BUSINESS
As FII holdings plummet to 10-year low, DIIs, retail investors keep share market afloat
DIIs are betting heavily on BFSI, auto and auto ancillary, along with sectors related to economic recovery, said analysts.
BUSINESS
Gold at $2,000 is poised for a rally. These are the factors at work
Historical data suggests that gold rallies by about 4 percent in the month preceding an interest rate cut and 6 percent after.
BUSINESS
Brokerages bullish on Coal India: High volumes, falling employee costs, e-auction gains favour for stock
Following the investor call, brokerages remained bullish on Coal India on higher volumes, lowering wage bill and increased e-auction premiums
BUSINESS
Consumer staple firms pin hopes on festive season for volume growth: Jefferies
Gross margins for consumer staples players also saw an improvement, as input prices of raw materials turned benign
BUSINESS
Softer US CPI tailwind for Indian share market; expect FIIs to return, financials, auto to outperform
With the softer US inflation print, expectations are high that the peak of the rate cycle is reached which may lead to a Fed pivot.
BUSINESS
Will FIIs return to buy Indian equities? US Fed rate pause to benefit India but outlook cautious
Any drop in the interest rates means that more money will flow into EMs and India will be the biggest beneficiary, say market experts.
BUSINESS
Bharti Airtel Q2: Revenue may jump double-digits on increasing ARPU, subscriber addition
The company is likely to see a 10.8 percent jump in overall revenues in the quarter ended September. The near term growth looks positive owing to the growth in demand for data globally and the transition from 4Gto 5G.
BUSINESS
Mid and small-cap carnage: How to reposition your portfolio
This correction is an opportunity for investors to strengthen their portfolio, be it mid- or small-caps. The long-term outlook for midcaps remains positive as a large portion of them are domestically oriented businesses, say analysts
BUSINESS
How will the surge in US bond yields rub-off on other asset classes?
US bond yields have reached the highest level since 2007. Interestingly, in a break from tradition, gold and crude prices are also rising along with the yields, thanks to the global geopolitical uncertainties.
BUSINESS
HUL Q2FY24 preview: Inflation to hit revenue, sales growth; profit may fall as price cuts hit margins
While brokerages say the company might see a 3-5.5% revenue growth YoY to around Rs 15,000 crore, analysts project PAT to be down around 1% YoY -- at around Rs 2,500 crore
BUSINESS
Gold gleam dims amid Israel-Hamas war; is it no longer the ultimate safe haven?
Money had been flowing to the US dollar as investors fled risky assets, and to a lesser extent to gold. However, the greenback’s run of 11 consecutive weekly gains ended last week, and the safe haven preferred now is gold, which had been subdued for a while, say analysts.
BUSINESS
Oil marketing companies’ margin slump to hit Q2 net profit; strong show expected from RIL
Strong refining margins and inventory gains, however, could partly offset the slump in marketing margins of downstream oil companies, say analysts. About RIL, they said the company has showcased noteworthy resilience and growth during Q2FY24
BUSINESS
Why PSU bank stocks fell while private sector banks rose today?
After the rally in public sector banking shares , market participants looking out for other sectors to invest in, said analysts
BUSINESS
Suzlon Energy: Could Dilip Shanghvi’s cancellation of agreement mean an eventual exit?
Analysts said despite Shanghvi’s exit, there are a slew of reasons to be bullish on Suzlon.
BUSINESS
Brace for higher oil prices, trade disruptions, says JPMorgan CEO Jamie Dimon
We’ve dealt with deficits before, we've dealt with recessions before; we haven't really seen something like this, pretty much since World War II, says Dimon
