BUSINESS
Warren Buffett’s 94th Birthday Gift: Seven timeless tenets of investing
With a 68-year track record of investing, Warren Buffett has evolved investing principles that are like immutable laws.
BUSINESS
Sebi's FPI Disclosure Rules: Large FPIs fully compliant, investors with concentrated holdings on shopping spree, say sources
In August 2023, Sebi mandated additional disclosures for certain FPIs; as the deadline of September 9 nears, FPIs hurry to be in compliance by buying additional securities, according to sources
BUSINESS
Insights: What mutual funds, FIIs are betting on, and avoiding in this market
Moneycontrol analyses FII, DMF underweight-overweight positions for June 2024
BUSINESS
Don't see big crash despite selective exuberance, take some profits in small caps: Devina Mehra
Mehra feels there are no significant risks to India from the global risks like the Yen carry trade, a possible US recession. Yet, the abundance of domestic liquidity can be no cover for faltering fundamentals
BUSINESS
Markets make a quick comeback. What’s different this time?
Unlike 2021 and 2022, markets are staring at tepid growth, high valuations.
BUSINESS
Sunil Singhania on the current sell-off, top risks, where to fish, what to avoid
Founder of Abakkus Asset Managers and a veteran investor especially in mid- and small-caps talks about his investment strategy.
BUSINESS
Time to neither be greedy nor fearful
After today’s fall, what should investors do – buy the dip, sell it all or simply sit on the sidelines
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.
