BUSINESS
Short Call | Why AI will be crude oil’s biggest wildcard; Uno Minda, Suzlon Energy in focus
"Whoever controls oil, controls much more than oil." - John McCain
BUSINESS
India becomes largest weight in MSCI EM IMI, overtaking China
India's rising index weight could be a sign of exuberance, the Morgan Stanley note explores, and alternatively, it could also be due to fundamental factors.
BUSINESS
Quant Mutual Fund underperforms over the past three months, says portfolio skewed towards risk-off sentiment
Since the past three months the construct of our quant MF portfolios are more skewed towards a mild risk-off environment, said Quant.
BUSINESS
Quant Mutual Fund takes risk-off approach, says correction will be an excellent time to buy
Domestic positives will outweigh global negatives and investors should be patient in terms of rewards expectations, said the fund house.
BUSINESS
How brokerages value Reliance Industries' business segments
Brokerages have maintained their positive outlook on India's largest company, giving different valuations to each segment of RIL
BUSINESS
Short Call: DIIs, retail investors lap up what promoters, FIIs offload; Aptus Value Housing, HCLTech, KEC International in focus
“Far more money has been lost by investors trying to anticipate corrections, than lost in the corrections themselves.” - Peter Lynch
BUSINESS
Reliance Industries bonus issue creates positive sentiment for RIL shares, analysts see 15% upside
The bonus issue is a clear indicator that the firm expects continued earnings growth, said analysts.
BUSINESS
Small-, mid-caps outperform Nifty 50 in 2024 so far, Jefferies bullish on Amber Ent, V-Guard, Blue Star
The NSE Midcap 100 and Smallcap 100 indices have jumped 27 percent and 26 percent, respectively, so far this year.
BUSINESS
Kotak's note finds narrative-focused NFOs led to ‘price-insensitive’ bids, unreal valuations
A Kotak Institutional note has observed a rise in thematic NFOs by mutual funds, focused on a particular sector, in order to attract greater flows.
BUSINESS
Trent, BEL may enter Nifty 50; Divi's, LTIMindtree may exit in September: JM Financial
The NSE committee is set to meet after market hours on August 23 for its periodic review of stocks across the CNX Nifty indices.
BUSINESS
MC Explainer: The myth around equities and mutual funds eating into bank deposits
Households are shifting their savings from traditional bank deposits and fixed deposits to higher-yield equity instruments like mutual funds or direct stock investments.
BUSINESS
Short Call: RBI and FinMin despondent on dropping deposits, markets to blame? Balrampur Chini Mills, Titagarh Rail Systems, Sunteck Realty in focus
How many millionaires do you know who have become wealthy by investing in savings accounts? I rest my case. - Robert Allen
BUSINESS
Battleground Maharashtra: Why Macquarie thinks markets will focus on the upcoming state election
Macquarie has listed out factors that make Maharashtra a key battleground state, with both major political alliances "evenly matched".
BUSINESS
NFOs drive mutual fund cash holdings to eight-month highs; valuation concerns written off?
In June and July, AMCs launched 32 new funds, mobilising a total of Rs 31,792 crore in two months.
BUSINESS
MSCI quarterly rejig: Oil India, RVNL, Vodafone Idea, others included in India index, Bandhan Bank removed
Seven stocks will be added to the MSCI India index, while only one stock will be excluded in the August reshuffle.
BUSINESS
MSCI to raise HDFC Bank’s Global Standard index weight in two tranches
MSCI will continue to monitor the foreign room of HDFC Bank and issue further communication in case there are material changes.
BUSINESS
Madhabi Puri Buch and Dhaval Buch had invested in the same complex nested structure that was used by Vinod Adani, alleges Hindenburg
According to Hindenburg, “the current SEBI Chairperson had hidden stakes in the exact same obscure offshore Bermuda and Mauritius funds used by Vinod Adani.”
BUSINESS
BSE may launch gold, silver futures contracts soon; what’s at stake for MCX?
The BSE launching the gold and silver futures contracts could have an impact on bullion market-leader MCX’s market share and volumes.
BUSINESS
Nifty 50's minor dip outshines global market carnage
International markets have struggled over the last few weeks for independent reasons, including the reverse Yen trade anticipation spooking Nikkei 225.
BUSINESS
Trent Q1 Preview: Net profit set to almost double on Zudio, Westside popularity
Trent's net profit is likely to come in at Rs 294 crore for the three months ended June, jumping 98 percent on-year.
BUSINESS
Short Call: Why sell-on-rise makes sense, Fed rate cuts won’t boost IT; ONGC, Devyani in focus
Patterns don't work 100% of the time. But they are still critical because they help you define your risk. - Ifan Wei
BUSINESS
Marico guides for double-digit revenue growth, margin expansion; brokerages raise price targets
Marico's growth outlook remains positive, as pricing growth turned positive after two years and margins were protected despite of copra inflation.
BUSINESS
Jefferies' Chris Wood says India's stocks more resilient amid risk of US downturn
The Indian stock market has been much more resilient in the face of a US downturn and related Wall Street sell-off, than the likes of Japan, said Chris Wood.
BUSINESS
Flashback: When yen carry trade unwinding worsened the 2008 global market meltdown
As uncertainty and volatility in financial markets surged, investors sought to reduce exposure to risky assets, including those financed through carry trades.
