Start-up Street: After a blip, fintech is back to pole position for VC funds
After slowing down the pace of funding in the last few months, venture capital (VC) investors are clearly back to supporting Fintech start-ups
Large hospitals driving recovery in healthcare sector
Hospital bed occupancy levels began rising from March. Large companies expect this recovery to continue in 2022
Housing Affordability: Cities with highest and lowest rental yields
The objective of the survey titled Moneycontrol-Liases Foras House Purchase Affordability Index is to draw up a list of the top five affordable cities in India based on the homebuyers’ capacity to rent a house rather than purchase it. Manisha Gupta of Moneycontrol discusses the study criteria with Pankaj Kapoor, Founder & MD of Liases Foras Real Estate Rating & Research. Niranjan Hiranandani, Co-founder & MD of Hiranandani Group, also joins in with his take on the overall housing & rental market in India. Watch the video for more.
Prospects for rural FMCG demand revival don’t look bright, yet
While a good monsoon forecast and higher MSPs are good signs, they may not be sufficient to pull rural demand out of a hole
Retail sector: Long term looks sunny despite near-term woes
While there are near term headwinds in the form of subdued demand owing to increased prices, the long term outlook for the retail sector is bright. Market weakness should be used to add quality stocks in the portfolio
US price erosion triggers strategy rejig at Indian pharma
Drug suppliers rethink their investment strategy as continuous price erosion hurts profitability and returns from the US market
Bajar Gupshup | Indices nosedive; Sensex tanks more than 1,000 points, Nifty ends at 16,202
Sensex tanked more than 1,000 points to close at 54,303 and Nifty ended at 16,202. All sectoral and broader indices came under pressure with Nifty Bank, IT, Financial Services ending up as the biggest losers.
Cement is the pickaxes and shovels of India’s infrastructure rush
The huge infrastructure programme of the government and the return of investment demand in the private sector is good news for the cement industry
Indian paper industry: a glossy and shiny future
With only 5 percent of the world’s production share and a massive gap in per capita paper consumption, the long-term growth looks promising. Economic reforms, rising literacy rates, and an exponential e-commerce demand for packaging will only spur growth
Max Life rebounds in May, but growth winds are firmly behind SBI Life
SBI Life clocks strong growth in revenue and unit sales. Max Life sees sequential recovery in market share
Correction stabilises valuation of IT stocks before a rate hike injects more volatility in markets
Strong demand and other long-term growth drivers are intact for the IT sector. With favourable exchange rate and easing of supply-side challenges, the sector is likely to deliver good growth again in the medium to long term
NHPC's power capacity is set to grow, will earnings follow?
The company aims to commission 2,800 MW of projects by March 2024 at the standalone level, ending a 4-year drought in capacity addition
At 24% topline growth, steel sector ready to face near-term challenges
Industry experts view the imposition of export duty on steel as temporary, similar to one in FY08, when the export duty was withdrawn within a month on flats and in a few months on longs.
IT fails to beat estimates on supply-side challenges but strong demand may help rebound
Experts are of the opinion that the erosion in margins and valuation derating process could slow from here for the IT companies as the long term growth drivers remain intact
How to invest in stocks during times of inflation
Investing in a changing economic scenario is challenging, especially amid times of inflation, when prices of goods and services go up. Here are the key points to keep in mind before you pick stocks/sectors during inflation. Watch the video for more.
Power generation set to clock robust growth despite fuel challenges
Total electricity generation increased by about 14 percent from April 1 till May 29 this year
Markets with Santo & CJ | What early 2000s can tell you about bear market rallies?
Coming up on markets with #SantoAndCJ at 3 PM | #ICYMI What early 2000s can tell you about bear market rallies? Also, Santo & CJ’s take on DLF, 3M India, Atul Auto, Sudarshan Chemicals and Granules India.
Into the red, yet 11 companies thrash out dividend plans for this fiscal
The payouts, subject to shareholder approval, in the bulk of the cases benefit the companies’ promoters the most.
Markets with Santo and CJ | M&M, JSW Steel, Tata Power, TCNS Clothing, and Nykaa in focus
Nifty 50 closed above the 20 DMA on Friday and is likely to cross the 16,400 level. Also, know why Santo and CJ are tracking M&M, JSW Steel, Tata Power, TNS Clothing, and Nykaa.
Morning Trade | Results focus on M&M, JSW Steel, Nykaa
Catch Sumaira Abidi in conversation with Gaurang Shah of Geojit Financial Services and Rajesh Palviya of Axis Securities as we answer all your stock queries.
MTAR Tech to see jump in earnings in next 2 fiscals; correction a buying opportunity?
MTAR Technologies is a growth stock available at reasonable valuations. Recent correction offers opportunity in light of the low valuations. Watch the video for more.
Bajar Gupshup | Indices end with robust gains; IT, banking, auto & FMCG sectors top gainers
Benchmark indices ended higher for the second consecutive day on May 27. At close, the Sensex was up 632.13 points or 1.17% at 54,884.66, and the Nifty was up 182.30 points or 1.13% at 16,352.50. Here’s the round-up of all the day’s action with Yatin Mota.
Aditya Birla Fashion & Retail at reasonable valuations; time to add the stock to your portfolio?
Aditya Birla Fashion and Retail posted a decent March 2022 quarter performance. The company will scale up its core brand business and is targeting multi-fold growth in new businesses of innerwear and ethnic. Watch the video to know why Moneycontrol Pro has a positive stance on the stock.
Nomura sees tough days ahead for IT sector on challenging macro factors
Nomura says it studied revenue and earnings profiles of 750 firms and that suggest a material slowdown in the overall financial performance in the upcoming quarters.
