MARKETING DEFINITION
Deven Choksey on 2 sectors that may outperform in the market going forward
So, commodity as a space, including chemical commodity, we find that probably the better times going forward. From the pipeline, I think the expensive inventory is also out and as a result of which some of these companies are looking relatively better placed on the margin front for FY25.
Don’t expect valuations to be cheap anytime soon; sector rotation keeping market healthy: Abhishek Basumallick
Abhishek Basumallick of Intelsense Capital discusses the Indian market's health and sectoral prospects. With a focus on IT, chemicals, pharma, auto, and manufacturing sectors, he anticipates steady growth over the next decade. He advises caution as valuations remain high but sees opportunities in new IPOs and rural consumption trends improving.
Market cap overhang a challenge for potential listing: PhonePe
Walmart-backed fintech major PhonePe on Wednesday said the market cap overhang is a challenge for the potential listing of the company and can not go to the market based on the current numbers and market share. He also said the company plans to enter the European market in the next five years.
How to buy Sovereign Gold Bonds (SGBs) from stock market?
Sovereign gold bonds can be brought from primary market during the window when government announces the dates or from secondary market from secondary market through the National Stock Exchange (NSE) and the Bombay Stock Exchange (BSE).
Raunak Onkar reveals 3 value plays in current market scenario
You are actually seeing the demand offtake now as compared to what we were talking about, say five-six years back where everybody had a goal towards reducing the emissions across the world. Now, all these countries are coming and developing their grids. You are seeing renewable energy being picked up.
Big movers on D-Street: What should investors do with Trent, Honasa Consumer and NIIT?
On Monday, equity indices surged nearly 1%, driven by optimism around potential US Federal Reserve interest rate cuts. Trent dropped 0.27%, Honasa Consumer soared 8%, and NIIT climbed nearly 20%. Analyst Avdhut Bagkar discussed upcoming projections and important support levels for these stocks when markets reopen today.
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With Fed's shift to job market risks done, policy now has to catch up
In 2022, the Federal Reserve focused on combating inflation by rapidly raising interest rates. Two years later, the focus has shifted to protecting the job market, with potential rate cuts on the horizon. Fed Chair Jerome Powell's recent speech at the Jackson Hole conference highlighted the need to address job market risks. The economy is at a critical juncture as officials debate the pace and extent of rate cuts to maintain full employment.
Is technology revolutionizing your investment strategy or fueling your FOMO?
Investors must tread carefully, ensuring that they strike the right balance between the tactical applications of AI and a thorough understanding of its wider business implications
Shreyash Devalkar on how to spot winning stocks in India's expensive market
It has gems jewellery and paint, consumer electronics, telecom, hospital, power, even it has power utility which is one of the highest growing segment and real estate. So, it is a combination of both cyclicals and non-cyclicals.
Falling crude prices to surge marketing margins; strengthen OMCs earnings outlook: Probal Sen
But if we look at the way crude prices are behaving, if we look at the way demand estimates continue to see a little bit of softness, there is a wide variance one has to say between the different organisations tracking it, OPEC is probably still closer to about 2 million barrels a day of demand for the next 12 months, whereas IEA is as low as 0.7-0.8 million barrels.
It will be frustrating for anybody waiting for a sharp fall in market: Raamdeo Agrawal
Raamdeo Agrawal, chairman of Motilal Oswal Financial Services, discussed the current unique market cycle driven by political stability and a strong economy. He predicted bullish trends with limited corrections, acknowledging the overvaluation in mid- and small-cap stocks. Agrawal also addressed the challenges in the banking sector, IT stocks' stability, and potential in new-age businesses.
From Noise to Signal: Share.Market's Sujit Modi on the Evolution of Factor Investing
In a rapidly evolving financial landscape, technology has become a key driver of change in the way people trade and invest in India.
Time to be a bit on the back foot and evaluate every stock on its merit: Sumeet Nagar
The PSUs have clearly outperformed over the last couple of years, but it is after almost a decade of underperforming. So, as a result, they probably got beaten down too much. They were very cheaply valued and some sort of bounce back or reversion to the mean was probably warranted and so that is what you saw playing out
Markets brace for a dovish surprise; expecting 100% chance of a rate cut in September: Farah Mourad
Even though if you notice today this drop on US dollar and expectation for the Fed minutes and Jerome Powell's speech, I believe the markets are pricing a dovish surprise. I highly doubt it is the right time for it, but that is what the markets are pricing right now.
Indian market unlikely to fall as every dip gets bought into; tech, pharma making a comeback: Manish Sonthalia
Manish Sonthalia from Emkay Investment Managers discussed the current stock market dynamics, emphasizing the stock picker's market and the challenge of high valuations. He cited the influence of global markets, local inflows, and anticipated rate cuts. Sonthalia also analyzed various sectors, highlighting concerns in capital goods and potential growth in pharma and auto components.
FMCG players expect volume trends to sustain amid rising demand in rural markets
FMCG firms reported rural demand resurgence and strong e-commerce growth, especially through quick commerce, in the June quarter. Companies like HUL, ITC, and Dabur, despite high food inflation, are optimistic about future growth due to favorable monsoons and government policies boosting the rural economy. Traditional urban channels showed some slowdown.
TVS Motor Co to expand electric 2W sales in both developing, developed markets: CEO KN Radhakrishnan
TVS Motor Company aimed to broaden its electric vehicle sales in both developing and developed markets, betting on India's potential as a major export hub. The company used its Indonesian plant for the ASEAN region, reporting increased sales. They expanded their EV network in India and planned further product launches.
As the Indian economy grows, a new definition of defensive stocks is required? 8 stocks from 2 sectors with upside potential up to 31%
On two significant days, first the election results on June 4th and second, last Monday, when there was a sharp sell off in global markets, on both the days, while Nifty and broader market was under severe pressure, it was FMCG stocks, which were able register gains. Explanation was the same old, that money is moving to defensive stocks. While moving to defensive stocks trade which has been taking place for some time. But there is a fundamental question. Given the fact that the Indian economy has changed and new sectors have emerged, whose growth is better and also stable, should FMCG stocks be considered defensive stocks ? The reason why it is important to understand this is the fact that over the next few quarters volatility might be high and there will be phases where this defensive stock trade might come and one should be prepared for it. Also their numbers are clearly indicating that time to make a shift has come.
Market to hover around current levels due to global volatility: Sudip Bandyopadhyay
Considering these factors, I do not believe that the Indian market will fall significantly. Instead, it is likely to hover around current levels for some time due to global market volatility. This volatility and consolidation at elevated levels are actually beneficial for the market’s long-term health.
Gold should definitely have some allocation in your overall asset allocation: Gautam Baid
The Federal Reserve never acts in a very stable way on either side. They either overshoot on the upside or they overshoot on the downside and in both the cases they are often too late.
India is in a bull market; stay invested: Rajesh Bhatia
But as far as the Indian markets are concerned, it is an extremely strong market, minus the fact that the US could be going into a slowdown and it is difficult to kind of gauge the extent of the slowdown as yet but it is certainly going into a slowdown and which is going to trigger interest rate cuts from the Federal Reserve. So, minus that concern which will probably impact global-facing sectors, India is in a bull market, stay invested in India.
U.S heading for a recession? Here are all the key indicators that point towards it
Despite a 2.5% U.S. GDP growth, concerns about global economic impacts from China's slowdown have been rising for weeks.
Budget needs to deliver for markets to move higher: Sandip Sabharwal
They should be bold and give around one-and-a-half lakh crores of relief to individual taxpayers because the multiplier on this is very high. So, one-and-a-half lakhs crores of tax break can actually lead to ultimate incremental consumption boost of nearly three times of that, four-and-a-half lakh crores.
FMCG is “passe”: Indian economy has a new definition of defensive stocks: 8 stocks from 2 sectors with upside scope of up to 37%
On the day of election results were announced and the whole stock market melted, stocks from one sector were able to gain, that was FMCG. Many theories were floated about why they are doing well. Right from them being defensive stocks to that focus would not shift from investment to consumption. But close to a month down the line, all those stocks are once again in the under performance mode. The fact is before deciding on whether the stocks are defensive or not, some questions need to be asked. A stock which was a defensive stock in 1994 when the Indian economy was just opening is still a defensive stock even in 2024 when we are a whole different economy with different needs and consumption patterns.
Budget 2024: What is a Populist Budget and why is it controversial?
A populist budget is a fiscal plan focused on immediate public appeal through measures like tax cuts and social spending increases. Criticized for prioritizing short-term benefits over long-term economic stability, such budgets can lead to fiscal deficits, inflationary pressures, and disparities in resource distribution, while potentially undermining independent economic institutions.
India definitely richly valued; but still is a paradise for picking stocks: Porinju Veliyath
So, we all are in a sweet spot, equity market, the investors, the traders, the whole country, this economy. Of course, there are challenges. So, somebody was talking the other day what are the challenges today? I think rural stress. This is something could be the focus of the new government, the new ministries and so this is relevant to the equity investors also.
This FD amount will soon be considered as retail FD; RBI to review bulk FD limits
Bulk FD amount of bank: The new proposal has been announced by RBI in the Monetary Policy Committee announcement today. The central bank said that necessary guidelines will soon be issued.
What type of gift is taxed and what is exempted? Arnav Pandya explains
Arnav Pandya explains income tax rules for gifts, highlighting exemptions for gifts from relatives like spouses, parents, and in-laws. Various types of gifts are taxable based on valuation and specific conditions, impacting both givers and receivers. Pandya says: "Any amount received from a relative, even if it is above 50,000 would not be taxed in the hands of the receiver ."
Rahul Gandhi does not know definition of democracy: Kangana Ranaut
Actor Kangana Ranaut, BJP candidate from Mandi Lok Sabha seat, criticized Congress leader Rahul Gandhi for lacking an understanding of democracy. She expressed confidence in BJP's victory in all four Lok Sabha seats in Himachal Pradesh and aimed for "400 par" in the upcoming elections.
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