MARKETS
Short Call: Investors in a mood to buy; paint stocks look dull; RBI action ahead; defaults loom on lenders
Many analysts have been flagging the fact that there have been no significant earnings upgrades in the last couple of quarters and that the trend is likely to persist in this quarter as well
MARKETS
MC Explains: Once profitable out-of-money options now a trap for F&O traders on expiry day
Through this explainer, Moneycontrol tries to make sense of what is happening out there in the derivatives market
BUSINESS
No price hikes for paints industry in FY23-24, reduced rebates will protect margins
JSW Paints clocked more than Rs 1,500 crore in revenues in FY22-23. Currently, the decorative paints segment comprises 55 percent of its revenues, and industrial paints comprise 45 percent
BUSINESS
MC Exclusive: The super-investor you haven’t heard about
With a remarkable investment track record of 44 years, Govind Parikh enjoys the trust and respect of the big boys of Dalal Street but maintains an ultra-low profile
BUSINESS
The Govind Parikh Interview: Creating bear market buying power and other secrets of successful investing
Reclusive, authentic value investor from Chennai talks about his 44 year investment journey
MARKETS
Short Call: 'Hold' is in vogue as war rages, polls near, inflation eases; Infy, HDFC AMC, Hero in focus
Nobody seems to be actually selling and, at the same time, nobody wants to buy big quantities ahead of the general elections. It is a stalemate situation for now
MARKETS
Short Call: IT's not as bad as you think, trust TCS; tech hiring returns; Gaza may dent metals
The bull argument for the IT sector is this: if you stop expecting the crazy growth rates of the pandemic era and make peace with the current rate of growth, then this is not a bad sector to be in
MARKETS
Short Call: Tech stocks steal the show; bond booster from war; Escorts, Indus Towers, NMDC in focus
Big upsides look unlikely as things don’t seem to be getting better in the US, never mind the strong jobs market
BUSINESS
Algo mania? FinNifty put premiums spike across the board, trigger stop-losses
Seasoned traders say the number of traders looking to make a quick buck on expiry day has been steadily rising over time. The NSE has weekly options contracts expiring on all days except Friday, and the BSE has a weekly options contract (Sensex) expiring on Friday.
BUSINESS
Short Call: Of hopes of brighter Q2 and blaze in Middle East; eye on Indian Hotels, Prestige Estates, Berger
At this point, nobody seems to be too concerned about the war in the Middle East, or about anything else, for that matter. The common view is that the second quarter earnings will have more good news than bad news
BUSINESS
Short Call | Markets in Middle East malady; TCS, Titan in focus; new commodity platform and crude chaos
This has been a bull market that has climbed numerous walls of worries and the general feeling is that besides a short-term spike in crude prices, the latest development in the Middle East does not really change the long-term story
BUSINESS
NAFA’s Balaji on why promoter selling is worrying, importance of tail in portfolio
In a freewheeling conversation with Moneycontrol, Balaji spoke about his strategy, observations, learnings and how his investment philosophy has evolved over time
BUSINESS
Good time to look at furniture stocks, feels this South-based money manager
Balaji Vaidyanath, Director and CEO of Chennai-based NAFA Asset Managers, is betting on the rapid shrinking of home renovation cycles, and the growing acceptance of lighter furniture as households move away from plywood towards MDF.
BUSINESS
Short Call: All eyes on MPC, temporary oil relief, Som Distilleries, Navin Fluorine, Oberoi Realty in focus
Darkening clouds on global horizon seem to have dampened some of the confidence among participants
BUSINESS
Short Call: Strong macros as saviours, soaring US yields worry, IEX, Siemens, RBL Bank in focus
Will India's strong macroeconomic fundamentals come to the market's rescue?
BUSINESS
Short Call | VIX fear index scaring traders; no money in US bond funds; Vedanta, Eicher, Yes Bank in focus
We now have bearish global sentiment, sustained selling by foreign funds and more shares flooding the system. Can the bulls weather this storm?
BUSINESS
Ujjivan Small Finance: 18% guaranteed return, but no takers. Why?
Investors holding shares of UFS stand to make an easy 18 percent once the merger goes through, or so it seems. This is puzzling traders who have been buying UFS to benefit from the arbitrage.
MARKETS
Short Call | Market upbeat ahead of Q2 earnings; Navin Flourine, Vedanta, bank stocks in focus
HNIs look for opportunities to book profits, especially in midcaps and smallcaps, while retail investors look for opportunities to buy cheap, meaning any stock that has corrected 10 percent from its 52-week high
BUSINESS
Spotting the next Bajaj Fin and Chola in NBFC space, according to Green Edge’s Haria
Haria says having identified a company that was looking to grow into a multiproduct NBFC, investors should closely track the strategy for the new products as well as the progress in them.
BUSINESS
Need to create demand through quicker supply, loan against policies: ICICI Pru Life’s Bagchi
The CEO of ICICI Pru Life believes that insurance needs to be demystified for customers, with more awareness, easier onboarding processes. Customers would also be able to access liquidity via their insurance policies without losing their capital, he says.
MARKETS
Short Call | Tough time for equities; MCX, Cholamandalam, Oil India in focus; ray of hope in China
The view emerging now is that if the mood in global markets continues to sour, then Indian equities could struggle in the near term
MARKETS
Short Call | Indian bulls beat global bears on expiry day; power stocks charged up, metals shine
Are bulls confident enough to roll over their positions in the face of the deepening gloom in global markets?
BUSINESS
Short Call | Smallcaps march on, Colgate shines, and fighting climate change one short at a time
Amid Fed worries, Minneapolis Fed President Neel Kashkari says there’s a 50-50 chance that interest rates will need to move significantly higher to bring down inflation
MARKETS
Short Call | Market measures its steps; Escorts, Exide, MCX in focus and rail stocks chug on
Mid and small caps continue to find takers. Not surprising, considering that SIP money is still flowing in
