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Zoya Springwala

Senior Correspondent

Moneycontrol

Hindustan Unilever Q2 Preview: Flat earnings likely amid high commodity costs, muted demand

BUSINESS

Hindustan Unilever Q2 Preview: Flat earnings likely amid high commodity costs, muted demand

According to a Moneycontrol poll of seven brokerages, Hindustan Unilever is likely to report a revenue growth higher by 4.4 percent on-year, at Rs 15,694 crore.

Brokerages bullish as Zomato considers $1 billion QIP, 49% FII limit

BUSINESS

Brokerages bullish as Zomato considers $1 billion QIP, 49% FII limit

Reports suggest that Zomato would apply to the Reserve Bank of India to limit its foreign institutional holding to 49 percent.

Manappuram Finance shares crash 15% as RBI whips subsidiary Asirvad Microfinance

BUSINESS

Manappuram Finance shares crash 15% as RBI whips subsidiary Asirvad Microfinance

On October 17, the Reserve Bank of India took action against four NBFCs and NBFC-MFI citing material supervisory concerns, including Asirvad Microfinance.

States to reduce fiscal deficit to 3.2% in FY25

BUSINESS

States to reduce fiscal deficit to 3.2% in FY25

13 states of 21 states studied likely to breach the Finance Commission's target of 3 percent fiscal deficit.

Capex growth to fall sharply for states, Bihar and five others to witness contraction

BUSINESS

Capex growth to fall sharply for states, Bihar and five others to witness contraction

The moderation in expenditure growth is likely to be broad-based, according to the NSE, impacting both, revenue expenditure as well as capital expenditure.

Short Call | The other side of emerging markets; Wipro, Sunteck Realty, JustDial in focus

BUSINESS

Short Call | The other side of emerging markets; Wipro, Sunteck Realty, JustDial in focus

"When you consider the sheer magnitude of investable equities to choose from in the world's emerging markets, you realize that finding one that looks attractive enough to warrant investing your faith and assets in is as formidable a task as finding a needle in a haystack." - Mark Mobius

Nestle India Q2 Preview: High commodity inflation to pressure margins, price hikes to drive revenue growth

BUSINESS

Nestle India Q2 Preview: High commodity inflation to pressure margins, price hikes to drive revenue growth

Nestle India’s growth in recent quarters has been pricing-led, and some brokerages expect this trend to continue during the quarter ended September.

Analyst Call Tracker | BFSI stocks steal the spotlight, IT tumbles out of favour in September

BUSINESS

Analyst Call Tracker | BFSI stocks steal the spotlight, IT tumbles out of favour in September

Stable asset quality, rising geopolitical uncertainties, and expectations of a dovish central bank burnished the appeal for blue-chip BFSI firms.

Analyst Call Tracker: BFSI counters top optimism list in September, brokerages bullish on Shriram Finance, SBI Life, ICICI Bank

BUSINESS

Analyst Call Tracker: BFSI counters top optimism list in September, brokerages bullish on Shriram Finance, SBI Life, ICICI Bank

Shriram Finance bagged 41 'buy' calls during the month gone by, up from 39 calls in August, based on Moneycontrol's analyst call tracker.

Avenue Supermarts Q2 underwhelms on stiff competition from online rivals; shares crack 8%

BUSINESS

Avenue Supermarts Q2 underwhelms on stiff competition from online rivals; shares crack 8%

DMart's net profit for the second quarter of the current financial year rose by 5.8 percent on-year to Rs 659.6 crore.

DMart Q2 Preview: Store additions, stable margins to support earnings; PAT may grow 17% on-year

BUSINESS

DMart Q2 Preview: Store additions, stable margins to support earnings; PAT may grow 17% on-year

The DMart parent is expected to record a 13.2 percent on-year rise in revenue to Rs 14,289 crore, according to a Moneycontrol poll.

Short Call | What keeps the RBI up at night? Macrotech Developers, Bandhan Bank, Kaynes Tech in focus

BUSINESS

Short Call | What keeps the RBI up at night? Macrotech Developers, Bandhan Bank, Kaynes Tech in focus

“Stock market bubbles don’t grow out of thin air. They have a solid basis in reality, but reality as distorted by a misconception.” – George Soros

Smallcap, midcap indices crack 3% amid FII outflows, rising crude prices

BUSINESS

Smallcap, midcap indices crack 3% amid FII outflows, rising crude prices

During market corrections or downturns, midcaps and smallcaps tend to decline sharply as a result of their high beta nature.

Nifty, Sensex snap 5-day losing streak as US jobs data sparks optimism; all eyes on RBI

BUSINESS

Nifty, Sensex snap 5-day losing streak as US jobs data sparks optimism; all eyes on RBI

So far in October, foreign institutional investors have net sold shares worth Rs 30,720 crore over three trading sessions.

Market volatility likely to continue; how should investors position themselves?

BUSINESS

Market volatility likely to continue; how should investors position themselves?

As the bears run amok on Dalal Street over the past four sessions, combination of headwinds including stressed valuations, geopolitical tensions and foreign fund outflows is likely to keep the sentiment subdued.

Brokerages optimistic as Marico delivers 'better-than-expected' Q2 update, sees sustained rural recovery; stock gains

BUSINESS

Brokerages optimistic as Marico delivers 'better-than-expected' Q2 update, sees sustained rural recovery; stock gains

Marico's consolidated revenue grew in high single digits, with higher domestic realisations offset by currency headwinds.

Dabur signals fall in profit, revenue for Q2 on low consumer offtake, brokerages slash targets; shares crack 8%

BUSINESS

Dabur signals fall in profit, revenue for Q2 on low consumer offtake, brokerages slash targets; shares crack 8%

While brokerages expect Dabur India to see recovering sales growth October onwards, slower demand momentum is a cause for concern.

Rajiv Jain's GQG Partners pays $500,000 to settle SEC charges over whistleblower protection rules

BUSINESS

Rajiv Jain's GQG Partners pays $500,000 to settle SEC charges over whistleblower protection rules

GQG Partners settled without admitting or denying wrongdoing while acknowledging the US SEC's jurisdiction in the case.

Short Call: Nifty 50 enters October with history on its side; Trent, Crompton Greaves in focus

BUSINESS

Short Call: Nifty 50 enters October with history on its side; Trent, Crompton Greaves in focus

“Investors should purchase stocks like they purchase groceries, not like they purchase perfume.” - Benjamin Graham

October optimism: Nifty 50 shows strong seasonality, positive in 8 of the last 10 years

BUSINESS

October optimism: Nifty 50 shows strong seasonality, positive in 8 of the last 10 years

In the last 10 years, the Nifty 50 index has closed in the green on eight occasions with an average return of 1.7 percent and a median return of 2.5 percent.

Retail investors eye shareholder category for better IPO allotment; upcoming issues to watch

BUSINESS

Retail investors eye shareholder category for better IPO allotment; upcoming issues to watch

In a bid to boost their chances of allotment, retail investors are eyeing IPOs that feature a 'shareholder' category.

Brokerages weigh impact of US court's patent decision on Zydus Life, Lupin; shares in focus

BUSINESS

Brokerages weigh impact of US court's patent decision on Zydus Life, Lupin; shares in focus

Zydus Life and Lupin are the only two players that have launched generic Mirabegron at risk in the USA after receiving approval from the US FDA.

Brokerages flag debt concerns after SC rejects Vodafone Idea's AGR plea, shares extend losses

BUSINESS

Brokerages flag debt concerns after SC rejects Vodafone Idea's AGR plea, shares extend losses

Vodafone Idea’s big problem, even after its FPO and tariff hikes, is its highly stretched balance sheet, with liabilities of Rs 2.5 lakh crore, said brokerages.

Short Call | Nifty Midcap 100 pulls off the greatest balancing act in a decade; Granules India, Jubilant Pharmova in focus

BUSINESS

Short Call | Nifty Midcap 100 pulls off the greatest balancing act in a decade; Granules India, Jubilant Pharmova in focus

The goal is to make good returns with less risk. Risk is not the same as volatility. It’s very hard to measure risk. - Michael Price

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