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December 07, 2022 07:43 AM IST Asia seems better positioned in 2023 than the West and hence the flows should remain reasonably supportive for emerging markets (EMs), especially when the US dollar is starting to see some weakness
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December 06, 2022 09:06 AM IST Soni says Indian equity is one of the best asset classes for long-term wealth creation. Equity, however, by nature, is volatile in the short term and to create wealth, one needs to stay invested through market cycles
- December 05, 2022 01:18 PM IST
Last month, the insurance regulator allowed private equity funds to invest directly into insurance companies, non-promoters to hold up to a 25 percent stake, and eased solvency ratios for products.
- December 05, 2022 08:41 AM IST
From a valuation standpoint, sectors like financials, consumer discretionary like autos, and technology offer pockets of value, says Mehta
- December 05, 2022 08:35 AM IST
Nifty 200 & Nifty 500 indices are yet to register a firm close above their respective October 2021 life high zones, Sacchitanand Uttekar of Tradebulls Securities says.
- December 04, 2022 08:16 AM IST
Nishit Master believes Indian markets will continue to do well in 2023 as India remains the fastest-growing major economy of the world in an environment where growth is slowing everywhere else, including in the US, Europe, and China.
- December 03, 2022 08:35 AM IST
Ambit Asset Management is keenly evaluating sectors such as software, pharma and select discretionary where value is emerging. says Bhansali
- December 02, 2022 10:34 AM IST
Piyush Garg of ICICI Securities is bullish on the telecom space but cautious about mid-sized and product-based IT companies.
- December 01, 2022 02:01 PM IST
In an interview with Faizal Khan from his home in Paris, Nadav Lapid looks back at his role as the chairman of the jury, the controversy, and his admiration for past and present Indian filmmakers
- December 01, 2022 12:32 PM IST
A developed market recession could negatively impact the revenues of India's services sector, where the urban affluent population is employed, dampening the consumption sentiment, he says.
- December 01, 2022 12:24 PM IST
While the BJP is confident of a comprehensive victory and retaining power in Gujarat, the Congress says that it is hoping to come to power with more than 125 seats.
BJP veteran Bhupendrasinh Chudasama and Congress Spokesperson Alok Sharma speak to Moneycontrol Deputy Editor, Shweta Punj.
Watch the full interview to know their take on the Gujarat polls!
- November 30, 2022 11:19 AM IST
Stay invested in high-quality businesses to generate outsized returns over the long term, and any correction in the markets should be used to add high-quality names to the portfolio, says Co-Founder and Chief Investment Officer of Enam Asset Management Company.
- November 29, 2022 02:38 PM IST
Fusion Micro Finance has made more than adequate provisioning for stress, says Devesh Sachdev
- November 29, 2022 09:27 AM IST
Real estate stocks have been badly bruised in 2022, despite demand being strong as liquidity tightened. With liquidity tightening peaking out, it's worth looking at the sector.
- November 29, 2022 07:54 AM IST
Indian growth is likely to see a seasonal slowdown post the bumper festive season of 2022. It is also likely that some brushoff from global growth slowdown will impact Indian economic growth.
- November 28, 2022 06:20 AM IST
Tirthankar Das, technical & derivatives analyst (retail), Ashika Stock Broking, expects the volatility index the India VIX, which sank to a 14-month low, to start inching up from December end
- November 28, 2022 06:19 AM IST
With most of the headwinds receding in the rear-view mirror, Modi expects the tailwinds to continue and things to get better. He feels the earnings trajectory is solid and there's little downside risk over the next 12-18 months.
- November 27, 2022 08:43 AM IST
India can benefit from a recession-led fall in commodity prices. Achieving the RBI growth estimate for FY23 could be seen as a better-than-expected outcome given the current uncertainties, says Sameer Kaul of TrustPlutus Wealth
- November 26, 2022 01:59 PM IST
JamaWealth founder-CEO Ram Kalyan Medury also said that after the recent flurry of activity, even the primary markets could mellow down due to the global macro situation
- November 25, 2022 10:02 AM IST
The key financial metrics like NPA are likely to continue to improve in the rest of FY2023, backed by strengthened balance sheets and an improving credit demand outlook, especially for working capital, Arun Malhotra of CapGrow Capital says.
- November 24, 2022 02:28 PM IST
There is no known event that will keep markets volatile — the data and facts point to an optimistic situation for the markets, says Vikas V Gupta of OmniScience Capital.
- November 24, 2022 01:30 PM IST
Keystone Realtors stock opened today at Rs 555 per share and was up about 2.5% from its issue price of Rs 541. Boman Rustom Irani spoke at length about the stock's performance and the realty firm's future plans.
- November 23, 2022 07:45 AM IST
Green Portfolio is positive on banking sector but is also closely watching the macro developments as this sector has a high correlation to the macro developments.
- November 22, 2022 07:27 AM IST
The most important factor that drives the markets in the short term is liquidity. Domestic liquidity has been extremely strong and our stock markets have done relatively well compared to other MSCI emerging markets, despite the relentless FII selling.
- November 21, 2022 01:59 PM IST
Chief market strategist Anand James says despite VIX sinking to 15, the risk appetite has not been strong enough to trigger a sustained rally across Nifty stocks
