BUSINESS
Why the shipping index is at an 11-year high
The problem is of a simple supply-demand mismatch--- one where post-Covid a sharp surge in demand has shaken all sectors. On the supply side, a lull in the shipping industry for over a decade has resulted in the supply of fewer ships and containers
BUSINESS
Guruspeak: Yashvardhan Sarda on how algos help trade the best fundamental and momentum stocks
‘I presently trade momentum stocks that have a minimum return on equity of 20%, low debt, high margins, and strong cash flows. My current screening universe is of the top 700-800 stocks by market cap.’
BUSINESS
The BSE mid-cap fiasco illustrates why authorities should leave free markets alone
A complex circular issued by the BSE spread panic among investors in certain small and mid-cap stocks. It ended up hurting the same investors it tried to protect.
BUSINESS
Trading in foreign stocks to become easier and also cheaper
Indian exchanges are creating a special platform at the GIFT IFSC to give Indian investors an easy way to invest in foreign equities
BUSINESS
Coal prices at decade high--should we worry?
Rising coal prices would mean higher input costs of power, thus keeping inflation elevated and a cause for worry for markets.
BUSINESS
GuruSpeak | Jakera Choudhury shows how to use basic technical and fundamental screeners to make money consistently
Analysing stocks on weekends and using simple tools to identify trading opportunities has helped Jakera Choudhury, one of the rising stars of the stock market, trade profitably.
BUSINESS
Post-IPO lock-in norm to benefit start-ups lining up to get listed
SEBI has recognised the limited role of a promoter in a company that is mainly funded by private equity players
BUSINESS
Here's what is driving the market higher and what can pull it down
While India’s fundamentals are looking up, the big question to be asked is: what is happening to liquidity?
BUSINESS
SEBI opens the door for retail investors to invest in higher yielding investment trusts
In developed countries REITs have generated returns somewhere between bonds and stocks-- the same is expected to be the case in India.
BUSINESS
What is driving real estate stocks through the roof?
Real estate stocks are back in favour as a combination of positive triggers are nudging investors to pay more attention to the sector
BUSINESS
Gold demand picks up, but can it sustain?
While physical demand for gold can be expected to pick up in 2021 both from consumers and central banks, gold ETFs pose a risk to a bullish scenario
BUSINESS
China's tech crackdown unlikely to cause much damage
While the immediate damage may be curtailed to some extent, what is the guarantee that China will not change the rules of the game again?
BUSINESS
Common platform for mutual fund investors a much-needed initiative by SEBI
SEBI has asked the registrar and transfer agents (RTA) to set up a common mutual fund transaction platform. The platform would be a one-stop shop for financial and non-financial mutual fund transactions.
BUSINESS
The Green Pivot | NTPC takes giant steps towards improving its ESG score
NTPC is transforming itself into a green warrior through a slew of programmes that will substantially increase its share of renewable energy generation
BUSINESS
The pros and cons of pension funds being allowed to invest in IPOs
Since pensions are the chief, and in many cases, the only source of income for senior citizens, PFRDA should ensure that such funds should not take undue risks. This is true especially in the current scenario where loss-making start-ups are tapping the market with atrocious valuations
BUSINESS
What performance of food delivery companies post-listing foretells about Zomato
The big question is will the company’s price come down to meet its financials or will the financials improve to meet the high valuation
BUSINESS
Here's why global LNG prices are likely to remain high
Citigroup Research told its clients that LNG prices in the second half of 2021 should remain elevated, but with limited upside.
BUSINESS
Why does Rakesh Jhunjhunwala want to take to the skies?
The airlines business is a difficult one but the legendary investor may have good reasons to do it now, motivated by the success of another investor turned businessman
BUSINESS
Has SEBI erred in the Biocon insider trading case?
Insider trading cases are hard to prove but regulators don’t stop trying to stamp out this menace. In Biocon’s case, Sebi’s orders raise vital questions on their soundness.
BUSINESS
GuruSpeak | Vivek Mashrani believes a blend of fundamental and technical analysis can generate consistent returns
Mashrani blew up his initial earnings in the market, but after studying finance he built a trading-investing strategy that has served him well
BUSINESS
Zomato IPO | The numbers investors should track in the food delivery business in India
Here’s a close look at the business model of food delivery companies and how they make money
BUSINESS
SEBI:Penalising exchanges for glitches is fine, but who will compensate the traders
Traders suffer the most when institutions don’t function properly, but compensating them finds no mention in Sebi’s clampdown on glitches at market infrastructure institutions
BUSINESS
The implications of China banning the Didi app
If we play our cards smartly, China’s loss could be India’s gain
BUSINESS
GuruSpeak | Bhaskar Radadiya: A prop trader who has tasted success using the Wave Principle
An astrologer predicted Radadiya’s calling was in the stock market. After early failures in trading, he evolved a strategy he stuck to, to become an accomplished prop desk trader.
