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326 Results Found
  • Herd Immunity Part 2: Is the race a sprint or a marathon? May 14, 2021 12:10 PM IST

    Herd Immunity Part 2: Is the race a sprint or a marathon?

    In terms of Fauci’s estimated threshold (70 percent) for herd immunity, India might reach that goal by mid-November.

  • Herd Immunity Part 1: Why the markets are not feeling the pain of the second wave May 14, 2021 09:59 AM IST

    Herd Immunity Part 1: Why the markets are not feeling the pain of the second wave

    With markets making a wild swing from despondency to euphoria last year, investors do not want to miss a recovery rally this time around and are exercising patience in the hope of a better second half

  • Fed: The US economy has just got vaccinated Apr 29, 2021 08:49 AM IST

    Fed: The US economy has just got vaccinated

    Even though the next few months of payroll data are expected to be exceptionally good, the Fed will give due credence to the weak macroeconomic situation elsewhere in the world before hinting at a rate hike cycle

  • What is the endgame for the second wave? How should investors position themselves? Part-2 Apr 26, 2021 10:35 AM IST

    What is the endgame for the second wave? How should investors position themselves? Part-2

    Given improved demand scenario in developed markets and ebbing of health crises elsewhere, India’s export oriented sectors – IT, pharma and chemicals – are expected to outperform in the short to medium run

  • What is the endgame for the second wave? How should investors position themselves? Part-1 Apr 26, 2021 10:30 AM IST

    What is the endgame for the second wave? How should investors position themselves? Part-1

    Countries having high coverage of COVID jabs have seen a sharp decline in death rates as the vaccination coverage picked up

  • Deregulation of vaccine rollout: What it means for pharma players Apr 20, 2021 10:11 AM IST

    Deregulation of vaccine rollout: What it means for pharma players

    Dr Reddy’s, Gland Pharma, Strides, Cadila, Aurobindo are some of the names that merit a close watch as operating leverage plays out

  • What ‘second wave’ means for investors in Indian pharma Apr 12, 2021 10:25 AM IST

    What ‘second wave’ means for investors in Indian pharma

    Multi-year opportunity awaits Indian vaccine manufacturers such as DRL, Gland Pharma, Aurobindo Pharma and Cadila Pharma

  • Market outlook: Expect 20,000 on Nifty by September 2021 Apr 07, 2021 11:00 AM IST

    Market outlook: Expect 20,000 on Nifty by September 2021

    Given that the reviving global demand, supply-chain disruptions and hardening of bond yields augur well for commodities, we expect that metal stocks will continue to outperform the broader markets by a significant margin.

  • Why PSU bank privatisation will sail through Mar 12, 2021 09:40 AM IST

    Why PSU bank privatisation will sail through

    Enough margin of safety for an acquirer of PSU banks

  • Is the Indian equity market party losing its zing? Mar 01, 2021 09:27 AM IST

    Is the Indian equity market party losing its zing?

    Bottom-up stock pickers should wait for sudden reversals to buy into well run businesses, taking advantage of a two-way market of 2021.

  • Investors' Dilemma: Should you chase the overvalued tech and consumer stocks that keep going up? Feb 24, 2021 10:30 AM IST

    Investors' Dilemma: Should you chase the overvalued tech and consumer stocks that keep going up?

    Investors need to focus on real economy facing capital intensive business to ride the next wave of secular wealth creation

  • Budget 2021 – This time, the numbers do not lie Feb 02, 2021 10:35 AM IST

    Budget 2021 – This time, the numbers do not lie

    Despite the expressions of intent, the actual capital expenditure is far short of being called a game changer

  • Pharma: Ignore the noise as the core allocation is incremental Feb 01, 2021 07:32 PM IST

    Pharma: Ignore the noise as the core allocation is incremental

    Focus on creating health infrastructure in the Budget 2021 is clearly an incrementally structural move which should indirectly benefit all the domestic oriented companies

  • Why this is 'more than a dream Budget' Feb 01, 2021 07:04 PM IST

    Why this is 'more than a dream Budget'

    The markets now have many reasons to believe in the earnings growth story beyond FY22

  • Oil – How slippery will the path be in 2021? Jan 04, 2021 02:41 PM IST

    Oil – How slippery will the path be in 2021?

    Several factors could play a push and pull for crude prices in 2021 and must be watched for

  • Will 2021 see a return of the bears, or will the bulls still have the last laugh? Dec 30, 2020 10:48 AM IST

    Will 2021 see a return of the bears, or will the bulls still have the last laugh?

    We expect 2021 also to be a year of moderate positive return on the Index level and smart money should have a bottom-up approach of chasing businesses that can offer alpha

  • India investing themes for 2021 Part 3: Renewables and commodities Dec 23, 2020 11:04 AM IST

    India investing themes for 2021 Part 3: Renewables and commodities

    Once the inflation cycle sets in, the cost of power production through fossil fuels will rise with every passing year, with the energy switchover to renewables becoming a viable and attractive option.

  • Why these lesser-known banking names may be back on investors’ radar Dec 17, 2020 09:27 AM IST

    Why these lesser-known banking names may be back on investors’ radar

    Many of the names so far have been shunned by investors, justifiably, on concerns about business growth and asset quality, but they may seem attractive seen with a new lens

  • Why is it important to understand the economics of farmers’ protests? Dec 16, 2020 10:41 AM IST

    Why is it important to understand the economics of farmers’ protests?

    The government appears to be ready to bring in needed amendments, and we feel with appropriate amendments these loopholes can be addressed

  • A shot in the arm for Ujjivan, Equitas Small Finance Bank holdcos Nov 23, 2020 11:39 AM IST

    A shot in the arm for Ujjivan, Equitas Small Finance Bank holdcos

    Holding company discounts may narrow to 20 percent

  • What does DBS-LVB merger mean for Indian banking sector? Nov 18, 2020 08:39 AM IST

    What does DBS-LVB merger mean for Indian banking sector?

    So while this is a great news for LVB depositors and also for the regulator to find a foreign buyer with deep pocket, it doesn’t alter the competitive landscape of Indian banking sector.

  • US elections: Political uncertainty puts onus on Federal Reserve to be on standby Nov 06, 2020 12:45 PM IST

    US elections: Political uncertainty puts onus on Federal Reserve to be on standby

    At this critical point, the Federal Reserve has a crucial role to play to meet liquidity needs

  • Is the post COVID recovery a blip? Nov 03, 2020 09:13 AM IST

    Is the post COVID recovery a blip?

    Disaggregate data points are directionally pointing at a much firmer recovery than anticipated

  • Monsoons – At least something was good in 2020 Oct 14, 2020 09:40 AM IST

    Monsoons – At least something was good in 2020

    Healthy monsoon indicates a strong harvest this kharif season. Good soil moisture and water reservoir levels indicate a strong Rabi produce. That's positive for agri focussed companies

  • Gas price revision – Who gains, who loses? Oct 07, 2020 10:16 AM IST

    Gas price revision – Who gains, who loses?

    Downward revision in gas prices negative for upstream gas players, but positive for downstream gas marketing companies, fertilisers, tiles and power sectors

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