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NAVEEN KULKARNI PORTFOLIO
RBI rate cut: What it means for banks, NBFCs, auto and real estate stocksAlthough the rate cut is seen as positive for equities, the RBI's policy failed to offer a clear direction for the stock market, which has ...
Stock price bottoms look elusive even with decline in risk appetiteBenchmark indices - Sensex and Nifty - are almost 10% down from their peaks made on September 27, led by a sell-off by foreign investors sp...
FIIs offload shares worth ₹29,000 crore via stock exchange in August, but buying noticed in primary marketDuring the first two weeks of August, foreign institutional investors withdrew a substantial Rs 14,790 crore from financial stocks and expr...
No Friday blockbuster for bonds on JPM indexIndian bonds debuted in JP Morgan's GBI-EM global index suite on Friday, with the country expected to reach a maximum weight of 10% in the ...
Sensex wins 1000-pt marathon in just a month, scales 75000-mark; what’s the next target?Domestic equity bulls drove a 1000-point rally in S&P BSE Sensex, surpassing 75,000. Nifty50 hit a new high. Market sentiment buoyed by var...
ETMarkets Smart Talk: FY25 is likely to see private banks doing well along with PSU utilities: Naveen KulkarniFY25 outlook favors private banks, PSU utilities, Pharma, and IT sectors. While largecaps offer decent value even at current levels, the br...
ETMarkets Smart Talk: It is a 10/10 Budget from Modi govt; Renewable good theme for next 10 years: Naveen KulkarniNaveen Kulkarni says, PSUs and Capex-oriented sectors are likely to benefit the most from Budget 2024. PSUs will see lesser supply from the...
Maruti posts 13% margin. Can Tata Motors and M&M follow?“It will vary from one company to another company. M&M has a completely different mix of products. M&M, of course, has a very large tractor...
ETMarkets Smart Talk: Israel-Hamas conflict could result in long term inflationary headwind: Naveen Kulkarni"Geopolitical events have long-term consequences for equity markets, but they are difficult to quantify. These challenges often result in h...
ETMarkets Smart Talk- Market may see time correction and non-quality stocks correcting: Naveen KulkarniIn the previous downgrade in 2011, the market saw a much more meaningful correction. The current correction is a mix of cautiousness and pr...
RBI rate hike: What’s ailing investors in bank stocks?According to the latest print on January 27, while credit growth was healthy on a YoY basis, it de-grew marginally on a fortnightly basis, ...
Four charts show rebound in Indian stocks is running out of steamThe nation’s key stocks gauges have catapulted back to near-record levels, with the S&P BSE Sensex up about 12% this quarter, among the wor...
Beams Fintech Fund rakes in Rs 270 cr in first close of its maiden roundThe VC-backed firm has made it big within 3 months of its official launch.
Strong Q1 GDP to further strengthen investor optimism for growthWhile the 24 per cent contraction in the June quarter of last year due to the national lockdown had a major role in the 20 per cent growth ...
Cap goods & infra cos, banks likely to gain further if NDA returnsAnalysts are advising investors to use the rally to exit troubled companies.
FPIs turn net sellers in September, pull out USD 1.3 billion so farPrior to that, overseas investors had pulled out over Rs 61,000 crore during April-June.
Value stocks poised to outperform growth stocks, benchmarksAnalysts say discount in valuations of value index to the growth index suggests there is a possibility of a rally in the value stocks.