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
BUSINESS
Bullish on India| 'India is on a foundational, defining journey of a kind': ASK’s Bharat Shah
The veteran fund manager shares why he believes the country is riding a growth crescendo that can last decades
BUSINESS
We want to expand footprint and serve customers in multiple geographies: TVS Supply Chain Solutions
The company believes in an asset-light model, and says that the investments it makes in delivering bespoke solutions is baked into the contract, protecting it commercially.
BUSINESS
Lenders have stretched balance sheets, mispricing of loans has begun: ASV Krishnan of HDFC Securities
Most conventional lenders are well-capitalised and they are all hungry for growth, says Krishnan
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
