BUSINESS
Exclusive | In every sector, we prefer companies that are not in the index yet: Mark Mobius
In an exclusive interview with Moneycontrol, global investment guru Mark Mobius gives us his take on Indian stocks and sectors
BUSINESS
Exclusive: US credit downgrade will lead to diversification, believes Mark Mobius
In an exclusive interview with Moneycontrol, global investment guru Mark Mobius said the US rating downgrade will prompt investors to diversify into other areas
BUSINESS
Governance damage versus opportunism: Siemens stock yo-yos as investors caught between an upcycle and poor governance
Over the years, Siemens has fallen into disrepute for short-changing investors with a number of deals involving the purchase and sale of businesses at valuations favourable for its German parent, and unfair to minority shareholders of Siemens India, the listed entity.
BUSINESS
Do midcaps deserve to trade at higher valuations than largecaps?
Midcap vs largecaps: This movie has in fact played out in the stock markets several times. Last time midcaps rallied sharply in 2017, the rise was driven primarily by a re-rating of multiples
BUSINESS
All triggers played out. Is ITC peaking out?
ITC's heavy reliance on tobacco, which contributes 75 percent of its overall EBIT, despite representing only 37 percent of revenue, remains a concern
MARKETS
Market rally far from over, index heavyweights not a bubble threat: Rohit Srivastava of Indiacharts
The technical analyst said the Nifty should find support somewhere between 19,800, 19700, and worst case, 19,650, and then start higher again.
BUSINESS
MC Long View: ITC on a swing. Will the momentum continue?
The sentiment around ITC has changed on the back of strong cigarette revenue growth, improving margins and a host of other
BUSINESS
More concerned about a spike in oil than 5% Fed rate: Ritesh Jain
If oil prices start pushing $90 per barrel and above, then Fed will start becoming hawkish again, says the veteran investment manager.
BUSINESS
Shankar Sharma's 4 AM strategy, Brightcom blueprint and lessons learnt from bad bets
While explaining this strategy, Sharma has a word of caution and a piece of advice – this strategy is not for everyone and position sizing is key here. He also outlines the criteria for selecting what he calls 4 AM stocks.
BUSINESS
Prashant Jain’s maiden fund may get $1bn in commitments, disrupt AIF space
The regulator approved Jain’s low-cost, high-ticket fund, which will target only wealthy customers, with the minimum investment set at Rs 10 crore.
BUSINESS
MC Long View | Is Zomato’s path to profitability coming at the cost of growth?
Zomato’s recent quarterly financial performance seems to be in sync with its focus on profitability, but growth seems to be taking a hit
BUSINESS
MC Long View: Can Vedant Fashions truly be the next Titan?
From the sales growth of both companies vis-à-vis the competition, it’s evident that while Titan is holding its ground, Vedant has started to concede market share
BUSINESS
Why the banking turmoil won’t stop the Federal Reserve from hiking rates
With inflation still at 6 percent, significantly above the Fed’s target, and the labour market stronger than it has been for more than 50 years, there is still a strong case for tightening rates.
BUSINESS
Does the historic fall in the 2-year treasury bill mean a big correction is coming soon?
Although worries about continued high inflation hurting economic growth persist, a slower pace of rate hikes will calm equity markets and stem the fall in asset prices in the short-term
BUSINESS
Budget 2023 may peg nominal growth at about 12.5%, GDP could rise 6.5%, Bibek Debroy says
India does not face any domestic uncertainties despite global headwinds, the chairman of the Economic Advisory Council to the Prime Minister says
BUSINESS
Budget 2023 | Finance Minister faces challenge of continuing capex push, Bibek Debroy says
While revenue expenditure is sticky, the finance minister also needs to lower the fiscal deficit in order to meet its medium-term target, Bibek Debroy says.
BUSINESS
Paytm down 75% from IPO price. Is this a good entry point for new investors?
Paytm has come to a level where it is looking interesting, but investing in the company still comes with a lot of ifs and buts.
BUSINESS
Budget 2023: Bibek Debroy hopes for move towards exemption-less tax system
The big pending agenda is the removal of exemptions both on the personal income tax side and the corporate side, Bibek Debroy says.
BUSINESS
Are we going to continue a food subsidy that extends to 66 percent of the population? Questions Montek Singh Ahluwalia
Instead, food and fertilizer subsidies should be converted into cash transfers, Montek Singh Ahluwalia tells Moneycontrol.
BUSINESS
Finance Minister Nirmala Sitharaman has one of the toughest jobs in the world, says Montek Singh Ahluwalia
The transition to 8 percent growth is not going to be possible unless India retains the sensible view that it needs to continue to open and integrate with the world, Ahluwalia says
BUSINESS
Lofty valuations, plummeting consumption, stagnating growth to play spoilsport in 2023
In a freewheeling interview with Moneycontrol, Sanjeev Prasad, Managing Director and Co-Head, Kotak Institutional Equities gave a detailed breakdown on why he foresees consumption registering a pronounced slowdown, growth levels plummeting further and why lagging public investment spending is the missing piece in the larger picture of India Inc’s growth narrative
BUSINESS
Paytm buyback: The good, the bad, and the ugly
Is it an attempt to talk up the stock, or is it because there’s no path to profitability in sight? For what value is there in an exit when the stock is more than 70 percent down.
BUSINESS
Up and coming competitors are not a worry for Asian Paints, says Saurabh Mukherjea
In the last few years, a number of new players have announced their entry into the paints industry including big pocketed players like JSW Group and Grasim Industries.
BUSINESS
The good, bad and ugly of Nykaa’s bonus issue
Nykaa’s bonus issue allows a sweet, partial exit to promoters and early investors and raises the hurdle rate for a vast swath of investors in a desperate attempt to smoothen volatility in the stock price
