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US-Iran peace deal: Is it enough to end the 2-year drought for Nifty bulls, bring FIIs back?A US-Iran peace framework has sparked a sharp rally in Indian markets, sending crude oil prices lower, strengthening the rupee and promptin...
No easy contrarian sectoral bets left? SBI MF’s Dinesh Balachandran explains what investors should do nowDinesh Balachandran, Head–Investments, SBI Funds Management, runs some of SBI Mutual Fund’s (MF) largest schemes, including SBI Contra Fund...
Retail SIP boom boosts AMC outlook; Nippon, ICICI Pru lead pack: Siddhartha KhemkaIndia's asset management sector is transforming with systematic investing driving growth and stability, reducing reliance on volatile discr...
What war? Smallcap stocks defy Middle East tensions with up to 56% gains in 2 months as Nifty slidesDespite Middle East tensions and a sliding Nifty50, India's smallcap stocks have surged up to 56% in two months. While institutional desks ...
Avis stock's roller coaster drags US' big index Dow Jones Transportation Average along for the rideAvis Budget shares experienced a dramatic 70% plunge, following a massive surge, highlighting meme stock exuberance. This volatility signif...
Quote of the day by Carl Icahn: "In takeovers, the metaphor is war. The secret is reserves. You must have reserves stretched way out ahead."Carl Icahn's "war chest" analogy highlights that sustained success in investing, particularly in takeovers, hinges on having ample "reserve...
Bank stocks vs consumer discretionary: Sunil Subramaniam’s top watchlist for the summer seasonMarket expert Sunil Subramaniam warns the bottom is yet to be established amid geopolitical tensions and Trump-induced volatility. He notes...
Umiya Mobile shares list with 2% premium over IPO price on BSE SME platformUmiya Mobile debuted on the BSE SME platform with a modest 2% premium, listing at Rs 67.4, despite strong retail and HNI interest in its IP...
As stock market is shifting from value to quality, how S Naren is investingValue stocks have started to underperform on Dalal Street, while quality stocks are gaining traction. S Naren of ICICI Prudential Mutual Fu...
The gravity of equity markets: Rationality, boom, and defianceJust like gravity anchors objects to the ground, economic fundamentals usually dictate the direction of equity markets. Yet, in the short r...
India's regulatory scrutiny may raise lenders' capital costs, slow loan growth, says S&P GlobalThe Reserve Bank of India (RBI) is increasing regulatory scrutiny of lenders to improve governance and curb exuberant lending. The RBI has ...
RBI’s warning on exuberant retail lending has deeper dimensionsA recent RBI research delves into the empirics of retail credit growth and concludes that the quality of retail loan portfolio is healthy a...
RBI guards against contagion risk from exuberant retail lending. 5 key takeawaysBanks and NBFCs should ensure that credit growth at the overall, sectoral, and sub-sectoral levels remain sustainable and all forms of exub...
RBI wakes up to the systemic risk from exuberant retail lendingThe complacency of lenders with respect to a potential surge in delinquencies, where households are funding ordinary consumption using reta...
Beat the market in 2022 with focused investment in three sectorsAn important lesson from stock market history is that a sharp crash is followed, more often than not, by a sharp rebound.
Rising clout? Retail investors now getting lion’s share in IPO plansWith a huge influx of retail investors, things seem to be changing now. Retail investors are becoming a force that no one can ignore now. I...
The most ridiculed Nifty stock gets largest retail attention in June quarterNumber of retail investors in the company grew by 4.31 lakh during the quarter to 25 lakh. They together now hold a 12.6 per cent stake in ...
Earnings disappointment a risk for market; Nifty may end at 15,500 by year end: JPMorgan“Valuations in India are looking extended,” Mookim said in a video interview. “There is an expectation or belief that reopening equals grow...
CLSA, Edelweiss downgrade Reliance IndustriesBoth brokerages said that valuations are high, and the rally in the stock triggered by deleveraging and value unlocking in businesses has l...
- Market has momentum from a trading perspective: Sajiv Dhawan
From a trading perspective the momentum is certainly in place whether we go to 5500-5600 that’s not a question but on any given day there a...