Valuations higher than what growth warrants; pick stocks carefully in this market: Shreyash DevalkarFund Manager Shreyash Devalkar notes that while macro factors like US flows and controlled inflation support the market, valuations, especi...
02 Jun, 2025, 01.49 PM IST
What's driving the rally in IT stocks? Abhishek Kumar answersAnd with rate cut on the anvil in US, some of the levered sector like telecom, manufacturing, etc, can also start opening up come FY26. So,...
29 Aug, 2024, 02.16 PM IST
Digit IPO: tempering tech valuations & other top startup stories this weekThis is Pratik Bhakta in Bengaluru. Insurance startup Digit, by valuing itself at a discount of 25% to its last known private market valuat...
11 May, 2024, 09.34 AM IST
ETMarkets Fund Manager Talk: Why does this asset manager foresee moderate equity returns in 2024 vs 2023?The Indian economy is booming with corporate India witnessing balance sheet expansion, supported by government policies and a nascent real ...
23 Feb, 2024, 09.48 AM IST
Goldman Sachs ups Nifty 2024-end target to 23,500; cites 3 factors supporting premium valuationGoldman Sach’s revised price target for Nifty implies an upside potential of more than 8% for the index from the current levels. In trade o...
09 Jan, 2024, 01.19 PM IST
History suggests inflation and interest rates have had little impact on market returns in the long termThe fund house, though, said the conundrum of rising commodity prices, rising inflation and thereby tight monetary policy might keep volati...
01 Jun, 2022, 07.26 PM IST
Crypto airdrops, swaps a valuation hurdleUntil now, almost everyone in the crypto universe has been oblivious of the need to value the virtual digital assets as free coins doled ou...
07 Mar, 2022, 06.23 AM IST
Market’s correcting, are you positioned right?“On sharp corrections, we would continue to add on to financials, industrials, normal consumption themes remain as they are bigger compound...
26 Nov, 2021, 04.19 PM IST
What does DMart’s current market cap tell you of its value in 2050?The other assumption that the market may be making with regards to Avenue Supermarts is that the company will clock sales of Rs 70 lakh cro...
22 Oct, 2021, 09.51 AM IST
Why is there divergence in market on ITC? Unmesh Sharma explains“In India, there are 10 or 12 ESG funds now. Globally this has been a huge trend. What happens sometimes is that while it does not affect t...
15 Sep, 2021, 09.11 AM IST
Industry body AIGF, EY suggest online gaming sector be kept under 18% GSTThe report highlights that any uncertainty and possibility of litigation adversely impacts business plans, operations and entry of new play...
12 Aug, 2021, 06.00 AM IST
Why ITC is failing to keep up with marketA good amount of ITC's cash flows, probably Rs 8,000 crore generated over the last few years has gone into funding FMCG and hotels business...
14 Jul, 2021, 02.07 PM IST
Long & Short of Markets: Should you join the momentum party or hone your exit strategy?At the beginning of inflation, everything seems very hunky-dory as it compliments growth. But inflation sticks for long and this inflation ...
04 Jul, 2021, 12.30 PM IST
Tweet Buster: Value concentration camps, demat deluge & 3 big drivers for economyTwitter has been abuzz with market veterans sharing their thoughts on burning issues.
23 Feb, 2020, 10.33 AM IST
Relook GST on solar sector, HC tells panelThe solar industry was disappointed as the said ad-hoc valuation did not provide a fair estimate of the actual split of goods and services.
06 May, 2019, 06.47 AM IST
We are sector agnostic, go for best values within any sector: Tushar Pradhan, HSBC Global AMCThe hope is that our current valuations are actually discounting FY19 numbers
05 Jun, 2017, 01.30 PM IST
- Environmental degradation costing India 5.7% of its GDP: World Bank
A new World Bank report claims India losing 5.7% of its GDP to environmental degradation.
17 Jul, 2013, 09.58 PM IST