BUSINESS
Strong demand foundations propel real estate cos back into the spotlight
The Nifty Realty index zoomed up more than 17 percent in the past month, leaving the Nifty 50’s modest 4 percent gains far behind to emerge as the new rock star of the market.
BUSINESS
Short Call | The Fed's balancing game on the radar; Piramal Pharma, HDFC Bank in focus
“At all times, in all markets, in all parts of the world, the tiniest change in rates changes the value of every financial asset.”--Warren Buffett
BUSINESS
Fed likely to deliver 2-3 rate cuts in 2025, but with pauses: Invasset's Anirudh Garg
Garg believes that even though US inflation is currently under control, the Fed Chair's comments on being data dependent implies that they cannot afford to let it spiral out of control.
BUSINESS
Dow Jones logs longest losing run since 2018 even as Nasdaq soars to new record
The sharp contrast marked the first time in history that the Nasdaq closed at an all-time high while the Dow declined for the eighth consecutive day.
BUSINESS
Why there might be fewer Fed rate cuts in 2025?
With Fed policymakers navigating through possible policy changes Trump's second term and sticky inflationary pressures, a more cautious stance on rate cuts is expected in 2025.
BUSINESS
Investors cautious as global markets turn jittery ahead of FOMC meet
The upcoming Fed monetary policy meeting carries added significance as it will be the final one under the Biden administration. This gives greater significance to the Fed's forecasts for 2025 as the Trump administration takes office.
MARKETS
US Fed expected to deliver quarter-sized December rate cut; all eyes on future policy trajectory
According to the CME FedWatch Tool, 97.1 percent of investors are betting on the possibility of the US Federal Reserve delivering a 25 basis points (bps) rate cut on December 18.
BUSINESS
Quick commerce heats up: Can Zomato's Blinkit sustain its leadership?
Despite heating competition in the quick commerce space, Morgan Stanley holds on the idea that Blinkit will manage to still clench at least 40 percent market share by FY27.
BUSINESS
Investors are falling in love with railway stocks all over again. Will they be betrayed?
Railway stocks are back on track! Prominent names like Jupiter Wagons, IRFC, Texmaco Rail, Titagarh Railsystems and RailTel Corp have surged 15-26% in the past month, leaving their July-October correction in the dust.
BUSINESS
Short Call | Is quick commerce turning into the Street's new darling? Swiggy, Mphasis, Waree Energies in focus
“The ability to create its own market is the strategic, the dominating, and the single most distinguishing characteristic of a true growth company.”--Peter Bernstein
BUSINESS
Contrarian calls: Investors say ‘bye’ but analysts say ‘buy’ for Dr Reddy's and Cipla
Data from Moneycontrol's Analyst Call Tracker showed that 'buy' ratings for Cipla and Dr Reddy's each increased by one in November, alongside a decline in 'sell' and 'hold' calls.
BUSINESS
Syngene Intl stock jumps 3% after promoter Biocon likely offloads Rs 706 cr worth stake
The block deal in Syngene will also trigger a 60-day lock-in period before Biocon can execute further stake reduction in the CDMO company, reports suggest.
BUSINESS
Uncertainty over US Biosecure Act weighs heavy on Divi's Labs, Neuland Labs, Piramal Pharma
The US Biosecure Act seeks to limit the dominance of Chinese players in the US biotech industry, creating new opportunities for Indian companies to expand their presence.
BUSINESS
Nomura remains 'overweight' on India among Asian peers despite near-term risks
While Indian equities are likely to underperform in the near-term amid a cyclical slowdown, Nomura views this phase as transitionary.
BUSINESS
Short Call | A little bit of Bitcoin for extra flavour; Aster DM, RBL Bank in focus
Missing the bottom on the way up won't cost you anything. It's missing the top on the way down that's always expensive. - Peter Lynch
BUSINESS
Market consolidation? Pair trading offers a path to profit
With the equity market expected to trade sideways due to global challenges, traders are turning to pair trading to capitalise on the relative performance of correlated stocks for profits.
BUSINESS
Nifty 50 targets for FY25: Bull, Bear, and Base case scenarios
A miss in Q2 earnings, signs of consumption slowdown and prevailing global headwinds have derailed the Nifty's bull run, prompting analysts to take a re-look at the index's FY25 targets.
BUSINESS
Why is Pudumjee Industries down 10% in a flattish market?
Shares of Pudumjee Industries-owned 3P Land Holdings surged to a nearly 17-year high on Tuesday, triggering a wave of profit booking in today's session. The stock's over 123% gains this year provided investors with ample reasons to cash in on their profits.
BUSINESS
Short Call | Is BJP's thumping Maharashtra win the elixir that PSUs needed? Astral, Dixon Tech in focus
“The history of markets is one of overreaction in both directions.”--Peter Bernstein
BUSINESS
Food delivery giants face off: How Swiggy measures up to Zomato?
Zomato may be ahead in the food delivery and quick commerce race, but its high valuation could give Swiggy the perfect chance to steal the spotlight and outshine with its stock performance.
BUSINESS
Brokerages optimistic on Eicher Motors’ strategic shift, forecast stronger growth; stock soars 8%
Despite muted sales growth for Royal Enfield, brokerages anticipate a rebound in the second half of FY25, backed by a change in focus towards growth, two-wheeler premiumisation trend and festive sales.
BUSINESS
JM Financial gives Swiggy its first 'buy' tag, sees 20% upside from IPO price
JM Financial believes that a successful IPO and leadership revamp at Instamart could serve as the catalyst Swiggy needs for a strong turnaround in its fortunes.
BUSINESS
Short Call | A tale of two Indias- a rising sun and a waning moon; Britannia, Rategain in focus
“The best time to get involved with cyclicals is when the economy is at its weakest, earnings are at their lowest, and public sentiment is at its bleakest.”-- Peter Lynch
BUSINESS
Jefferies' Chris Wood flags India Inc's earnings downgrades in Q2, steepest since early 2020
Despite short-term hurdles, Wood maintains his long-term optimism on Indian equities, though with a degree of caution. He sees the recent market correction as healthy, particularly as it has targeted the most expensive segments of the market.
