VALUE INVESTING
Mumbai housing sales value likely to surpass Rs 2 lakh crore mark by 2030: JLL
Mumbai's housing market is projected to reach Rs 2 lakh crore by 2030, driven by infrastructure developments and increasing sales, according to JLL India report. By 2024, residential sales value is expected to hit a record Rs 1.35 lakh crore. Enhanced connectivity in areas like Navi Mumbai and Thane is boosting launches and sales.
Nvidia fails to impress growth-hungry investors, shares fall
Nvidia's recent quarterly forecast didn't meet high investor expectations, leading to a 6% drop in its shares and affecting other chipmakers. Despite robust growth and a $50 billion share buyback, concerns remain about the long-term viability of generative AI and regulatory scrutiny. Nvidia's forecast for the coming quarter was close to analysts’ estimates.
Buffett's Berkshire Hathaway hits $1 tn market value
Warren Buffett's Berkshire Hathaway holding company crossed $1 trillion in market value Wednesday, making it the first non-tech firm on Wall Street to pass the milestone. On Wednesday, Berkshire Hathaway's market capitalization crossed $1 trillion in early trading, putting it in an exclusive club alongside tech titans like Apple, Nvidia and Microsoft.
Share market update: Most active stocks of the day in terms of total traded value
The NSE Nifty index was trading 15.75 points down at 25002.0
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.
Grip Invest launches India's first privately placed investment grade bonds with Rs 10,000 face value, offering 14% yield
India's first privately placed investment grade bonds with a face value of Rs. 10,000 have been launched by Grip Invest with a tenure of 17 months.
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Aarti Drugs announces record date for Rs 60 crore share buyback
Aarti Drugs has set September 5 as the record date for its Rs 59.85 crore share buyback. The company will repurchase up to 6,65,000 shares at Rs 900 each, a 48% premium on Monday's BSE closing price. The buyback represents 0.72% of its total equity.
Stay invested! There's more value in largecaps but growth story is panning out in mid & smallcaps: Rajesh Bhatia
Rajesh Bhatia, CIO of ITI MF, discussed the current market uptrend, emphasizing the strength of India's structural bull market. He highlighted significant growth in midcap and smallcap sectors, particularly in defence, electronic manufacturing, and capital goods. Bhatia advised staying invested despite frothy valuations due to robust macro conditions and potential for future capital expenditure.
One ratio which helps in bullish, confusing & 'sectoral bearish times': 4 stocks for long term investors
It has made to headlines many times, one sector which is facing the brunt of selling from FPI, no prize for guessing it. It is financial services, stocks including banks. When a sector comes under pressure due to selling by one set of investors then sometimes, a narrative gets created that every stock in that sector should be avoided. But the fact if the fundamental of that sector are intact and improving, these phases of selling are probably an opportunity. Now the question comes which stock should be looked in and how much more should be paid for the stock. One of the ways is to determine by dividing a company’s PE multiple with its growth ratio. Look carefully at PEG ratio which in the long-term indicates many things in a better manner than most other alternatives like PE which tend to create a mirage of value.
Waiting for a technical correction with a stock list and cash in hand, not chasing value: Dipan Mehta
Dipan Mehta, Director at Elixir Equities, discussed market valuations and the lack of corrections since COVID. He advised caution in banking and auto sectors due to stagnation and potential cyclical downturns. Mehta is optimistic about long-term prospects, particularly in industries like smart meters, but is currently holding cash for strategic investments during corrections.
Shares of Trump's media firm sink to record low
Shares of Trump Media & Technology Group, primarily owned by Donald Trump, fell to record lows after his return to rival platform X. The company's stock has declined continuously for eight sessions, closing at $21.42. Contributing factors include a quarterly loss of $16.4 million and Trump's dwindling lead in recent polls and election betting markets.
We're almost fully invested, can’t sell good performers as new ideas are tough to come by: Amit Jeswani
Amit Jeswani, CIO of Stallion Asset, discussed their strategy of staying fully invested, with a focus on high-growth, market-leading companies. Despite briefly holding cash last quarter, they prioritize finding new stock ideas. Jeswani highlighted fruitful investments in capital markets and the growing potential in sectors like power and cables. They continuously seek promising opportunities.
Ola Electric shares up 75% from IPO issue price. 3 reasons why HSBC is bullish
Ola Electric Mobility's shares rose 75% to Rs 133, catching investors off guard. HSBC set a target of Rs 140, highlighting sustained regulatory support and cost-cutting measures. The brokerage predicts lower EV manufacturing costs and successful battery production, making EVs more competitive against ICE scooters.
Read my lipstick, beauty is equity: What Warren Buffett’s investment in a beauty company foretells about the economy
Warren Buffett's recent purchase of Ulta Beauty Inc. shares has sparked concerns of a possible US recession. This aligns with the 'lipstick theory,' which suggests increased cosmetic sales during downturns. As high interest rates and rising unemployment plague the economy, Buffett's cautious investment choices may signal a strategic preparation for tougher times.
Dhirendra Kumar on long-term investment & art of taking minimum risk
Dhirendra Kumar, CEO of Value Research, discussed his disciplined spending and investment strategies, emphasizing the importance of delayed gratification and careful financial planning. He categorizes expenses into essential, efficiency-boosting, and pleasure. Kumar's approach has led to his financial freedom, and he advises aspiring for financial independence and early retirement while ensuring a balanced lifestyle.
Indian investors value sustainability but struggle to access trustworthy data: Deloitte
Deloitte and The Fletcher School found that more than 90% of Indian institutional investors consider sustainability data crucial for due diligence. Challenges include inconsistent ESG ratings and high costs. The report recommends improved reporting standards and third-party assurances to build trust, as client pressure to incorporate ESG strategies intensifies.
Is there value and scope for outperformance in HPCL, BPCL & IOC? Dipan Mehta answers
Dipan Mehta from Elixir Equities discussed the investment potential of oil PSUs like HPCL, BPCL, and IOC, highlighting their earnings volatility. He noted the valuation compression in PSU sectors such as mining and engineering, and suggested potential in PSU banks. Mehta remains cautious, preferring to wait for a market correction before making new investments.
Best value funds to invest in August 2024
If value investing still appeals to you, here is our list of recommended value funds to invest in August 2024. There is no change in our recommended schemes. Watch out for our monthly updates to find out whether your favourite scheme is performing well.
Reliance Retail gets about Rs 15,000 cr from parent to expand presence
Reliance Industries has invested approximately ₹14,839 crore into Reliance Retail as debt over the last fiscal year, marking the largest financial support in a decade. This investment supports Reliance Retail's expansion into smaller towns and new store formats, with a total of ₹19,170 crore invested, including ₹4,330 crore in equity. The company has also accelerated the repayment of bank loans, possibly in preparation for a future IPO, though no formal announcement has been made. Reliance Retail’s overall debt has risen to ₹81,060 crore, reflecting the significant funding from its parent company.
Wall Street mixed ahead of economic data; CPI in focus
Wall Street ended with mixed results as investors awaited key U.S. economic data and retailer earnings. The Dow Jones fell, while the S&P 500 and Nasdaq saw gains. Key points of interest include the consumer price index and retail sales data, along with potential Federal Reserve policy changes. KeyCorp surged on news of Scotiabank's investment.
India outpaces major economies in growth of intangible investments
This growth underscores India's expanding role in global innovation and intellectual property. The report released by the World Intellectual Property Organisation (WIPO) marks the first time data on intangible investment is available for India.
MF Query: How to invest for your child's future: SIPs, diversification, and fund choices
Roshni Dudhe seeks advice on starting a 15-year SIP for her 12-year-old twin daughters. Girirajan Murugan of FundsIndia recommends a diversified equity portfolio with various fund types and warned against Children Funds due to lock-in periods and higher expense ratios. The consultation aimed to secure financial stability through life stages.
Sebi amends AIF rule; specifies maximum permissible limit for extension of Large Value Funds' tenure
The extension in tenure of any existing scheme of a large value fund for accredited investors will be subject to such conditions as specified by the regulator.
FTA, investment promotion, connectivity are key to greater BIMSTEC cooperation
The two-day CII BIMSTEC Business Summit 2024 in New Delhi highlighted the need for concluding the BIMSTEC Free Trade Agreement and promoting investments to boost intra-regional trade. Key focus areas include connectivity, agriculture, energy, and technology. An annual business summit and the establishment of a BIMSTEC Industry Chamber were proposed.
Analyst Views: Selloff may offer opportunities
Analysts indicated that global panic selling might provide investment opportunities shortly. While Indian stocks appear oversold, further corrections are possible, especially in midcaps and large-caps. They recommended focusing on sectors such as pharma, FMCG, IT, chemicals, and financial services, which could outperform during the market's recovery phase.
Value investing for beginners: Invest in Value Fund for balanced growth
Value investing involves picking undervalued stocks. Beginners can invest in Value Funds for balanced, long-term gains. Set goals, research, and invest via SIP to balance risk-return. This strategy withstands downturns, covers market segments, recovers beaten-down stocks, reshuffles portfolios, avoids multi-baggers, and maximizes total returns, accounting for expense ratio and exit load.
Best value funds to invest in July 2024
If value investing still appeals to you, here is our list of recommended value funds to invest in July 2024. There is no change in our recommended schemes. Watch out for our monthly updates to find out whether your favourite scheme is performing well.
ET Mutual Funds Explains: Want to know the future value of your financial goals? Use this formula
Many investors just pick a random number. Many investors pick up big numbers, usually Rs 50 lakh or Rs 1 crore which they think will suffice for their future. Inflation significantly reduces the purchasing power of money over time, so the amount that appears substantial now might not be enough in the coming years.
Special call auctions to aid holding companies price discovery, narrow discounts
Sebi introduces special call auctions for price discovery of holding companies, narrowing the market-book value gap. Stocks like Kalyani Investment trade at 60-85% discount to book value.
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