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Shishir Asthana

Principal Analyst, Research

Moneycontrol

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.

SEBI short-selling norms to have no impact on the market 

BUSINESS

SEBI short-selling norms to have no impact on the market 

Most of the rules are merely a reiteration of the 2007 circular on short selling. There are some tweaks, but they will not have a meaningful impact on the market, at least not for the retail trader 

Moneycontrol Pro Panorama | Tech trouble

BUSINESS

Moneycontrol Pro Panorama | Tech trouble

In this edition of Moneycontrol Pro Panorama: PSU stocks march ahead, India's manufacturing PMI gives hope, India’s fiscal deficit better, India’s stand on Gaza conflict, and more

What drives the PSU stocks rally?

BUSINESS

What drives the PSU stocks rally?

PSU stocks enjoy quasi-monopolistic status and enjoy government support

Moneycontrol Pro Panorama | Rising passive investment

BUSINESS

Moneycontrol Pro Panorama | Rising passive investment

In this edition of Moneycontrol Pro Panorama: High food inflation can play spoilsport, services pull up current account in latest quarter, decline in bond yields an opportunity for investors, 2023 a mega year for SME IPOs, and more

SEBI's shortening of the settlement cycle will take a toll on the market

BUSINESS

SEBI's shortening of the settlement cycle will take a toll on the market

SEBI aspires to further compress the settlement cycle to T+0, achieving completion by the conclusion of the same day in the initial phase and subsequently progressing towards instant settlement. The successful implementation would establish Indian markets as among the world's safest and most efficient. 

The market gets its much-needed correction. Is the worst over?

BUSINESS

The market gets its much-needed correction. Is the worst over?

A correction was long overdue, though the speed of the fall took everyone by surprise

Moneycontrol Pro Panorama | Telecom Bill 2023: Striking the right chord

BUSINESS

Moneycontrol Pro Panorama | Telecom Bill 2023: Striking the right chord

In this edition of Moneycontrol Pro Panorama: IMF points to low productivity for India, unlisted companies sluggish performance dargs capex, credit and deposit growth gap set to narrow, road sector hits a speed bump, and more

Nippon Steel's aggressive bid for US Steel signals better time ahead for the sector 

BUSINESS

Nippon Steel's aggressive bid for US Steel signals better time ahead for the sector 

Nippon's acquisition of US Steel at more than double the nearest competing bid underscores the strategic importance of US Steel in Nippon's growth plan. Beyond China, the combined production capacity of Nippon and US Steel will make it the largest globally. 

Yemeni attack: are we looking at another supply chain disturbance?

BUSINESS

Yemeni attack: are we looking at another supply chain disturbance?

The four shipping companies that have decided to divert traffic temporarily from the Red Sea are MSC, CMA CGM, Hapag Lloyd, and Maersk. Together these four companies account for 53 percent of global maritime trade. 

Moneycontrol Pro Panorama | Oil on a slippery path

BUSINESS

Moneycontrol Pro Panorama | Oil on a slippery path

In today's edition of Moneycontrol Pro Panorama: RBI’s disinflationary curve has some wrinkles, smoke and mirrors in latest IIP data, phasing out 'dirty' fuels is difficult, Indians rush to buy gold jewellery, and more

Making sense of Mirae Asset's acquisition of Sharekhan 

BUSINESS

Making sense of Mirae Asset's acquisition of Sharekhan 

The broking industry has got one more serious player with strong backing. Competition in the field will intensify as Mirae Asset aggressively pushes Sharekhan to justify its acquisition and improve its market share 

Why Glencore's exit from the coal sector is no big deal 

BUSINESS

Why Glencore's exit from the coal sector is no big deal 

Although Glencore is exiting the coal business, coal as a source of energy will take a long time to die.  Demand for coal has yet to peak and may take years. 

Moneycontrol Pro Panorama | RBI action to decide market trend

BUSINESS

Moneycontrol Pro Panorama | RBI action to decide market trend

In today's edition of Moneycontrol Pro Panorama: Indian rupee plays Christmas spoilsport, microfinance rides high on growth, Chinese economy still a global concern, COP28 needs more quantitative action, and more

Have gold prices peaked? No, as multiple factors support the rally continuing

BUSINESS

Have gold prices peaked? No, as multiple factors support the rally continuing

The bullish case for gold appears to be stronger compared to the bearish one, as a number of factors are backing an uptrend in the yellow metal

Why the OPEC may soon lose its significance

BUSINESS

Why the OPEC may soon lose its significance

OPEC’s actions have not been having the intended effect on the supply situation for some time, now even prices are not responding appropriately to the cartel’s actions

BJP’s poll showing, short covering, FOMO can drive a sharp market rally

ASSEMBLY-ELECTIONS

BJP’s poll showing, short covering, FOMO can drive a sharp market rally

Though the market reaction to state elections is usually short-lived, three wins give a strong underlying message. Structural factors support a near-term rally as well

Should retail traders be discouraged from trading in options?

BUSINESS

Should retail traders be discouraged from trading in options?

Should retail traders be discouraged from trading in options?

Moneycontrol Pro Panorama | Hiring trouble 

BUSINESS

Moneycontrol Pro Panorama | Hiring trouble 

In today's edition of Moneycontrol Pro Panorama: RBI's new policy boosts financial inclusion, Tata Motors on slow path to zero debt, a thaw in chilly outlook for China’s economy, India’s taxpayer base grows nearly fourfold, and more

What is driving investment in REITs and InvITs?

BUSINESS

What is driving investment in REITs and InvITs?

From investments of only Rs 734 crore as on March 31, 2020, the instruments have managed to raise Rs 18,658 crore between April and September in the current fiscal

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