MARKETS
US markets retreat from record highs; GIFT Nifty trades flat-to-positive
US markets hit pause to bullish run, GIFT Nifty trades higher, Asian markets end positive while European markets trade in the red.
BUSINESS
US Markets recover from previous losses amid rate cut expectations; GIFT Nifty declines
US markets recover on rate cut expectations, while European markets diverge. Asian indices see slight decline, Indian indices end positively on February 29. Crude oil trades higher. DIIs sell, FII/FPIs purchase.
BUSINESS
US markets extend losses ahead of inflation data; GIFT nifty trades flat-to-positive
Global markets exhibited mixed trends as US indices dipped before inflation data, while GIFT Nifty held steady; oil prices surged amid geopolitical tensions.
BUSINESS
US markets hold steady as investors await key PCE data; GIFT Nifty also trades marginally lower
The US markets were trading marginally lower as investors wait on economic data, thus pausing the last week’s bullish record high run. GIFT Nifty too edged lower. The European markets, however, traded in green, with German Dax again leading gains. Indian markets too ended higher on February 27.
BUSINESS
GIFT Nifty sees marginal gains, US markets trade flat
GIFT Nifty edges up by 0.4 percent while US markets trade steady. Nikkei hits record high, S&P 500 and Nasdaq show slight upticks. European markets diverge, with German Dax leading gains. Indian markets slip on mixed global signals.
BUSINESS
S&P 500 hits 5,100 milestone for 1st time buoyed by Nvidia earnings, Gift Nifty trades flat
US markets extend gains supported by Nvidia's $2 trillion market cap, European markets also trade in green. Japan's Nikkei crossed its 1989 peak on February 22 while the Indian indices were dragged down on February 23 owing to higher selling in the IT, metals and banking
INDIA
Budget builds foundation to navigate global economic complexities, says NSE's Ashish Chauhan
Ashishkumar Chauhan believes the budget to be in line with the country’s foundation to navigate the complexities of global economic landscape during the Kartavyakaal over the coming years while achieving a Viksit Bharat by 2047
BUSINESS
Opportunities in Indian market amid global corrections: Mihir Vora’s investment recommendations
Vora's key recommendations include sectors such as power, renewables, real estate, and more, given growth potential and resilience amid economic uncertainties.
BUSINESS
HDFC Bank will re-rate in next 12-18 months: Nitin Aggarwal of Motilal Oswal
The HDFC Bank stock traded flat at Rs 1,554.50 on September 21 and has delivered a negative 1.78 percent return over the past month.
BUSINESS
Be careful of mid and small PSU banks, says Ajay Bagga
The market expert believes allocating more than 2 percent of funds towards the small cap PSU banks is not advisable despite the Nifty PSU bank index delivering a 10.14 percent return over the past month as against the Nifty bank index’s 1.43 percent return.
BUSINESS
Time for caution on business-to-govt stocks now after 18-month rally: Amit Jeswani
The B2G sector, including defence, railways, and other such companies, has reached the end of its rally, Amit Jeswani observed. But other trends may open up in 2024.
BUSINESS
Prashant Khemka is bullish on pharma and specialty chemicals companies. Here’s why
As of September 13, the Nifty pharma index has delivered a 33 percent return over the past six months and 21.82 percent return over the past year.
BUSINESS
Nifty at 20k: Milestone reflects rising India but must watch out for surging oil prices, says Nilesh Shah
Nilesh Shah, CEO of Envision Capital, hails Nifty's 20,000 milestone as a sign of India's strength. However, he cautions that crude price fluctuations could pose a risk to India’s macros. Shah is bullish on Mid and SmallCaps and feels that long-term structural growth opportunities will revolve around the 3Cs – Credit, consumer and the capex plays.
BUSINESS
Nifty at 20k: Here’s Atul Suri’s take on what can stop the market rally
Market expert Atul Suri highlights how a rise in US bond yields can hinder the growth of Indian markets. He believes that the narrative of rate hikes bottoming out towards the year end may prove false.
BUSINESS
Nifty at 20k: A part of a long journey and not a destination, says Vijay Kedia
Amid the rising interest of investors towards mid-cap and small-caps, Kedia flagged caution for new investors getting tempted by 'Bhangaar cap' stocks that are never talked about and looked at
BUSINESS
BSE shares soar 7 percent after buyback offer price raised to Rs 1,080
The BSE announced the revised buyback offer price of Rs 1080 as against the previous price of Rs 816 on September 1st 2023.
BUSINESS
Why small-caps fail to charm Andrew Holland of Avendus Capital Public Markets Alternate Strategies LLP
Market expert Andrew Holland is wary of small-cap stocks despite their recent rally. He emphasized the need for careful stock selection and questioned the transition possibility of small and mid-cap companies into large caps.
BUSINESS
Why Andrew Holland thinks interest in defence, renewables won’t dim anytime soon
Andrew Holland is also bullish on beverages, services and electronics sectors. Global interest and rising capital expenditure will offer lasting growth opportunities, he tells Moneycontrol
BUSINESS
Jhunjhunwala’s wisdom benefitted all of us: Madhu Kela
Kela said Jhunjhunwala taught home some key life lessons: humility, how to conduct oneself, how to avoid controversy, and to always have an opinion of one’s own
BUSINESS
I want 30 chartered accountants working for me: Rakesh Jhunjhunwala
India’s cherished stock market expert, Rakesh Jhunjhunwala, was a chartered accountant, investor, trader and film producer. He stated in another interview with CNBC-TV18 that if he weren't a trader, he would be a journalist.
BUSINESS
Big Bull Jhunjhunwala’s favourite CEOs
Billionaire investor Rakesh Jhunjhunwala's top CEO picks include Bhasker Bhat of Titan Industries for exceptional leadership, citing an 85660.68% stock return in 20 years and Adi Godrej, Chairman of Godrej Group for his transparency, capital returns, despite Jhunjhunwala not holding their stocks.
BUSINESS
Fund managers sceptical of infra stocks opportunity because of past experience: Nilesh Shah
Kotak AMC’s Nilesh Shah urges caution and emphasizes the need to focus on companies with strong governance and minimal leverage to ensure long-term success in the infrastructure segment. He remains vary of investing in the infra stocks due to unsuccessful past investment experiences.
BUSINESS
Markets are a 'Triveni Sangam' of fundamentals, flows and sentiment: Nilesh Shah
Nilesh Shah of Kotak AMC identifies the key driving forces behind today's markets: fundamentals, flows, and sentiments. With limited investment options in certain markets, foreign investors are directing their funds towards India, bolstered by the "China Plus One" sentiment.
BUSINESS
India’s growth story takes a leaf out of Akbar-Birbal Kahani, says Nilesh Shah
Nilesh Shah believes India's growth shines amidst global economic challenges. He credits government-private sector collaboration for India's visible growth and advises investors to stay invested for the country's long-term growth while being prepared for short-term uncertainties
