BUSINESS
Next HDFC Bank will be discovered by HNIs, not FIIs; SME platform the IPL of investing: Gunavanth Vaid
India is in a sweet spot till 2030. In between, there will be ups and downs in the market, Gunavanth Vaid said
BUSINESS
Amid a raging bull market, forensic accounting expert Ashwini Damani offers tips on how to spot red flags
In an interview with Moneycontrol, Damani spoke about the accounting red flags that investors should keep an eye out for.
BUSINESS
Low fiscal deficit target, more elbow room for private sector borrowing key Budget positives for stock market
The government’s commitment to fiscal discipline by setting a low fiscal deficit target of 5.1 percent has the potential to translate into a long term positive through a potential upgrade in sovereign ratings.
MARKETS
What stock markets want to hear from the FM. And what they do not
For the time being though, terms like liquidity, price earnings multiples, order wins need to be kept aside and the conversation shifts to more high sounding terms like fiscal consolidation, tax revenues, tax to GDP ratio and stuff
BUSINESS
Cap goods can still be a stunner; watch out for price action, says this PMS fund manager
The capital goods, which recently came out of a long business downcycle sees a kind of improvement which is surprising even the promoters, says Nirav Parikh of Molecule Ventures
BUSINESS
Junk index signals exuberance, chemical stocks may fall more: Molecule’s Parikh
The junk index has around 85 stocks with corporate governance issues, and which only participate in the fag-end of the bull market
MARKETS
HFT Watch | Top algo-firm takes a giant leap, ramps up cash market bets in mid, small caps
Market watchers say the trend of HFTs getting more active in the cash market could be driven by two factors. One, mid and small caps have outperformed large caps by a huge margin. Two, competition appears to be heating up in the equity futures and options segment
MARKETS
Nifty bull run to last till April, but be very cautious from mid-May to July: Astro cycle expert
Sharma, who has been tracking financial and commodity markets for close to three decades now, sees Nifty getting within sniffing distance of 24,000 by mid-May
MARKETS
Big Picture | Options trading mania cooling off; amateur traders exiting as profits shrink
Analysis of the turnover in index options shows that the growth in value of premium turnover (option premium multiplied by quantity traded) has eased significantly in this financial year
BUSINESS
Short Call: Perils of buying expensive stocks, HDFC AMC back in favour, can Hero do a maverick, Metro Brands, Infy Q3
The popular view among investors is that good companies will always be expensive in this kind of a market and they are likely to stay that view.
BUSINESS
Short Call: Auto Inc's dilemma, challenge for chemicals, Delta Corp, Vedanta, IGL in focus
Manufacturing is a good space, but the challenge is stocks are expensive, says Kenneth Andrade of Old Bridge. He expects the chemical sector to be in a downcycle for a while.
BUSINESS
Algo trading firms rake in big bucks; Graviton top dog with Rs 3,500-cr revenue
Most HFTs had a bumper FY23 even as benchmark indices Nifty and Sensex were flat
BUSINESS
Bulls vs Bears 2024 | Popular theories on why the rally should continue, and counterarguments
Let us take a look at some of the wildly bullish theories in favour of the bull market, and also why you should not take anything for granted
BUSINESS
Small-caps doing concalls is a sell signal for this contrarian investor
Keshav Garg, the 38-year-old founder of Counter Cyclical Investments, focusses on companies whose businesses are easy to understand. BFSI, gems and jewellery, and technology companies are no-gos. Also, he avoids sectors that are in the limelight
MARKETS
Short Call: Disconnect in market? Snowman melts owners, Radico Khaitan relook, Swan Energy, Adani Green in focus
There's a disconnect between the market's willingness to pay a premium for growth-focused but capital intensive companies (construction, chemicals, among others) and the true value of the companies based on the cash flow analysis
BUSINESS
Data, disclosures in abundance, but relevant info lost in the flood: finance veteran Bala
In a finance career spanning 35 years, Balakrishnan a.k.a Bala was part of the founding team at rating agency CRISIL, and worked in multiple roles across banking, credit, and equity markets as analyst, head of research, CIO and CEO.
BUSINESS
Retail investors underestimate options trading risks; returns may shrink, says Findoc’s Sood
Sood advises retail investors to stick to fundamental investing because it will be hard for them to compete against sophisticated algo firms.
MARKETS
Short Call: GDP boosts D-St bulls, Kesoram cracks on cement spin-off, Tata Power charged up, and Dalmia Bharat gets sweeter
Given the euphoric mood in the market and that everything related to power is hot, bulls may be willing to bet that the management could be proved wrong
BUSINESS
Pirate algos front run bulk deals, leave brokers, fund managers fuming
Bulk deals are negotiated beforehand between the buyer and seller and then entered into the trading system.
BUSINESS
HFTs fish for profits in illiquid stocks, leave market guessing
What’s caught the attention of many market observers is that many HFTs are now active in shares with a market capitalisation of less than Rs 500 crore.
BUSINESS
Lion Hill’s Krishna Kumar on his investment style, filters, valuing stocks, and diversification
Kumar managed Sundaram’s hugely successful small cap and midcap funds and was Chief Investment Officer when he left the organisation in 2021. In a free wheeling conversation with Moneycontrol, he spoke about his approach to investing, how he values a stock and why he prefer a diversified portfolio rather than taking concentrated bets.
BUSINESS
Alternative data will become democratised like financial data in 2-3 years: Thurro founders
The founders discussed their motivation for entering the field of compiling unstructured data, making sense of it, and shared their insights on the evolving landscape.
MARKETS
Short Call: In a new world of uncertainty and instability, success hinges on leaders from disruption
Vedanta, Mankind Pharma in focus, Nykaa on a rally, as market harps on capex story
MARKETS
Short Call: Bulls brave banking woes; Blue Star in pink; Balakrishna, Dalmia Bharat, bank stocks in focus
Banking and non-banking finance stocks tanked on Friday after the RBI tightened norms for personal loans and credit cards to check the unbridled growth in this segment
