BUSINESS
Here are 4 key takeaways from the Q1 FY19 earnings season
The improvement in topline as seen in recent earnings print has been led partially by the base as also by recovery in rural areas.
BUSINESS
Kerala floods: Here’s how it can water down the financials of some stocks
From a stock market perspective, investors will be worried about the listed companies having significant exposure to the Kerala
BUSINESS
What the first-quarter numbers so far tell us: Rural India is recovering
Consumption sectors (FMCG, durables, autos), though on a soft base, post noticeable volume growth for a consecutive quarter.
BUSINESS
Defensive portfolio tweak: Titan replaces NLC India
Notwithstanding a few temporary blips, we remain bullish on Titan’s ability to maintain its premium valuation
BUSINESS
Here’s a 16-stock Moneycontrol Research mid-cap portfolio to weather rough seas
We have constructed a 16-stock mid-cap portfolio to capitalise on the current weakness, which we feel presents a good opportunity for long term investors
BUSINESS
Hunting for value in the largecaps? Check out these 14 stock ideas
While we are convinced about these stocks, given the market volatility, we have created a 20 percent cash cushion and will provide timely alerts to investors on deploying it.
BUSINESS
Diwali portfolio change: Replacing Century Plywood with Bodal chemicals
Bodal Chemicals’ dyes business appears well positioned to gain from higher volumes from the capacity expansion, strong pricing trend and the supply demand imbalance in China.
PERSONAL-FINANCE
Here are five main features that make ULIPs an attractive product
Unit Linked Insurance Plans offered by insurance companies are a popular investment option.
BUSINESS
Portfolio tweak to focus on better earnings visibility: Replacing Axis Bank with Thirumalai Chemicals
We expect Thirumalai Chemicals' near term volume growth to come from increased capacity for food acids, fine chemicals, the improved operations from Malaysian subsidiary, followed by increased capacity for Phthalic Anhydride (+60,000 MT in 2019).
BUSINESS
Equity meltdown: Time to look at stocks with growth at reasonable price (GARP)
Though we are not ruling out further consolidation/ correction in Indian equities driven by weaker liquidity, news flow w.r.t. interest rate/inflation scenarios, and profit booking ahead of LTCG imposition, there are few stocks which investors can keep in investment radar given their disproportionate correction in recent times and fundamentals that are unfazed by the current developments.
BUSINESS
What to buy in a year of populism, fiscal expansion and possibly rising rates
The US economy is humming along in top gear, Japan has seen its best growth in two decades and the European Union is enjoying its best economic growth since the global financial crisis.
BUSINESS
Moneycontrol portfolios outperform benchmarks: Emami replaces ICICI Bank in the defensive portfolio
As the government readies for its last Budget before the 2019 elections, we expect the rural-oriented policies to be the leitmotif.
BUSINESS
Gujarat Election marks a subtle change in outlook – how to play the change?
Rural India is likely to remain a focus for the forthcoming Budget with a clear eye on the vote bank. So the populism that started with a loan waiver is likely to be followed up with lot more in the days to come.
BUSINESS
Moneycontrol Research's Diwali Portfolio: Moil to replace IRB Infrastructure
As a part of that exercise we are recommending a change in the portfolio whereby MOIL replaces IRB Infrastructure.
BUSINESS
A tweak in our Diwali Portfolio: Switch to Vidhi Specialty Food Ingredients from Bhansali Engg Polymers
Vidhi Specialty seems well placed to increase market share as it embarks upon capacity expansion in 2018.
BUSINESS
Chambal Fertilizers Q2 results: Marketed products save the day, higher urea output key
The growth in the profits could also be attributed to changes on account of inventories and a reduction in finance cost, which the company expects to continue in the coming quarters.
BUSINESS
Kotak Mahindra Bank — growth resumes and quality intact
The bank recap-led correction in private sector bank stocks provides an ideal opportunity to accumulate this best in class business for the long term.
BUSINESS
The Great Bank Recap: Stick to the bigger names
While the contours of the recap plan are being worked out, the Street is in a mood to party, lifting all PSU bank stocks irrespective of quality.
BUSINESS
Infosys results will be about Nilekani's strategy & improving on the Sikka legacy
The September quarterly results will be the first quarterly numbers after a change of guard took place in Infosys where a publicly fought boardroom battle resulted in Vishal Sikka resigning from his position as the head of the company.
