BUSINESS
D-Street gave a thumbs down to RBI rate cut; here’s why
The market is also worried about the risk-averseness of banks due to fear of NPAs. The RBI needs to announce measures to ensure smooth transmission of liquidity.
BUSINESS
A ferocious bull market awaits, market leadership to see major shift: Ridham Desai
Desai pointed out that COVID-19 has evinced a very strong fiscal and monetary response the world over and it is quite unprecedented as the world has never seen such a response.
BUSINESS
Taking Stock | Market extends gains into third session; experts say trade with caution
Broader markets outperformed the benchmarks as the BSE Midcap and Smallcap indices settled 0.76 percent and 0.72 percent higher, respectively.
BUSINESS
Stimulus unlikely to help banks in near term; stick to quality stocks
Experts believe that banks are going to have tough days ahead as the possibility of a sharp rise in NPAs due to coronavirus-led disruption is higher.
BUSINESS
Trade Setup for Tuesday: Top 15 things to know before Opening Bell
Key support level for Nifty is placed at 8,700.57, followed by 8,577.88. If the index moves up, key resistance levels to watch out for are 9,052.12 and 9,280.98.
BUSINESS
Sensex, Nifty skid over 3% each; top 4 factors behind the fall
The measures announced by the government are long-term positives, there is no immediate trigger for the market to move upward, say experts and market analysts.
BUSINESS
Govt's reforms on coal, mining, defence, aviation long-term positive; 15 stocks in focus
The structural reforms announced by the FM were hailed by experts and they said that the reforms are the long-term positives.
BUSINESS
Reforms for agri, fisheries reflect govt's commitment; 9 stocks that are likely to gain
FM Nirmala Sitharaman on May 15 announced 11 measures to boost the sector, ranging from the amendment of Essential Commodities Act to a Rs 1 lakh crore fund to boost agriculture infrastructure.
BUSINESS
The weekly dossier: Here's what top voices have to say about the market, stimulus
So far, the steps announced by the government have focussed on MSMEs, PSU banks, agriculture and welfare of the poor, which is the need of the hour.
BUSINESS
Market cools off after stimulus package; what is weighing on investors mind?
The Sensex, which jumped 2 percent on May 13, erased all gains the next day to settle almost 3 percent lower. On May 15, the 30-share pack was down over a percent in intraday trade.
BUSINESS
FM's announcement Day-2: No major trigger for market; expect a weak to flat opening on Friday
On Day-2 of her press conference, Finance Minister Nirmala Sithraman kept the welfare of society's lower strata in focus while revealing the second tranche of Prime Minister Narendra Modi's mega Rs 20 lakh crore stimulus.
BUSINESS
Sensex, Nifty wipe out stimulus gains; 5 factors weighing on market
Investors seek more clarity before assessing the impact of the Rs 20-lakh-crore stimulus package on the economy and the market.
BUSINESS
FY21 may be a washout for auto, ancillaries; 9 buy ideas with 2-yr horizon
For business analysis, FY21 will not be appropriate and it will be meaningful to focus on the next two-three years, Reliance Securities has said.
BUSINESS
FM's Day-1 announcements: Here is what top global brokerages have to say
The Finance Minister announced the first tranche of the mega stimulus package on May 13 and said that the remaining details of the Rs 20 lakh crore stimulus package will be disclosed in the next few days.
BUSINESS
Stimulus package announcement | Overall positive but don't expect a big rally on Thursday: Experts
While the FM's announcements may influence the mood of the market, the benchmark indices may not see a surge as they are driven by large private sector banks, which are not likely to gain much from the FM's announcements.
BUSINESS
PM's announcement is manna from heaven; these sectors are likely to gain most
This is the largest stimulus package among the emerging markets (EMs), bigger than that of a few OECD countries, including Canada and South Korea, as well.
BUSINESS
Banks, NBFCs may have tougher days ahead; HDFC twins better placed
Experts point out for banks, the next two quarters would be difficult in terms of growth and asset quality.
BUSINESS
Govt's announcement minimises risk to medium-term growth, financials to be the biggest beneficiary: Nomura
The package quantum includes the fiscal and monetary support that has already been provided thus far. This amount is two-thirds the size of the government budget announced this February.
BUSINESS
COVID-19 likely to trigger change in market leadership, de-rating likely for BFSI
Some sectors appear to be in terrible shape as compared to others. Aviation, hospitality, travel & tourism, NBFCs appear to be in serious trouble. Others such as automobiles, metals, mining, transportation, too, are likely to witness significant challenges in the coming months.
BUSINESS
Fertiliser sales up 47% in April, demand to remain healthy; 5 stocks to buy
The fertiliser sector is likely to see positive growth due to healthy underlying demand as India's agricultural sector is seen as less effected by the coronavirus outbreak.
BUSINESS
Taking Stock | RIL, HUL help Sensex, Nifty end higher but analysts remain wary
The economic fallout of COVID-19 remains an overhang and analysts believe that the market will remain volatile in the near-term.
BUSINESS
Pharma sector in a sweet spot: Axis Capital picks 6 winners in the sector
Some brokerages and market experts believe the COVID-19 will bring about a change in market leadership and pharma will emerge stronger.
BUSINESS
Tax hike damaging for liquor companies; COVID-19 challenges may linger
Taxes have been raised to replenish revenue, but it is unlikely that these would be rolled back after the pandemic is brought under control and the economy takes off.
BUSINESS
A longer period of pain for consumer durables and capital goods, but brokerages see strong growth in 5 stocks
While some sectors of the economy may see some relief after the lockdown ends, there are some, such as capital goods and consumer durables, that may have to wait for a longer time to see normalcy return to them.
