BUSINESS
Sensex At a New Peak: Signs of irrational exuberance are now conspicuous
Most of the good news such as policy rate and inflation peaking, earnings upgrades and financial stability is already well known and exploited while the fragility in the global economy and markets has increased and hence the present risk-reward ratio for traders may be adverse
MARKETS
What to do with gold: Vijay Kumar Gaba on investment in yellow metal
"I believe that it is highly unlikely that gold will stage a comeback as a widely accepted medium of exchange (gold standard); and it will be gradually phased out as a store of value as better digital options emerge"
BUSINESS
Is the tide turning for e-commerce stocks?
The regulatory environment for ecommerce business is still at a nascent stage and could have material implications for these businesses, similar to what we saw in the case of telecom and private mining during the past two decades. Investors need to factor in this risk also while deciding to invest in these businesses
MARKETS
Why FOMO is injurious to stock investors' money
My three decades of experience in studying financial markets and investors’ behaviour indicates that regret of missing an opportunity to buy or sell could be perilous for traders
BUSINESS
Why is an infringement of intellectual property acceptable but not royalty payments?
To develop a strong innovation ecosystem in the country, it is important that a concerted effort is made to develop respect for the IPRs of others amongst citizens and develop consciousness amongst entrepreneurs to protect and develop their IPRs
MARKETS
A quick budget guide for stock market investors
Most market participants appear to be praying that the finance minister skips the investment and capital markets from her Budget provisions altogether. No change in capital gains taxation is all they would wish for
BUSINESS
Budget 2023: Rationalise capital gains tax
In Budget 2023, the capital gains taxation criteria should be “assumption of risk” and “significant contribution to the Indian economy” to incentivise investors who take risks
BUSINESS
Yearender 2022: Global crises to keep markets volatile in 2023
Sustainable resolution to conflicts of 2022 look unlikely in 2023 and so investors should maintain a balanced stance
BUSINESS
View: Wait for the right entry points in the stock market
It is likely that the Indian economy might grow at less than 5 percent for the next four quarters. This will be the period that may see a very high decibel drama in the global theatre.
BUSINESS
As Nifty soars, has market 'adequately' considered all risk factors?
Largely the equity market returns have been reasonable, considering the challenging environment.
MARKETS
Why investors shouldn't get carried away by the recent market recovery
A close watch is warranted on the foreign flows, both portfolio and capital account. In the first nine months of the calendar year 2022, RBI has drained over $100 billion from the forex reserves.
BUSINESS
Samvat 2079 | Follow a three-pronged investment strategy
Stay defensive till the dark clouds of uncertainty begin to blow over. Avoid leverage of any kind
BUSINESS
View: Markets are walking a tightrope
No policy maker is in control of the economic events happening in their jurisdiction. Most have resorted to conventional means of policy management to tackle a situation which is largely created by unconventional policies among other things
BUSINESS
Economic impact and geopolitical undertones in OPEC+ production cuts
It is probable that we may actually not see material production cuts, and the global prices do not change much
MARKETS
View: Invest in gold if it falls another 8-10%
Declining consumption demand, competition from digital currencies, higher security risk & higher cost of security, and rising cost of production, etc. are some factors that seem to be working against the gold, said Vijay Kumar Gaba
MARKETS
US Fed decision, monthly expiry loom large: What should be your market strategy?
Thursday happens to be the monthly derivative settlement for July contracts. This makes the upcoming Fed decision and the likely reaction in our market on Thursday morning even more pertinent for the derivative traders in India
MARKETS
How to choose stocks that can navigate through a storm
Investors need to remember that it is highly probable that they may need to sell their investment during a crisis when there would be few buyers in the market and the stock they own would be trading at the lowest price, said Vijay Gaba of investrekk
BUSINESS
Deflationary conditions will emerge in FY24 thanks to monetary tightening and slowdown
The strong earnings cycle for most non-food commodities may not last much longer, says Vijay Kumar Gaba, director, Equal India Foundation.
BUSINESS
Here's why the 2008 market crash is unlikely to repeat itself
The fear is that rising cost of funds and fast drying liquidity could trigger some major defaults that could trigger a global contagion like what happened after the Lehman collapse in 2008. But this is unlikely.
MARKETS
Five indicators show fear is trumping the greed in Indian stock market
Relatively weaker participants might be moving to sidelines or even withdrawing from the markets. This is usually indicative of the beginning of the process of a market cycle completing its downward journey.
BUSINESS
Markets will call central bankers' bluff
Expect the equity markets to stay volatile and range bound. This market is for swing traders to make money
BUSINESS
Time for investors to change market position as per new emerging global order
The global order is perhaps undergoing a major reset and the picture of emerging global order is incomplete. Consequently, the present global economic, geopolitical and financial conditions are quite uncertain and challenging
BUSINESS
Three points on which LIC IPO needs to be evaluated
LIC deserves to be valued cheaply than professionally-managed, well-regulated, and transparent insurers -- just like public sector enterprises, including banks
INDIA
Get ready for dearer vada pav and chola bhatura
Despite all efforts to increase the domestic production of edible oils, our imports of edible oil have grown about 175 percent in the past decade. Area under production of oil seeds in India has hardly increased in the past three decades, though the yield has improved
