hold the stock?
Brokerages remain optimistic of Info Edge’s long-term opportunity in its operating entities, however, warn recruitment segment to be adversely impacted due to soft IT demand
BUSINESS
IndiGo flies 3% on robust Q2 results. Here is what brokerages have to say
Analysts have warned that the expected grounding of additional 26 percent capacities (for 300 days) due to issues with Pratt and Whitney engines will impact FY25 outcome
BUSINESS
Titan Q2 show impresses, brokerages raise EPS estimates. Should you buy?
Analysts largely remain bullish on the counter, given the management’s healthy guidance for the upcoming quarters amid festive season trends
BUSINESS
LIC Housing Finance gains on robust Q2 numbers. Should you buy?
Analysts remain upbeat on LIC Housing Finance as growth is visible on all fronts — profit, net interest income and margin parameters
BUSINESS
Bank Nifty looks weak both technically and fundamentally: EM expert Adrian Mowat
Apart from Bank Nifty, the EM guru was cautious on overall Indian markets as well due to hardening bond yields
BUSINESS
Hero Moto Q2 preview: Double-digit profit growth likely on export boost, higher ASP
Brokerages estimate the company's profit to grow by 33 percent YoY in Q2FY24, while revenue is expected to rise by 3 percent YoY
