BUSINESS
From high to hangover: Why the ‘Trump’ trade is not a win-win for anyone, including Indian investors
Here are the inherent contradictions in the obvious Trump choices
BUSINESS
In FY25, we will need FII flows to support the market: Saurabh Mukherjea
The founder of the portfolio management service weighs in on the good and the ugly that the Indian market has seen and has emerged stronger from. He also has a word of caution about the bad that could be around the corner later this year.
BUSINESS
Current valuations 10-25% above 15 year average but they are justifiable: Prashant Jain of 3P
In a wide-ranging interview, the founder and CIO of the investment advisory firm gives the broad contours of a sound investment strategy and highlights likely risky bets while reposing faith in India's economic story.
BUSINESS
We approach investing like farming, harvesting different crops in different seasons and not all at one go: Enam’s Manish Chokhani
Long-term earnings for small and mid-caps could average 13–15% annually, potentially doubling every five years. While short-term corrections in valuations are expected, a widespread earnings contraction seems unlikely, says Chokhani.
MARKETS
Mukul Agrawal on Ratan Tata: My most admired leader, not because of shareholder returns
Agrawal said the biggest lesson investors and entrepreneurs can take from Rata Tata is service to society.
BUSINESS
Hyundai Exclusive | Valuation left to bankers; we’ve consistently delivered value, will look at dividend policy after 2025; Creta EV could be a game-changer: Management
As one of the biggest IPOs in Indian capital markets history opens, Moneycontrol spoke to the top management of the company in question, including Managing Director Unsoo Kim, COO Tarun Garg, and CFO Wangdo Hur, to understand their growth strategy and other issues concerning investors.
BUSINESS
Samir Arora on market fall: China re-balance only tactical short-term move, can’t predict geo-political risk, be ‘reactive’ to global cues
Founder and CEO of Helios Capital Samir Arora spoke to Moneycontrol on the concerns that are causing markets to fall
BUSINESS
MC Exclusive: Prashant Khemka on Geopolitical Risk, China Stimulus, and His Investment Strategy
Founder of White Oak Asset Management, Prashant Khemka, talks about how to navigate the current market volatility.
BUSINESS
Sebi to announce F&O measures "very soon" through a draft circular
A draft circular regarding stricter regulations on derivatives trading is expected to be issued soon, and as per sources these proposed regulations do not need the approval of the SEBI's board.
BUSINESS
Crucial Sebi board meeting on Sept 30, first since controversy over Chairperson
Allegations against Buch may be discussed, but a formal agenda is yet to be finalized
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.
