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
BUSINESS
MC Poll Position: Adverse election outcome could derail retail party, cause sharp fall in smallcaps: Bouyant Capital’s Jigar Mistry
Numbers are easier to predict than human psychology. While earnings drive long-term market performance, in the medium term, market movements are influenced by earnings plus the re-rating or de-rating of PE multiples.
BUSINESS
MC Exclusive: $5.2 billion inflows could chase HDFC Bank in August MSCI India Index rebalancing, predicts Macquarie
Finally, the technical overhang on HDFC Bank stock may be coming to an end
BUSINESS
Sushil Kedia shares a trading strategy that commands 90% strike rate for gains
Sushil Kedia says buying into market weakness ahead of election is a sure-shot strategy for gains.
BUSINESS
Current pullback an opportunity to buy, Nifty faces strong resistance, says Sushil Kedia
Investments in mid-cap IT stocks, have the potential to rise by 30-35%, the ace trader said.
BUSINESS
The cost-benefit analysis does not enthuse us to hedge: Ashish Gupta of Axis Mutual Fund
The CIO says he doesn't want to position for an outcome but prefers a longer-term outlook, adding that the fund's forte is spotting business opportunities and trading based on business cycles.
BUSINESS
Less than 25% probability of 20% upmove: US-based hedge fund manager who asked Buffett about India lays out post-election return expectations
India faces risks from escalating oil prices, declining exports if the US slows, and potential market-unfriendly reforms from a new government. However, the banking and financial sectors offer promising opportunities, with high promoter stakes in Indian companies providing investor confidence.
