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Copper in the last couple of months has done great on charts, surging from a low of $8800 to almost $10000 a ton. Prices are holding at 2-year highs as Markets anticipate a deficit in copper supplies in 2024. Prices have gained 12% in the past month and are up 25% since October 2023. Copper is a great investment story! It has supply-side challenges, concentrate tightness and restocking effect after a long manufacturing slowdown. But will this bull run continue? Watch to know more.
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Investors won’t be willing to overpay just on the basis of some fancy story, they would rather wait for the story to start reflecting in the earnings
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The consensus view is that the market is likely to stay bullish till the elections. Why? The answer you get is that the government will not want to spoil mood in the market ahead of the elections
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FIIs have net sold around $3.5 billion worth of Indian equities since the start of the year. Banking, construction, and telecom are among the sectors they have been most bearish on
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Veteran brokers say that while rising prices encourage more risk taking, it also induces a sense of complacency and so many large investors/traders are unable to exit in time
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Stock prices are soaring, and valuations in many cases do not make sense. But nobody wants to be a passive spectator even though the potential downside from the current level is much higher than the potential upside
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Veteran investors are booking profits in overvalued names and ploughing some of that money back into their holdings they are comfortable with
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No major negative triggers on the horizon for now, except that the third-quarter earnings season is giving a section of investors pause for thought
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In an interview with Moneycontrol, Damani spoke about the accounting red flags that investors should keep an eye out for.
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Not that interest rates are a deal-breaker for the Indian market, but stock market loves it when the cost of funds goes down
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The stocks market continues to be in a bull run with valuations elevated across sectors and stocks driven by optimism around India’s growth story and steady fund flows from Indian investors. Having traversed multiple market cycles over 35 years, market veteran Raamdeo Agrawal draws on his experience to explain where we are headed, what could go wrong, and how to invest in current times with N Mahalakshmi.
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Index heavyweights were the star performers on Monday, and there is talk that the much awaited shifted from mid and small caps to large caps may be underway
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The bull argument for the power utilities sector is best summarised by a recent Jefferies report, saying that peak power shortages will persist for 18-24 months at least
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India's inclusion in the JPM index will lead to higher bond flows, leaving space for more private capex, the senior economist added in her stance on India in 2024
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The Indian equity markets are witnessing a 'goldilocks period' earlier than mother markets US, Agrawal observed.
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It has taken a long … a long, long time for Indian GDP to hit $3.5 trillion. But given the power of compounding, it will take less than a decade to double GDP to $7 trillion. And there is literally no force on the planet that can stop this from happening
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The Indian stock market is set for a slower start after scaling record highs. Indian equity markets ended at record high with Nifty crossing 20,000 mark for the first time. Market cap of BSE companies were at record high approaching $4 billion. The upward momentum in markets started after March 2023, with the dawn of the new financial year. After falling to a low of 16,950-level, the Nifty 50 began its up move, gaining close to 18 percent since then.
But, the real question one asks- what’s next? We try and decode this for you Join Moneycontrol's Nickey Mirchandani in a conversation with Sushil Kedia, founder & CEO of Kedianomics, Sneha Seth -- Derivatives Research Analyst, Angel One and Gautam Duggad · Head Of Research, Director - Institutional Equities at Motilal Oswal Financial Services. News to track for Tuesday's trading session includes L&T’s buyback, Reliance Venture investments and action cement names due to price hikes.
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On this episode of How To Ride The Bull Run, Moneycontrol's Senior Consulting Editor N Mahalakshmi speaks to the president of Yardeni Research, Edward Yardeni on why he thinks India outshines China in the geopolitical landscape and is the best destination to invest in! Watch
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Watch N Mahalakshmi of Moneycontrol discussing with Bharat Shah, Director of ASK Investments about how to ride the bull run.
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The founder of Indiacharts pointed out that, for almost 18 months till March, there wasn’t participation from mid- and small-caps “in a big way”, but that is changing now
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The founder of Helios Capital was talking about picking stocks and the many opportunities in the market
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Thomas Thornton, founder of Hedge Fund Telemetry, pointed to weakening demand and cash flows
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Vikas Khemani, founder at Carnelian Asset Advisors talks about how investors should approach the markets at this point, when Nifty has breezed past 19,000 and the market is marching on. Is this Bull Run sustainable — and what sectors can you bet on? Watch!
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Earlier instances of bull markets in broader equities have seen microcap earnings yield spread over largecaps drop to near-zero versus current spread of 150-200 bps
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The Zerodha CEO pointed to increased investor interest in fixed-income instruments
