BUSINESS
MC Pro Inside Edge: White & White’s cement stake, cashbacks in small caps, Mogul’s railway trip, IPO fine print
A new offering for Pro subscribers! Know what stocks veteran bulls are eyeing, what the bears are ganging up against, major deals and inner goings-on from Dalal Street with this column
MARKETS
Short Call | HDFC Bank woos the bulls; L&T upbeat on Saudi deal; brisk buying in Godrej Consumer; and UltraTech gets stronger
Consensus sentiment around HDFC Bank and the entire BFSI pack remains positive, somewhat different from what it was at the beginning of the year
MARKETS
Short Call | Realty on outreach overdrive; Castrol on smooth climb, Nerolac in green, UP powers BEL, Adani Wilmar in focus
To capture the growing demand, real estate players with regional strongholds are on an expansion overdrive
BUSINESS
MC Pro Inside Edge | Silent wait for HDFC Bank re-rating, BSE craves for NSE public issue, Polycab promoters pitch tent
A new offering for Pro subscribers! This column peeps into the inner goings-on from Dalal Street, bringing you a ringside view of what stocks veteran bulls are eyeing, what the bears are ganging up against, secret deals and more.
MARKETS
Short Call | Calm before storm on D-St? Tata Steel, Delhivery in focus; a smallcap power stock looks big
FIIs have now been sellers for four days in a row, but the broad optimism remains that India is best placed in the emerging markets basket
MARKETS
Short Call | Valuations, volatility weigh on Nifty 2024; Devyani dazzles, Zee stutters; Apollo in fast lane; bull run in durables
Analysts seem conservative in their projections. In fact, the target level set by some domestic brokers could well be breached before the end of this year itself
MARKETS
Short Call | Supply chain in Red Sea blues; SpiceJet bid for bankrupt GoFirst; Siemens power split; pharma booster dose
After the Ukraine-Russia conflict, came the Israel-Gaza war, and now the focus is on the Red Sea shipping crisis. It could be the first signs of supply chain disruption
MARKETS
Short Call | Mid-cap, small-cap rally in last leg; green push powers Suzlon, Thermax; showtime for PVR Inox; ITC in focus
Continued domestic flows and increased pressure on mutual fund houses to deploy excess cash will drive a near-term accelerated rally in mid-cap and small-cap stocks
BUSINESS
Short Call | Boom's back in tech stocks; Mastek, Mphasis, LTIMIndtree, Nazara Tech, BHEL draw the focus
IT stocks have seen the maximum FII selling since interest rate hikes began, so they are bound to be the biggest beneficiaries when the FIIs return
BUSINESS
MC Pro Inside Edge: Local funds cry foul in bank QIP, wealth god in action at Zee, old wine in new bottle
This fly-on-the-wall column peeps into the inner goings-on of Dalal Street, what stocks veteran bulls are eyeing, what bears are ganging up against, secret deals and more
MARKETS
Short Call | Fed rate fodder cheers D-St bulls, PTC India, Religare, UPL, HPL Electric, United Spirits in focus
Foreign fund inflows have picked up pace over the last couple of weeks, and the consensus view is that this will only accelerate in the days ahead
MARKETS
Short Call | Bulls unfettered as liquidity drowns inflation worries; HDFC Life, PI Industries, Krsnaa, Mankind, ITC in focus
The consensus view on the Street is that foreign investors have little choice but to invest in India. The other commonly held view is that the RBI is unlikely to cut interest rates before the Fed does so
BUSINESS
MC Pro Inside Edge: I-bankers play on fund managers' FOMO , HNI’s sweet tooth, IREDA soars
This fly-on-the-wall column peeps into the inner goings-on of Dalal Street, what stocks veteran bulls are eyeing, what bears are ganging up against, secret deals and more
BUSINESS
Short Call | Rally isn't over for capex stocks; what's brewing in Coffee Day; Wockhardt wild run; and SpiceJet on funding flight
With the national elections nearing, a push for completing infrastructure projects is likely which should help to drive the spending growth for remainder of the year, writes Jefferies
MARKETS
MC Pro Inside Edge: Value of power, hidden reserves for poll funding, Godfather’s bargains, warehouse deals
This fly-on-the-wall column peeps into the inner goings-on of Dalal Street, what stocks veteran bulls are eyeing, what bears are ganging up against, secret deals and more
MARKETS
MC Pro Inside Edge: Arbitrage fund gets a boost, brand recall optics, belligerent HNI, white Swan
This fly-on-the-wall column peeps into the inner goings-on of Dalal Street, what stocks veteran bulls are eyeing, what bears are ganging up against, secret deals and more
MARKETS
MC Pro Inside Edge: Midcap mania and the regulator, operator’s revenge, Desi Soros’s power trip
This fly-on-the-wall column peeps into the inner goings-on of Dalal Street, what stocks veteran bulls are eyeing, what bears are ganging up against, secret deals and more
MARKETS
MC Pro Inside Edge: Power of grey in IPOs, twist in Flair script, Indian WeWork, algo jobber’s cameo
This fly-on-the-wall column peeps into the inner goings-on of Dalal Street, what stocks veteran bulls are eyeing, what bears are ganging up against, secret deals and more
BUSINESS
MC Pro Inside Edge: Acquirer gets hell from HNI in Shalimar Paints, barter deals, keyman risk
This fly-on-the-wall column peeps into the inner goings-on of Dalal Street, what stocks veteran bulls are eyeing, what bears are ganging up against, secret deals and more
BUSINESS
MC Pro Inside Edge: Algo firms find Snowman hot, Man on the move, Big Papa’s dilemma, small fry
This fly-on-the-wall column peeps into the inner goings-on of Dalal Street, what stocks veteran bulls are eyeing, what bears are ganging up against, secret deals and more
BUSINESS
MC Pro Inside Edge: Sweet-talking fund manager, rally in Rallis, endgame in small caps, booster strategy
This fly-on-the-wall column peeps into the inner goings-on of Dalal Street, what stocks veteran bulls are eyeing, what bears are ganging up against, secret deals and more
BUSINESS
MC Pro Inside Edge: Baggage deal, full-service merchant bankers, HNIs dial promoters, craze for hidden gems
This fly-on-the-wall column peeps into the inner goings-on of Dalal Street, what stocks veteran bulls are eyeing, what bears are ganging up against, secret deals and more
BUSINESS
MC Pro Inside Edge: Precious power co, D-Street doctor doubles down on DB, Godfather in demand
This fly-on-the-wall column peeps into the inner goings-on of Dalal Street, what stocks veteran bulls are eyeing, what bears are ganging up against, secret deals and more
BUSINESS
MC Pro Inside Edge: I-Sec investors’ SOS to Big Papa, Panther’s Yes Bank bet, preferential allotment sweeteners, Tata Tech IPO
A new offering for Pro subscribers! This column peeps into the inner goings-on of Dalal Street, bringing you a ringside view of what stocks veteran bulls are eyeing, what the bears are ganging up against, secret deals and more
