BUSINESS
MC Exclusive: Political limits to central government capital spends; capex to grow at nominal GDP growth: Neelkanth Mishra
Some of sectors like defense and railways have stretched valuations
BUSINESS
Post-budget, high-quality stocks expected to yield steady returns
Fresh money entering the stock market is likely to be invested in high-quality but undervalued stocks, boosting their prices
BUSINESS
How much extra money FM Sitharaman has and where she can spend it in Budget 2024
High tax collections and a one-time bounty from the central bank place the FM in a very comfortable position
BUSINESS
MC Exclusive| F&O crackdown: Only one weekly options contract per exchange, min lot size Rs 20-30 lakh, derivatives panel suggests
The expert working committee appointed by Sebi has suggested a host of measures to rein in speculative trading in derivatives.
BUSINESS
MC Exclusive: Sebi ups vigilance; examines phones, laptops of key mutual fund executives in surprise inspections
Over the past 12 months, five out of top ten mutual funds have been subject to these inspections, with mobile phones of some top executives accessed by the capital market regulator.
BUSINESS
Sunil Singhania warns against small and mid-caps seeing meteoric rise, says overall market valuations reasonable
Singhania sees frenzy in certain EV related plays, defense and railway companies and IPOs.
BUSINESS
Why Nalanda and SBI MF are on opposite sides of the trade in Thermax
Two marquee funds with significant holdings in the stock find themselves on opposing sides of the trade.
BUSINESS
MC Exclusive: Sebi suspects front-running in Sandeep Tandon-owned Quant Mutual Fund; conducts search and seizure operations
Quant Mutual Fund has been the fastest growing mutual fund in the country with assets growing from Rs 100-odd crore in 2019 to nearly Rs 90,000 crore currently
BUSINESS
Nippon AMC’s fund manager is gorging on pizza and biking his way to the hinterland
Amar Kalkundrikar believes consumer sector will perform backed by recovery in consumption even as earnings multiples may seem elevated
BUSINESS
MC Explainer: Who made money during the election results week
Positioning ahead of election results reveals that retail investors were betting on a positive election outcome, but it’s hard to tell if retail traders made money.
BUSINESS
Fed rate irrelevant for markets, India unmissable for foreign investors, says Jonathan Garner, Morgan Stanley
Chief equity strategist for Asia and Emerging Markets at Morgan Stanley says global markets will continue rise and India’s outperformance will continue.
BUSINESS
Why a US Fed Rate Cut May Be Around the Corner: Ritesh Jain, Pinetree Macro
The US 2-year yield touched 4.67% reacting to the surprise inflation data but closed at 4.74 percent.
BUSINESS
Party time on Wall Street even as US Fed takes hawkish stance; S&P 500, Nasdaq hit record highs
S&P 500 tops 5,400 for the first time in history, dollar slides, US bonds end lower despite a hawkish commentary from the US Fed.
BUSINESS
Power is a sure-shot, defense promises growth, roads set for turn, railways risky: infrastructure manager with Rs 30,000 crore plus assets dissects the segment
DSP MF's Charanjit Singh talks about the election-related fears that concern investors and his take on various infra segments
BUSINESS
Have exited cap goods, PSU banks; consumption the big theme now: Quant MF’s Sandeep Tandon
Right now those indicators are telling Tandon that consumption, infrastructure, metal, cement and power are the areas to look for opportunities. And for that very reason, he has exited capital goods and PSU banks.
BUSINESS
Funds tilted to momentum may have to tweak portfolio; Budget will be key: WhiteOak’s Khemka
If fund managers are heavily invested in specific market segments, driven by recent momentum, they might recalibrate their strategies, said Khemka.
BUSINESS
Market churn will separate men from boys in PSUs, India story has legs: Kotak’s Nilesh Shah
This is a market where reasonably valued stocks probably will outperform more expensive valuation stocks, he said.
BUSINESS
Q&A | If you have cash, buy good small caps on correction: Shankar Sharma
Sharma believes that the bull market is supported by rally in smallcaps and the trend is here to stay
BUSINESS
We remain fully invested on a positive outlook on economic growth and corporate fundamentals: Harsha Upadhyaya of Kotak AMC
Valuations are not cheap, so policy comfort and evidence of better-than-average earnings growth will be key drivers, he says.
BUSINESS
Samir Arora on exit poll: Markets should rally, chances of negative surprise on Tuesday bleak, looking to increase net longs
As long as BJP secures enough seats to form a government, it will establish a sense of continuity in the market, said Samir Arora.
BUSINESS
Exit polls set to ignite market euphoria: Big gains on the horizon with Gift Nifty showing a 780 point gain
Market veterans foresee an initial surge and sustained growth as investors celebrate policy continuity and future reforms
BUSINESS
Markets will see an explosion, but next week will mark the grand final for 'Modi stocks': Sushil Kedia
Euphoric markets will take all stocks up, but a week later, market will become more discerning, according to Kedia
BUSINESS
Exit poll to boost near-term market sentiment; investors eyeing policy reforms roadmap: Nilesh Shah Q&A
A sustained market growth depends on the new government's implementation of significant reforms within the first 100 days
BUSINESS
Vikas Khemani on Exit Poll : Markets should rise on short covering, poll outcome to strengthen India’s case
'The conviction around India's growth story is very, very high. With this event(NDA returning to power for third straight time), it only gets strengthened,' says Vikas Khemani of Carnelian Capital
