BUSINESS
Experts line up top 6 bets as midcap meltdown roils the market
The dips in the market are golden opportunities to accumulate businesses that are fundamentally strong, per experts.
BUSINESS
Gold price to remain volatile after hitting record high, this is why
The gold market is also seeing follow-through buying and investors jumping into the gold market with FOMO fear.
BUSINESS
Vodafone Idea's fundraise plan sparks hope but telco not out of the woods, say analysts
Brokerages says since the fundraise is not substantial enough, it will have a limited impact on Vodafone Idea's competitors
BUSINESS
Premiumisation driving growth, supporting margins in the face of a slower-than-anticipated rural recovery
To offset weak demand outside of metros and towns, companies are increasingly offering higher-quality but more expensive products
BUSINESS
ITC sinks to 10-month low as market frets over BAT stake sale; analysts say structural story intact
BAT is keen to trim stake in ITC, but regulatory challenges could lead to the process taking time.
BUSINESS
Jefferies downgrades ITC on BAT stake sale update
Jefferies said ITC will trade range-bound going ahead on the overhang from the BAT stake sale and slowdown in volume growth
BUSINESS
Gold prices trim losses; RBI allows resident entities to hedge gold price in IFSC’s OTC segment
Hedging gold prices will lead to efficient price discovery, assurance of quality, and active retail participation and will enhance liquidity, per analysts.
BUSINESS
RBI policy impact on realty stocks: Nifty Realty index trims losses as repo-rate kept unchanged
Real estate players are looking forward to the monetary policy reversal, as the sector is heavily affected by any interest rate movements.
BUSINESS
Godrej Properties clocks record pre-sales in Q3, profit up 6%. Should you buy, sell or hold?
Jefferies has raised its target price on the counter from Rs 2,635 to Rs 2,700, maintaining its ‘buy’ call
BUSINESS
Private capex to finally see a push in interim Budget 2024?
While the government has been unstinting, particularly on public infrastructure, most observers say the private sector has been lagging, weighed down by unlisted companies
BUSINESS
ITC Q3: Revenue short of expectations as cigarettes drag; hotels, FMCG outperform
ITC reported standalone net profit of Rs 5,572 crore for the December quarter, registering a growth of 11 percent from the year-ago period
BUSINESS
Budget 2024: Stocks that could benefit from rural revival measures
Apart from a continued thrust on capex and infrastructure, analysts believe the interim budget may also include measures to boost welfare spending and the rural sector.
BUSINESS
Budget 2024: Could consumption stocks come back in favour post the interim budget?
The long-term outlook for the consumption theme appears promising, owing to increasing incomes, a young population, and an expanding middle class, noted analysts.
BUSINESS
Taking Stock: Nifty, Sensex fall amid heightened volatility on expiry day
All sectoral indices, barring Nifty realty, ended in the red. The financial services, pharma, bank, IT, FMCG and healthcare index settled over a percent lower
BUSINESS
ITC Q3 preview: Revenue, net profit may see single-digit growth; hotel, FMCG to shine
ITC Q3 Earnings Results: The company is expected to report a net profit of around Rs 5,183 crore in October-December, up 3 percent on-year
BUSINESS
HUL Q3 disappoints Street, brokerages slash target prices amid uncertain outlook
The FMCG major’s low volumes and uncertain recovery are the reasons that brokerages have reduced the target price
BUSINESS
Asian Paints Q3: Brokerages positive on rural recovery, competition a worry. Buy, sell or hold?
Despite a healthy demand growth, brokerages have a mixed the outlook on the company, with all eyes on margins and the entry of Birla Opus
BUSINESS
Jio, Reliance Retail to steal the show in RIL’s report card for Q3?
Retail and Jio will account for 95 percent of EBITDA growth over the next three years, according to analysts.
BUSINESS
Asian Paints Q3 preview: Festival demand may lift net profit up to 30%; robust volumes eyed
Asian Paints will likely deliver revenue growth of around eight percent, led by the low base as well as the upsurge in the real estate sector
BUSINESS
FMCG Q3 preview: Weak rural sentiment, increased regional competition impact demand
Other factors that will weigh on topline and bottomline performance of FMCG companies are inflation, the impact of seasonal abnormalities such as flash floods, and the delayed onset of winter. In a silver lining, urban markets have remained resilient.
BUSINESS
Analyst Call Tracker | Asian Paints outlook dull as Grasim entry raises competition concerns
Asian Paints had 11 'buy' calls, an equal number of 'hold' calls and 15 'sells' at the end of December
BUSINESS
From return of FIIs to sustainable growth: 7 themes to ride on in 2024
From the various narratives surrounding the election-driven markets to strategies around infra and digital transformation, here are experts’ seven key themes to watch out for in 2024
BUSINESS
Gold Price Outlook 2024: Rate cuts, central bank buying, geopolitics, polls to fuel bigger rally than 2023
Gold Price Outlook: In 2023, gold prices surged 13 percent, giving investors remarkable returns. Now in 2024 as well, analysts expect the yellow metal to continue its stellar run.
BUSINESS
Astral’s Rs 885 cr block-deal could spark short-term volatility; long-term outlook stable
Around 1.76 percent Astral shares changed hands in a block deal for a total consideration of Rs 884.6 crore.
