BUSINESS
Stock Market Crash: Don’t see major changes at policy level despite reduced majority, says PPFAS MF’s Rajeev Thakkar
Thakkar believes a coalition government may slightly delay decision-making but won't alter policy significantly, reassuring the market.
BUSINESS
Short Call: It is a one-way street for bulls, Cochin Shipyard, Suzlon Energy in focus
"I always believe that prices move first and fundamentals come second." - Paul Tudor Jones
BUSINESS
Short Call: Who will take the market higher, India’s Gen AI advantage, iron ore prices, Tata Steel, Apollo Hospitals, NOCIL, Muthoot Fin in focus
"Expect the extreme. Don’t think in terms of boundaries that limit what the market might do. The unexpected and the impossible happen every now and then." - Richard Dennis
MARKETS
Book profits in PSUs, cap goods, realty, buy more of large caps: Goldilock’s Gautam Shah
Gautam Shah cautioned that mid and small caps were richly valued, so investors should have a higher share of large cap stocks in their portfolio.
BUSINESS
Short Call: Algos will drive sentiment, the bull case for silver, NMDC, RITES, Bata, Lemon Tree in focus
"Know what you’re investing in, and if you’re confident in the outcome, stay true to your position." - John Paulson
BUSINESS
Short Call: Waiting for FIIs to buy the India story, copper prices wobble, Campus leaps, RR Kabel, LIC, Concord in focus
"I like putting all my eggs in one basket and then watching the basket very carefully." - Stanley Druckenmiller
BUSINESS
Short Call: The unseen risks to the SIP story, NALCO, Doms Industries in focus
"Investment psychology is by far the most important element, followed by risk control, with the least important consideration being the question of where you buy and sell." - Tom Basso
BUSINESS
Short Call: The perils of holding huge positions; Hindalco, Astra Microwave, Glenmark in focus
"The key to making money in stocks is not to get scared out of them." - Peter Lynch
BUSINESS
Short Call: Street tries to work out combinations of poll results, Indigo, Bikaji Foods in focus
"Know what you own, and know why you own it." – Peter Lynch
BUSINESS
Short Call: FIIs’ flip flop, RBI kicker for cap goods, GE T&D, Sun Pharma, Cochin Shipyard in focus
“The way to build wealth is to preserve capital and wait patiently for the right opportunity to make extraordinary gains” - Victor Sperandeo
BUSINESS
Short Call: Market warming for rain dance post poll vault; Concor, GR Infra, Metropolis Health, BHEL, BEL in focus
"The idea that a bell rings to signal when to get into or out of the stock market is simply not credible. I don’t even know anybody who knows anybody who has done it consistently ." - Jack Bogle
BUSINESS
Money waiting on sidelines an exaggeration; valuations unsustainable: Aequitas’s Bhaiya
Aequitas Investments’ MD & CIO Siddhartha Bhaiya does not think an adverse election result is the primary risk in the short term.
BUSINESS
Short Call: Bulky order books a double edged sword, IT sector, JSW Steel, Aptus, Delhivery in focus
"Look at market fluctuations as your friend rather than your enemy; profit from folly rather than participate in it." - Warren Buffett
BUSINESS
Short Call: Market obsessed with voter turnout; Shree Cement, M&M, HAL and Info Edge in focus
"Stock market bubbles don’t grow out of thin air. They have a solid basis in reality, but reality as distorted by a misconception." - George Soros
BUSINESS
Wild Nifty swings on weekly expiry day spark chatter of manipulation by HFT cartel
Coincidentally, the sharp swings on both occasions happened to be on a Thursday, which is the expiry day for weekly Nifty options.
BUSINESS
Short Call: Recovery or F&O expiry? DLF, Colgate, Apollo Tyres, Oberoi, Dixon in focus
"Markets are constantly in a state of flux; money is made by discounting the obvious and betting on the unexpected" – George Soros
BUSINESS
Pre-IPO market in tizzy as SEBI flags 200-investor cap; merchant bankers look at workarounds
An unlisted company cannot offer shares to more than 200 investors in the same financial year, except through IPO. Merchant bankers are suggesting workarounds to their investor clients.
BUSINESS
Short Call: Meme stocks the rage, plywood- prices up, recovery in chemicals, Berge, Siemens in focus
“The difference between playing the stock market and the horses is that one of the horses must win.” - Joey Adams
BUSINESS
Short Call: This correction is no correction, HUDCO, Zomato, JSPL, UPL in focus
“People who thought there was a bubble, and that prices were too high, find themselves questioning their own earlier judgments, and start to wonder whether fundamentals are indeed driving the price increase.” - Robert J. Shiller
BUSINESS
Short Call: Bulls continue to struggle, Tata Motors slammed, Sharda, Dilip Buildcon, Cipla, BoI in focus
"Bull markets go to people's heads. If you're a duck on a pond, and it's rising due to a downpour, you start going up in the world. But you think it's you, not the pond." – Charlie Munger
BUSINESS
Short Call: Bear argument for defence stocks, realty signals, Kajaria, Cipla, Polycab, BoB, Alembic in focus
If defence companies continue to make super profits, the government may somewhere down the line look at capping the margin.
BUSINESS
Short Call: Bargains or falling knives, cement cracks, recovery in chemicals, KEC, TVS, Asian Paints, Tata Power in focus
"The stock market is a no-called-strike game. You don't have to swing at everything -- you can wait for your pitch." – Warren Buffett
BUSINESS
Short Call: A new bull argument, Pidilite, Dr Reddy’s, KEC, United Breweries, Route Mobile in focus
“The goal of a successful trader is to make the best trades. Money will follow.” - Alexander Elder
BUSINESS
Short Call: Operators, HNIs unwind F&O bets, case for FMCG, Arvind, Titagarh, CG Power in focus
The waste of money cures itself, for soon there is no more to waste. - M.W. Harrison
