BUSINESS
What the Fed’s rate cut decisions mean for various asset classes
The Fed's decision to hold rates while signalling future cuts sent markets soaring, with gold hitting new highs, bond yields dropping, leading investors to analyse its implications across various asset classes
BUSINESS
IT stocks bleed as Accenture lowers guidance, Nomura pessimistic on TCS, Wipro, LTIMindtree, L&T Tech
Following Accenture's downward revision of revenue guidance, there are some fears raised on the pace of the revenue recovery for Indian IT.
BUSINESS
MC Explains | What is the US Fed dot plot and why does the market watch it so closely?
Comparing dot plots over FOMC policy meetings helps analysts understand how the Federal Reserve’s thinking is shifting over time.
BUSINESS
Nifty sustains 20,000, broader markets too higher; metals and PSUs lead the upmove
The Fed indicated it will cut the interest rate three times during the current calendar year, leading to the positive sentiment in global markets.
BUSINESS
What is carry trade and how does Bank of Japan’s rate hike affect it?
While the carry-trade strategy is popular with forex traders, it is also used by fund managers who deal in equities and commodities, and bonds.
BUSINESS
Bank of Japan likely to reverse its ultra-loose monetary policy; how will this impact bonds, equities, currencies?
Reports suggested that Japan, touted as the last bastion of negative interest rates, will tighten its monetary policy on March 19.
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.
