BUSINESS
Short call | Can Q2 results justify markets' record-breaking rally? PB Fintech, Amara Raja in focus
"No matter what happens to the market, earnings will determine the results" - Peter Lynch
BUSINESS
Stay selective on IT stocks amid soft management commentary, rich valuations: Jefferies
Jefferies sees limited scope for margin expansion in FY25 owing to slow revenue growth
BUSINESS
Why banking stocks will continue to struggle even if RBI follows Fed's 50 bps rate cut path
Banking stocks pain is set to continue in the near-term due to trailing margins, sluggish deposit growth, and widening CDR ratio
BUSINESS
FIIs favour India vs other EMs so far in September, buying spree may build on, say experts
While the trend is expected to continue, experts caution that India will need strong earnings growth to absorb the significant liquidity
BUSINESS
Short call | Will India be the top FII darling among EMs post Fed's policy pivot? Ashok Leyland, Emcure Pharma in focus
"An investor wants to go where the growth is" - Bill Gross
BUSINESS
Bajaj Housing Finance's bull run not over yet, experts forecast another 24% upside
Brokerages have initiated 'buy' calls on Bajaj Housing Finance, citing management's strong pedigree to position it as the next 'HDFC' and its superior asset quality
BUSINESS
Analyst Call Tracker August 2024: Shriram Finance hits hattrick as top pick on Street, HDFC Life makes strong debut
Based on Moneycontrol's tracker, 39 out of 40 brokerages have given a 'buy' rating for Shriram Finance, with only 1 maintaining a 'sell' recommendation for the NBFC
BUSINESS
Short call | Why markets shouldn't be too excited about Fed rate cuts; Tata Power, Coforge, Inox Wind in focus
"You can't predict, but you can prepare." - Howard Marks
BUSINESS
Analysts bullish on IndiGo even as Gangwal Family Trust trims stake
Analysts are of the view that IndiGo has a strong hold in the aviation market, which should keep its wings soaring higher
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
It was Late Rakesh Jhunjhunwala’s favourite once. Now, India’s largest mutual fund wants a piece of the pie
Karur Vysya Bank's strong financial position and attractive valuation should drive a further re-rating in the stock, say analysts
BUSINESS
Short call | SGBs an expensive headache for the govt? Cooling crude to lift IndiGo, Shilpa Medicare, Bikaji Foods in focus
“Know what you own, and know why you own it.” - Peter Lynch
BUSINESS
Cash level no protection for mutual fund portfolios; buyers beware, say, leading fund managers
In Moneycontrol Mutual Summit's panel discussion titled “Flows – Boon or Bane,” leading fund managers shared different perspectives on portfolio protection strategies, take a deep dive!
BUSINESS
Motilal Oswal bets copper can test new highs this year: Here's what'll it take
Motilal Oswal's commodity head anticipates copper prices can potentially reach new life highs of over $11,000 on the LME and $11,500 later this year as demand recovers.
BUSINESS
Short call: Dovish policy dreams ignite markets, SC's mining tax a soft blow; Vi, Piramal Enterprises in focus
The stock market is filled with individuals who know the price of everything, but the value of nothing. - Phillip Fisher
BUSINESS
Rising oil prices, Middle-East mayhem could be India's inflation party pooper, warn analysts
With Brent Crude boiling hot for five straight days, experts warn that if it crosses $90 per barrel, India's inflation party might be cut short
BUSINESS
Short Call: Is the worst of yen carry unwind behind? BoJ Guv’s dilemma, no cheer for agrochem, Apollo Tyres, Page in focus
There are varying estimates of how much of the carry trades have been unwound. Is the worst behind?
BUSINESS
Analyst tracker | Shriram Finance remains analysts’ favourite on attractive valuation, tops July optimism list
The optimism on the stock is due impressive back-to-back quarterly performance, attractive valuations, historically low bad loans, and a positive growth outlook
BUSINESS
LIC mulls higher ticket size products to absorb impact of new surrender value norms
In the quarter ended June, LIC reported 9.6% rise in net profit at Rs 10,461 crore
BUSINESS
Strong Q1 for BSE, NSE, but SEBI’s proposed F&O curbs will hurt: Analysts
India's leading equity bourses reported stellar performances in the June quarter, but the road ahead could be bumpy, if proposed curbs on futures and options in the recent SEBI consultation paper are implemented, warn analysts
BUSINESS
Don't see big crash despite selective exuberance, take some profits in small caps: Devina Mehra
Mehra feels there are no significant risks to India from the global risks like the Yen carry trade, a possible US recession. Yet, the abundance of domestic liquidity can be no cover for faltering fundamentals
BUSINESS
Safe and steady: 10 Bluechips that offer reasonable value
Despite concerns about expensive valuations, a section of the market feels the correction has thrown up some buying opportunities, here's a rundown of top 10 bluechip stocks
BUSINESS
Stocks that bucked the trend yesterday and continue to show strength today
From defensive plays to those boosted by the Budget and strong earnings updates, here are the top stocks that stood out August 5 market rout
BUSINESS
Sensex, Nifty break 5-day bull run, end lower as investors chase to book profits
Analysts predict that market consolidation is likely due to high valuations, but they expect heavyweight stocks to continue the bull run
