BUSINESS
How to position your portfolio for the coming US elections
A potential change of US regime in favour of the Democrats can have a salubrious impact on the “equity risk premium” - as a more collaborative world would reduce risk.
BUSINESS
Concor: Buy only for the long haul
From an investment standpoint, Concor appears a safe bet considering its cash-rich balance sheet and monopolistic position in the domestic container transportation market.
BUSINESS
Why Dalmia Bharat merits attention
Dalmia Bharat has historically displayed the traits of a strong business as the company has consistently increased market share in the cement industry
BUSINESS
Polycab India: Wait for a correction
Polycab India is well placed to navigate the challenges on the back of its market leadership position and healthy balance sheet
BUSINESS
Berger and Asian Paints: Resilience to the fore, but valuations richly coated
Both companies enjoy strong fundamentals, but we maintain caution on the sector due to elevated valuations and lingering uncertainty over changes in consumer behaviour.
BUSINESS
Investment strategy: A playbook for a bubbly stock market
From a market standpoint, loose fiscal and monetary conditions are the perfect ingredients of a raging bull market in equities
BUSINESS
Pidilite Industries: Book profits as rich valuation caps upside
BUSINESS
This company is our preferred play to ride the ‘Make in India’ theme
BUSINESS
Transport Corporation of India: Bumpy road ahead
BUSINESS
Hyderabad Industries: Rebuilding its business gradually, but valuations have run ahead
BUSINESS
Radico Khaitan: Long-term cheer stays intact
Investors should gradually build positions in the scrip as its valuation multiples appear reasonable
BUSINESS
Crompton Consumer – Cost savings take centre stage
BUSINESS
AC companies: Best to be on the sidelines
BUSINESS
Midcap cement sector had a good show so far, but can investors bank on it?
BUSINESS
Can liquidity fix the broken correlation between economy and stock markets?
BUSINESS
UltraTech Q4: Wait for headwinds to reflect in valuations
BUSINESS
TCI Express: Why investors should avoid for now
BUSINESS
Havells India – Disappointing Q4, pandemic adds to headwinds
BUSINESS
Shree Cement: A solid Q4, but premium valuations difficult to sustain
BUSINESS
Ambuja Cements Q1CY20: Solid balance sheet provides comfort
BUSINESS
This debt-free company can weather the current storm
BUSINESS
ACC has the ability and cash to ride out this storm
BUSINESS
The 2020 stock market crash is a harsh reality check for momentum investors
The strategy has gone awry as the outbreak has disrupted the global economy and pushed the world to the verge of a global recession
BUSINESS
When will global markets bottom out?
