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Shishir Asthana

Principal Analyst, Research

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Moneycontrol Pro Panorama | Oil market heats up

BUSINESS

Moneycontrol Pro Panorama | Oil market heats up

In today's edition of Moneycontrol Pro Panorama: Japan's bank rate hike and its implications, current political situation re-asserts belief in cash, are the Gandhi siblings ready for Amethi-Rae Bareli fight, India's Central bank report confirms growth momentum, and more

Why Zomato is a fundamental investor's nightmare

BUSINESS

Why Zomato is a fundamental investor's nightmare

Blinkit was a gamble that worked out and is now the company's core business model. However, the company is now climbing up the value chain and will confront the big boys of e-commerce.

Indian refiners face uncertainty as US sanctions loom over Venezuela

BUSINESS

Indian refiners face uncertainty as US sanctions loom over Venezuela

The US may impose sanctions on Venezuela from April. That will pose a challenge for India as it has been a key source of crude oil at a discounted price

Moneycontrol Pro Panorama | Gold fever

BUSINESS

Moneycontrol Pro Panorama | Gold fever

In this edition of Moneycontrol Pro Panorama: Web3 and its future in India, role of portfolio construction in fund management explained, oil production cuts and how it impacts prices, the craze behind public sector bank stocks decoded, and more

Moneycontrol Pro Panorama | A bull case for Bitcoin

BUSINESS

Moneycontrol Pro Panorama | A bull case for Bitcoin

In this edition of Moneycontrol Pro Panorama: IT sector undeterred by layoffs, case for investing in REITs, farmers reluctance to accept crops diversification explained, Congress crisis intensifies with Himachal as latest calamity, and more

Why IT stocks are rallying despite layoffs

BUSINESS

Why IT stocks are rallying despite layoffs

Companies have realised that they are sitting on excess staff with skills that are no longer growth drivers

Moneycontrol Pro Panorama | The premiumisation of the Indian stock market 

BUSINESS

Moneycontrol Pro Panorama | The premiumisation of the Indian stock market 

In today's edition of Moneycontrol Pro Panorama: NBFC regulation needs more work, decoding India’s core inflation fall, RBI pauses rate cuts till inflation stabilises, time to reimagine social security contributions, and more

Defence stocks still have enough firepower in them

BUSINESS

Defence stocks still have enough firepower in them

The Defence Acquisition Council has been promoting the use of Indian-made weapons and supplies, which has led to a significant increase in orders for Indian defence companies

Moneycontrol Pro Panorama | A red flag for the market -- fund manager bullishness at 2-year high

BUSINESS

Moneycontrol Pro Panorama | A red flag for the market -- fund manager bullishness at 2-year high

In today's edition of Moneycontrol Pro Panorama: BJP may withstand farmers’ fury, couples should talk money early on in relationship, headwinds in private capex continues, lessons to learn from knowing market history, and more

Are gold prices showing signs of fatigue?

BUSINESS

Are gold prices showing signs of fatigue?

Since 2000, gold has gained in January 70 percent of the time, but 2024 will go down as one of those years when it fell

Moneycontrol Pro Panorama | Extended trading hours a welcome move

BUSINESS

Moneycontrol Pro Panorama | Extended trading hours a welcome move

In this edition of Moneycontrol Pro Panorama: Investors drop equity hedge funds, elections in Pakistan may not abate future crises, protests in Ladakh a Pandora’s Box, India's Gen Z a force to reckon with, and more

What’s behind the rally in PSU stocks

BUSINESS

What’s behind the rally in PSU stocks

Most of the government spending on infrastructure projects is managed by public-sector companies and financed by public-sector banks. Notably, sectors like railways and roadways have experienced substantial increases in their capital outlay, leading to positive outcomes for associated companies

Moneycontrol Pro Panorama | Oil squeeze

BUSINESS

Moneycontrol Pro Panorama | Oil squeeze

In today's edition of Moneycontrol Pro Panorama: Evergrande crisis not a big deal, most investors know Budget is a stock market trigger, Finance Minster's excellent fiscal record, government to focus more on agriculture sector, and more

Why the Evergrande crisis is not a big deal

BUSINESS

Why the Evergrande crisis is not a big deal

Evergrande has defaulted since 2021, and its lenders, suppliers, and shareholders have already experienced significant losses. The company's share price has plummeted by 99 percent from its peak

Do Budgets steer markets’ fortunes for long?

BUSINESS

Do Budgets steer markets’ fortunes for long?

History suggests stocks and indices dance to the tune of Budget policy announcements for a few days, but soon move on

Moneycontrol Pro Panorama | This time is indeed different

BUSINESS

Moneycontrol Pro Panorama | This time is indeed different

In this edition of Moneycontrol Pro Panorama: Indian oil and gas firms must pay attention to geopolitical risks, a look at past market behaviour on Interim Budget day, export edge gives impetus to local manufacturing, Sony needs to introspect on its ZEEL merger deal, and more

Did the SEBI FPI ownership norm cause the market to fall?

BUSINESS

Did the SEBI FPI ownership norm cause the market to fall?

According to a report, entities failing to meet the beneficial ownership standards won't be able to make fresh purchases of Indian stocks and must liquidate their holdings within 180 days, starting from February 1, 2024 

Five takeaways from Reliance Industries’ Q3 results

BUSINESS

Five takeaways from Reliance Industries’ Q3 results

Future growth in Reliance will be driven by digital and retail businesses, with the entire benefit of its capex flowing in over the next few quarters

Moneycontrol Pro Panorama | Sell-off surge

BUSINESS

Moneycontrol Pro Panorama | Sell-off surge

In today's edition of Moneycontrol Pro Panorama: Budget 2024 expectations from poor and youth, understanding market expectations beyond polls, 2024 a difficult year for copper smelters, slow road project awards hurt developers, and more

IPO euphoria extends to rights issues

BUSINESS

IPO euphoria extends to rights issues

Rights issues by a record number of companies highlight the bullish outlook of their boards, indicating that capital spending is around the corner

Bitcoin is here to stay, India should join the party 

BUSINESS

Bitcoin is here to stay, India should join the party 

With the SEC clearing Bitcoin ETFs, investors can now safely invest in another asset class

Moneycontrol Pro Panorama | Expect a dull earnings season

BUSINESS

Moneycontrol Pro Panorama | Expect a dull earnings season

In today's edition of Moneycontrol Pro Panorama: Red Sea attacks have started to hurt, first half of 2024 crucial for financial sector, sugar bends global food inflation curve, with Nifty at record highs should one book profits, and more

Red Sea attacks have started to hurt

BUSINESS

Red Sea attacks have started to hurt

While the Red Sea crisis has affected trade for India and Europe, crude oil exports from the US to Europe have benefited

India's higher rankings in MSCI EM index could import volatility

BUSINESS

India's higher rankings in MSCI EM index could import volatility

Passive investors in ETFs, commonly termed 'hot money', keep investing when the going is good but are first to rush through the door at the slightest sign of trouble, either in the domestic or global markets.

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