BUSINESS
How Jim Simons pioneered quant investing to outperform Warren Buffett, George Soros
Jim Simons retired as CEO of Renaissance Technologies in 2010, though he continued to play a significant role as chairman until 2021.
BUSINESS
Powell’s dovish policy may provide relief to markets, again spark hope of early rate cut instead of hike
Powell’s comments seem to have allayed to some extent fears that the interest rate cut would be pushed away to November -- traders are now eyeing a rate cut as early as September.
BUSINESS
ICICI Bank Q4 Preview: Earnings seen muted, profit flattish as margin compression offsets loan growth
ICICI Bank's Q4 earnings are expected to remain subdued, as margin compression offsets sustained loan growth. However, analysts predict stable asset quality, with contained slippages and provisions.
BUSINESS
HDFC Bank Q4 preview: Focus on deposits to keep margins steady but income growth may drag
The lender moderated loan growth in Q4 in favour of a strong focus on deposit mobilisation. Exceptional income will also likely bolster quarterly earnings in a challenging environment.
BUSINESS
How Mauritius slipped down the ranks of nations sending highest FPI India’s way
The year 2013 marked a turning point, when FPI assets from the United States soared past that from Mauritius for the first time at Rs 3.59 lakh crore.
BUSINESS
What is the recent amendment to the Indo-Mauritius tax treaty and its impact on foreign capital flows?
India and Mauritius continue to make efforts to combat tax avoidance, this time by amending their Double Taxation Avoidance Agreement (DTAA) with a new Principal Purpose Test (PPT). This seeks to ensure that only genuine investments benefit from treaty provisions, rather than those solely for tax avoidance purposes.
BUSINESS
TCS Earnings Preview: Q4 revenue to ride on deal wins; margin, profitability to improve
TCS is likely to lead Q4 earnings growth among large-tier IT firms riding on large deals, with margins seen improving and deal wins continuing
BUSINESS
Q4 earnings preview: Mid-tier IT revenue growth may beat large firms, low US spends continue to hurt
While several brokerages have varying expectations on IT companies’ Q4 revenue growth, with estimates ranging from (-)2 to 5 percent QoQ, most analysts say strong mid-tier firms will outperform tier-1 players
BUSINESS
Analyst Call Tracker: Optimism distributed across sectors in March; time for selective stock picking
Investors, while optimistic, are not unaware of the potential risks facing the market. Yet, the market's overall sentiment has been relatively buoyant. Moneycontrol Analyst Call Tracker for March highlighted a strong preference for banking stocks, with IT stocks facing scepticism. The emphasis is on selective investment strategies.
BUSINESS
Analyst Call Tracker: Pain continues for IT stocks
IT companies have had a weak year due to weak discretionary spends in the US, one of the biggest markets for Indian firms
BUSINESS
India stocks @ Rs 400 trillion: What caused the last Rs 100 trillion swell
The latest Rs 100 lakh crore addition in BSE firms’ market capitalisation came along in just 9 months. India's stock market has soared over the past year, driven by a mix of strong economic indicators, burgeoning domestic investment, and political stability.
BUSINESS
Analyst Tracker: Banking, finance stocks continue to be analysts’ darlings
Brokerages are bullish on banking stocks as credit growth remains strong, with personal loans outpacing other sectors. An improvement in asset quality and decline in credit cost are also leading to improved profitability
BUSINESS
RBI monetary policy: Stock markets take central bank's cautious optimism in their stride
Equity markets were cautious but unfazed by RBI MPC decision to keep repo rate unchanged for the 7th time in a row, with an unwavering focus on containing inflation. Robust economic outlook, improving consumption and investment may support markets, albeit with caution over inflation, said experts.
BUSINESS
Ramesh Damani hopes for policy continuity as polls near, lists sectors to bet on if BJP returns
India's story is unfolding, and we will do well irrespective of the government we have, said Ramesh Damani. He said that markets like political stability and hopes that policies that have been going on for the last five years will continue for another five.
BUSINESS
Ramesh Damani spells out 3 Ds of Indian markets’ bull run; says best time to invest is ‘now’
The best time to invest in Indian equities was in July 1991 before Manmohan Singh announced economic liberalisation; the next best time is now, said Ramesh Damani
BUSINESS
Will Sebi advisory on small- and mid-cap funds cause forced selling?
In 2023, mid cap funds saw inflows worth Rs 22,913 crore and small cap schemes saw inflows of Rs 41,035 crore. On the other hand, large cap schemes saw outflows of Rs 2,968 crore.
BUSINESS
Explained: Are PSU stocks rising on fundamentals, or only on momentum?
The PSU stocks’ rally has the market divided, with some saying that the government stocks are finally getting their due, while others arguing that there's too much optimism due to momentum.
BUSINESS
Making losses on 9.20 short straddle? Backtest suggests adjustments to improve strategy
The 9.20 short options straddle has gained popularity among algorithmic traders for executing simultaneous call and put options plays on the Bank Nifty index. However, a backtest performance study shows periods of significant drawdowns in the recent years.
BUSINESS
Long calendar spread: The profit strategy for option writers in times of low volatility
Option writers can use long calendar spread strategy mixing up long duration and short-duration options buying and selling to gain from the difference in their Theta decay
BUSINESS
Markets start Samvat 2080 with a bang: Investors may make stellar gains, if these risks managed well
Veteran investors expressed confidence in India's growth path, irrespective of whichever political party comes to power after the 2024 elections
BUSINESS
TCS Earnings Preview Q2FY24: Moderate growth to continue despite major deal wins
TCS, India's top tech services company, is set to unveil Q2 FY24 earnings on October 11, with analysts expecting moderate growth amid weak discretionary spending. Despite significant deal wins, the company faces a profit realization time lag.
BUSINESS
Markets may open in red as Israel-Hamas war intensifies, but recover later
Crude oil prices jumped 3-4 percent in the early morning trade, with Brent crude shooting past $87.4 a barrel and WTI crossing the $85.7 mark
