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"
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
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
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.
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
BUSINESS
Bond market cues: Indian equities might be pricing in a stronger economy
The Indian equities might be pricing in a stronger economy and there could be some scope for disappointment. A rise in benchmark yields to 7.25-7.5% (as presently forecasted by most analysts) could cool the heated equity markets
MARKETS
A mix of large and midcap stocks would be the ideal equity investment strategy for 2022
Despite highest ever exports, the current account deficit has continued to rise. The RBI has managed the currency market very well and INR exchange rates have remained much stable
MARKETS
Four standout takeaways for the stock market from FY22
During the year, the country faced numerous macroeconomic and geopolitical challenges. Considering the circumstances, the Indian stock market did extremely well in FY22
MARKETS
Media consolidation: The stock market's tryst with reality
Both Nifty and Nifty Midcap might be trading very close to their fair value based on likely FY23 earnings. Any upside from the current levels would depend on the higher visibility of FY24 earnings.
BUSINESS
We are headed towards a boring market not a bear market: Vijay Kumar Gaba
Market participants in India are not in a risk-off mood as yet. How long this trend will continue is tough to predict at this point in time as the situation is too fluid and the negative factors clearly outweigh the positive factors
BUSINESS
Wondering what next? Ignore the near-term turbulence and stay put
Invest in businesses that are likely to do well and have consistently enhanced shareholder value. These need not be the 'hot sectors' and also not be large enough to find place in benchmark indices
BUSINESS
View: A storm developing in bond street
YTD 2022, the benchmark 10yr yield has seen a sharp surge, rising over 55bps. With this the benchmark yields are higher by 100bps from 2020 lows. The higher yields have however not transmitted to the lending rates.
BUSINESS
View: The big positives and one vital negative in Budget 2022
The initiatives like digital education platforms, health registry, and documents registry could potentially bring a meaningful difference to many lives.
BUSINESS
An investor’s prelude to the Union Budget for FY23
The growth rate is likely to settle in below potential 6-7% range once the low base effect of FY21 and FY22 wanes
MARKETS
Why is the market worried? Here are the real reasons
The sharp correction in equity prices is nothing unusual, says Vijay Kumar Gaba
BUSINESS
View: The key to making money in financial markets lies in hopelessness, not in hope
Some market indicators show that the stock market performance is mostly alienated from the economic, social and economic realities, at least in the short period of one to two years
BUSINESS
Strong start for the markets: Trends to watch for short-term traders
One section of the market participants has grown extra cautious, fearing that this strong start to the year may fizzle out soon as the economic realities begin to hit harder.
TRENDS
Financial markets: Small, incremental changes won't cut it anymore
The advent of new technologies, new products, new set of investors, new methods of valuations and different risk profiles perhaps require a fresh approach to the financial markets regulatory framework.
BUSINESS
Markets in search of a direction as year-end nears
Once market participants are able to assess the impact of these factors on future earnings and market performance, we shall see a new leadership emerging in the markets.
