BUSINESS
Volatility to rise in the coming 12 months as markets contend with 'binary events', says Ridham Desai
Among the significant risks for the year that pose binary outcomes, the Morgan Stanley managing director identified the 2024 general elections as the most critical event
BUSINESS
Why public sector companies are a no-go for Shankar Sharma
Sharma says he did business with public sector companies but it didn't end well for his firm, as he mentions the issue of receivables and delayed payments from these companies. The Nifty PSE index has gained 40.9 percent this year
BUSINESS
Quality banks will grow, but can’t reclaim high valuations of the past, says S Naren
Banks are much larger than they were 10 years ago, it is hard to justify the high price-to-book multiple they enjoyed in the past, Naren said.
BUSINESS
Why ace investor Shankar Sharma doesn’t go for largecap stocks
Private sector banking stocks have been underperforming for a year now. HDFC Bank is down 1 percent, Kotak Mahindra Bank is down 7 percent, ICICI Bank is up 4 percent, while Nifty 50 is up 6.8 percent in the year gone by
BUSINESS
Global growth to remain below trend in next 18 months due to China's struggles: Chetan Ahya, Morgan Stanley
Chetan Ahya, chief economist at Morgan Stanley, Asia, says that the key metric the US Fed is watching is the unemployment rate and monthly jobs addition. Restricted growth in the US and Europe too will restrict global growth, he says.
BUSINESS
India among best places in emerging markets, macro economy stable: Chetan Ahya of Morgan Stanley
In terms of the investment opportunity for investors, it is hard to find this kind of nominal GDP growth opportunity around the world, which India offers, Ahya says
BUSINESS
Buy consumer businesses with 30% plus growth at bargain prices: Amit Jeswani
As the market gets into panic mode, the Stallion Asset CIO says investors need to up their portfolio game
BUSINESS
Momentum fund manager says market throwing more ‘sell’ than ‘buy’ signals
Leaders of the last rally are show weakness, says Umeshkumar Mehta of Samco Mutual Fund. Based on the signals, he has raised cash levels in the fund to 15 percent
BUSINESS
Market rout: 7 critical questions answered
From rising bond yields to Israel-Hamas conflict, what is spooking investors? Here’s a look at some important points and how should you deal with it
MUTUAL-FUNDS
MFs have Rs 250,000 crore of firepower to take advantage of falling stocks: Nilesh Shah
Shah's advice to retail investors is simple: This is not the market where you run a leveraged position. Traders must follow their stop loss or hedge their risk
BUSINESS
Nilesh Shah on Israel impact: Need for correction as Indian markets expecting perfect 10/10 score despite rising oil, higher rates and premium valuation
Neither US interest rates nor oil prices can remain higher for long. Both have their own self-correcting mechanism and higher oil prices create alternative sources, said Nilesh Shah
BUSINESS
Israel-Hamas war: Prashant Khemka in wait-and-watch mode, says 'war should not broaden'
Inflation taking longer to moderate and interest rates staying elevated for longer is a better combination than a recession which will destroy demand, Khemka opined.
BUSINESS
Tech brokers, HFTs keen on extended F&O trading hours, says NSE's Sriram Krishnan
The chief business development officer of NSE says it is important to have a trading window in the evening hours to hedge portfolios from global events. He says most stakeholders welcome the move, and only small brokers with little investments in tech may find it uneasy
BUSINESS
Shift in household savings from financial to physical savings is not a bad thing: Sanjeev Sanyal
If the financial system wants to attract these people back, then it needs to find ways of getting them better insurance products, better savings products, says the Economic Advisory Council member.
BUSINESS
India’s supply side capable of handling sustained 8% GDP growth: Sanjeev Sanyal
Sanyal says that India is on the course for projected growth, backed by robust PMI, and investments in the public and private sectors. Being in the GBI-EM will mean greater access to cheaper funds over the next few years, which is crucial, he says.
BUSINESS
Higher valuation of mid-caps result of higher cash generation and return ratio post-covid: Sage One’s Samit Vartak
The focus on cash generation is now getting into the culture of companies which should help sustain high return ratios, according to Vartak.
BUSINESS
JPMorgan bond inclusion largely positive but near-term headwinds to control immediate gains: SBI MF
Index-eligible bonds in India have seen an inflow of about $4 billion, so far, this year, indicating that the inclusion was largely priced in, Rajeev Radhakrishnan, CIO-Debt, SBI Mutual Fund says
BUSINESS
Midcaps may see some volatility in the coming days, says Prashant Khemka of Whiteoak Capital
The fund flow-driven push to small and midcap stock prices will sooner or later have to unravel as it is not sustainable, said Khemka, noting that stocks in certain pockets of these segments are likely to be available at lower prices down the line.
BUSINESS
Samir Arora returns: How good is the track record of the OG of Indian mutual funds
Arora enters the domestic mutual funds space as a sponsor, and not as a fund manager
BUSINESS
The Uday Kotak Playbook: A peek into the veteran banker's management style
The man who bought out the world’s most revered investment bank, and gave other Indian banks a run for their money
BUSINESS
Kotak Bank minus Uday Kotak: Can the bank continue its winning streak?
Kotak Bank has delivered 29 percent CAGR over 20 years, racing ahead of the best and biggest banks
BUSINESS
Indian markets have surprised this year, somebody has done a good job: Jim Rogers
Commodities guru Jim Rogers learned about investing in silver from India. The country has been a great investor in silver for decades, he said
BUSINESS
Money will flow to India, things will keep improving, present investment opportunities: Ed Yardeni
India is expected to be a key beneficiary of tensions between China and the Western world. The country presents long-term opportunities to investors.
BUSINESS
Why veteran investor Bharat Shah isn’t investing in new-tech
Besides diluted promoter involvement, lack of 'real' profit and management solidity has deterred him from investing in new age companies, says Bharat Shah
