BUSINESS
Radhakishan Damani to be at the helm of Rakesh Jhunjhunwala Trust
Legendary trader turned entrepreneur, Jhunjhunwala often hailed RK Damani as his ‘guru’
TRENDS
Dalal Street titan Rakesh Jhunjhunwala calls time on earth
The outspoken billionaire investor, trader, entrepreneur, philanthropist, and raconteur (with a penchant for risqué one-liners) died in Mumbai of cardiac arrest. A long-time diabetic, Jhunjhunwala’s health took a sudden turn for the worse over the last couple of months.
BUSINESS
Long story short: More pain ahead in midcaps, smallcaps, says veteran trader Sharad Shah
Celebrated short-seller and permabear Sharad Shah says there is still plenty of room for downside
BUSINESS
NSE colocation scam: Some foreign shareholders dumped NSE shares just before SEBI order on Chitra Ramakrishna
NSE co-location scam: The widely touted reason for foreign investors cutting exposure to the NSE shares is the delay in the stock exchange’s plan to go public. But some observers say the flurry of selling in January could have to do with more than just the delay in NSE’s listing plan. The timing of the sales—just a few weeks before the SEBI order—and the price, have raised eyebrows.
ECONOMY
RBI Policy: 20 must-know points from the committee statement
Following are the key takeaways from the Monetary Policy document
BUSINESS
Introducing: The Moneycontrol Classroom
Starting today, we will be publishing a daily article as part of a Classroom series that seeks to answer commonly asked questions about markets and investing.
BUSINESS
With politics out of the way, it is now back to basics for the stock market
Market reactions on the day of big events should be taken with a pinch of salt; after all it is prone to overreact on either sides. And yet there is something about today’s market move that cannot be ignored.
BUSINESS
Explainer: All you need to know about the NSE colocation case
What is the NSE colocation controversy all about, who were the players and what was the modus operandi? Here are the answers.
BUSINESS
Podcast | Sanjay Bakshi talks about emotions weighing in on your investment decisions
Professor Sanjay Bakshi is one of India's foremost experts on behavioural finance and deals with emotional biases that creep into humans' financial decision making.
BUSINESS
Podcast | Sanjay Bakshi: Why you should love your investments but worry about FOMO
For the uninitiated, FOMO is fear of missing out. In investing, it can hurt you when you jump into companies without doing full research or having conviction
BUSINESS
Podcast | Sanjay Bakshi: Genetics may be responsible if you are a bad investor
Professor Sanjay Bakshi is one of India's foremost experts on behavioural finance, the field that deals with emotional biases that creep into humans' financial decision making.
BUSINESS
Podcast | Sanjay Bakshi on discovering Buffett, and how investors can profit from inefficient markets
In part one of this interview, Professor Sanjay Bakshi traces his foray into investing.
BUSINESS
Quick Take | Quality at any cost no longer an argument for consumption stocks
Devotees of the consumption story argued that there were no alternatives to most of the well-established players in the sector
BUSINESS
100-Word Take | For physical settlement in options to work, stock lending needs to be fixed
Outsized trading volumes in options contracts is no reflection of a vibrant capital market. But imposing mandatory physical settlement without supporting infrastructure is no solution either.
BUSINESS
Udayan@Moneycontrol: NBFCs not 'attractive' despite steep fall, market has priced a 25 bps rate hike
FIIs are selling out, but SIP inflows are supporting the market so far. If SIPs start diminishing, the market will take a significantly hit.
BUSINESS
Friday’s carnage in NBFCs, midcaps underscores vulnerability of F&O positions
When operators, who have open positions in multiple stocks and futures, lose heavily in a stock future, they try to make up for it by offloading other positions. This causes a domino effect and other stocks also start tumbling
BUSINESS
Exemplary punishment, not more rules, will improve corporate governance: M Damodaran
You cannot go after 100 percent of the offenders, but you can hand out severe punishments so that people think ten times before they try to game the system, Damodaran said
BUSINESS
Not a good time yet to short the market; upside in Coal India capped: Udayan
Mukherjee said the currency space needs to be monitored closely because the first sign of trouble usually manifests in the currency market than in the stock market.
BUSINESS
Stick to index, debt; don’t get adventurous about midcaps, says Udayan
Mukherjee says the early trends of the first quarter earnings season seems to indicate that the Nifty may struggle to log a 25 percent earnings growth for this financial year. That is because there are hardly any sectors capable of delivering huge earnings surprises
BUSINESS
Expect a sharp global correction by Diwali; worst over for pharma: Udayan Mukherjee
I would be very surprised if pharma companies went back and made new lows or broke their lows from which the rally started, says Udayan, adding the could be over for the sector.
BUSINESS
No big surprise if RBI hikes rates in this policy; stick to defensives for 2018: Udayan Mukherjee
The RBI will likely hold benchmark rates for now but warn the market of an impending hike at the next policy meet in August, says Udayan Mukherjee, consulting editor, CNBC-TV18.
BUSINESS
Markets@Moneycontrol: Markets lose steam after three straight days of rallying
Spike in bond prices led to a sharp fall in public and private banks as the Bank Nifty shed over 270 points, Axis Bank, Kotak Mahindra Bank, ICICI Bank, Yes Bank, and Federal Bank, among others ended in the red.
BUSINESS
Too much pessimism over IT; pharma still not cheap: UTI MF’s Subramaniam
The IT industry is not in dire straits as the market is making it out to be, says Vetri Subramaniam, Group President and Head of Equity, UTI Asset Management
