BUSINESS
Short Call | Power play at bourses, hope for IT services amid fresh crude shock; Jubilant, Voltas in focus
Rally in mid-cap and small-cap shares is tempting the resoluteness of most people who have so far resisted the temptation
MARKETS
Short Call | Quest for new stories, cheap diamonds, Morgan Stanley’s post-poll forecast, Berger Paints, Escorts in focus
The rally in mid-cap and small-cap shares shows no signs of abating, but there are signs that it may soon turn out to be a race to the bottom
BUSINESS
Option trading mania has reduced big payoff chances on expiry day: Squareoffbots founder
Most traders are finding it harder to make big profits because the volatility in a particular index on expiry day has reduced significantly, says Kirubakaran Rajendran
MARKETS
Short Call | Banks see the churn; IDFC Bank, MCX, NMDC steal focus; cement makers seek price hikes
Last year, it was IT employees who were getting good deals from their employers. Now it seems to be the turn of bank employees to have their day in the sun
BUSINESS
Why Shyam Sekhar thinks irrational smallcap valuations may continue, and stays bullish on logistics
There is a fear of missing out (FOMO) among investors, and this could drive valuations even higher for some more time before sanity returns, Shyam Sekhar, founder of ithought Financial Consulting, shares in an interview to Moneycontrol
BUSINESS
Penny stock on BSE swings between Rs 149 and Rs 2 in single session
Trading in shares of Vision Corp was frozen at Rs 1.90 on September 1, after there were only sellers.
BUSINESS
Short Call: Buyers suffer from vertigo, Gujarat Gas, Torrent Pharma in focus, refining margins soar
According to media reports, Torrent is said to be the frontrunner to buy the Cipla promoter group’s stake in that company.
BUSINESS
Short Call: MSCI candidates in focus, Diagnostic shares regain favour, Escorts faithfuls reap bumper gains
Stocks that are set to be part of the MSCI indices are expected to be volatile as operators hand over stock to fund managers, mostly in the closing hours of trade.
BUSINESS
Fat finger trade in Nifty Bank options at 90% discount puts spotlight on algo strategies
Derivatives traders are surprised how the freak order managed to find its way into the system bypassing the NSE’s Limit Price Protection mechanism, considering that the price was 90 percent below the prevailing market rates
MARKETS
Short Call | Defence still a clear favourite, HDFC AMC, Deepak Nitrite, Aarti Industries in focus
“The market is not going anywhere soon” seems to be the general attitude. Defence stocks, however, seem to be an exception to the trend
MARKETS
Short Call | Sun TV’s get out of Jail(er) free card, traders’ fresh stab at Chennai Petro, China Diary
Zomato shares closed higher, despite Tiger Global exiting the company. Is it a sign that the Street is confident about the glide path to profitability?
BUSINESS
When betting on small caps, track capex decisions closely: Arvind Kothari
In a free-wheeling conversation with Moneycontrol, Arvind Kothari, the founder of Surat-based Niveshaay Investment Advisors, spoke about his learnings, strategies, and the highs and lows of his investing journey
MARKETS
Short Call | Focus stays on Nifty support levels, China gloom deepens, and a hawkish Fed
Profit-booking seems to be catching up with second line shares as well, though it is early to call a trend
MARKETS
Gold rush in NBFCs rekindles the boom of 90s, may not end well: PPFAS’s Rajeev Thakkar
The widely held view among analysts is that the performance can sustain, thanks to robust demand for loans. Banks are on a good wicket but Rajeev Thakkar, CIO of PPFAS Mutual Fund, is not so sure about NBFCs
MARKETS
Banks well-placed, positive on IT, realty; liquidity tightness worrying: PPFAS’s Rajeev Thakkar
At the broader level, Thakkar feels one should not ignore tightening liquidity conditions as higher interest rates would start biting at some point
MARKETS
Short Call | Passive of passive boosts Coforge, existential question on SBI Cards, new kid on HFT block, RBI minutes
Block deals continue to be the rage, and mid-caps and small stocks are faring better than large-caps, despite the general feeling that mid- and small-caps look overvalued
BUSINESS
Short Call: Colgate’s tricky choice, bears eye Max Financial, can Sun TV rerate, China bargain hunters
“Even as the grim prospects of hard landing have receded, global growth is likely to remain low by historical standards in the medium-term,” RBI Governor Shaktikanta Das said.
BUSINESS
Short Call | Wealthy investors' rush for profit, CarTrade vrooms, F&O punters' craze for Nifty Midcap, GMR Infra in focus
The easy money in smallcaps and microcaps appear to have been made, and wealthy investors are now trying to figure how they can cash some of their paper profits in these stocks
MARKETS
Short Call | Investors give Tata Power another chance, why F&O ban list gets longer, rising rates pinch
With the earnings season behind, the search is now for the next big trigger
MARKETS
Short Call | Nifty punters switch loyalty, Manappuram, IDFC Bank, Astral in focus, China’s broken model
‘Buy-on-dips’ is still the dominant theme. That is because irrespective of the darkening clouds in global markets, the belief is that strong SIP inflows and retail liquidity will support the stock prices
MARKETS
Short Call | Global economy goes into a tailspin, but India growth story stays intact; Escorts, Bata, REC in focus
The India growth story is intact, but can our high valuations sustain in the backdrop of a bleak global economy?
MARKETS
MC Exclusive | Won’t argue over price; smallcaps, microcaps is a 10-year game: Mukul Agrawal
Right out of college, he began his stock market journey as a trader in the grey market for initial public offerings. Over the years, the reclusive founder of Param Capital Group has built stakes in around 200 listed and unlisted companies
MARKETS
Short Call | Banking story no longer hot; g(l)um for Pidilite shareholders, Berger Paints in focus
A rethink on banking stocks could mean that the Street is not sure if credit growth will be as strong this year as well. If demand for credit remains strong, then margin pressures should not be too much of a worry
MARKETS
Short Call | Age of downgrades; RBI at centre stage; Godrej Properties, Ramco Cements, Lupin, Tata Chem in focus
It is almost a given that the RBI will leave the interest rates unchanged, but bets are that this could be a hawkish pause as retail inflation looks set to top 6 percent in July
