“SIPs are still coming largely into mid and smallcap funds but institutional players are cautioning that move into largecaps out of mid and smallcaps. As we saw on Monday and Tuesday last...
“I feel that the largecap IT names should be back in momentum. Infy, Wipro, TCS, HCL Tech, all four should be back in the momentum.
The indices are in the overbought zone and historical data suggests that whenever such overbought zones have been approached, there has been a correction. Maybe if we were to witness a...
“We believe that the incumbent government might continue with regards to the general election in 2024 in all probability and that is a base case scenario. There could be a little bit of...
“Yoga began as a fun or not-so-serious activity after my post-graduation but it has now become a thrice-weekly ritual. I use an app called Asana Rebel for yogas ranging from restorative to...
Bitcoin doesn't have earnings, but these companies benefit from its rise. After breaching the $40,000 resistance on December 3rd, Bitcoin (BTC) is up 25% over the month, now holding at...
Semiconductor giant Broadcom provided a revenue forecast for the year that fell short of Wall Street estimates The company cited subdued enterprise spending and intensified competition as...
Looking at the mutual funds’ buying in Q2 FY24, two banks that remained at the top of their list were both surprising names and showed their conviction in smaller banks. CSB Bank...
“Human expertise comes in at various points like setting up your goals. A lot of times, you have to nudge an investor to help him understand what his goal should be. Only when he understands...
“Just because BJP has won the elections and the probability of them coming back with a bang in May is extremely high, it does not make sense to buy the stocks where the results will not be...
“I am perhaps reading too much into it, but it seems RBI commentary was a little softer, more dovish than the earlier policies. The RBI is telling us that it is not that comfortable with the...
Yesterday was a very boring day in my view. The job report comes today, and it feels like everything I read is about November being a strong job report because of the autoworkers and...
Markets are trading near resistance defined by recent swing highs, reversing early losses. The S&P 500 opened on resistance and posted a small gain.The Nasdaq had opened at support and has...
“A combination of all the steps taken by RBI will ensure that India's banking and financial services continue to stay ahead of the curve on digitisation. It will lower the intermediation...
“Even though the ethanol volumes are going to take a hit for sugar companies, the margins may not be that impacted as it would be on the top line. So far, B and C-heavy ethanol, the margins...
Power Finance Corporation Limited (NS:PWFC), a state-owned NBFC with a market capitalization of INR 1,24,446 crore has delivered a tremendous return to investors in the last one year, as its...
“Power is a multi-year story. The power stocks have just started reacting. There can be a very sharp run from here also. Although we do not have any formal coverage, I am again highlighting...
“From a short term perspective, yes, there remains a lot of iuncertainty and which is why the Paytm stock has reacted in such a volatile way and one can only wait for things to normalise...
“With valuations way up there, FMCGs will tread water for the next couple of quarters because there are no real signs of an acceleration of push. But there are pockets where you will start...
Advanced Micro Devices Inc (NASDAQ:AMD)'s shares opened 4.4% higher on Thursday after the company launched a new AI chip it claims can challenge Nvidia (NASDAQ:NVDA)'s dominance. Advanced...
For much of the past month and a half, the S&P 500 has rallied, recovering all of the lost ground from the summer/fall correction.The market is currently trading at just below its July high....
AI stocks have rallied this year, posting significant YTD gains But despite the rally, there are still some undervalued gems waiting to be snapped up In this piece, we'll take a look at 3...
"The market is in a sideways or consolidation mode. I would wait for the next leg of the rally to start to take a bullish bet. Otherwise, one can take call writing positions at the higher...
“There can be a temporary 3-6-month kind of an impact, which slows down the growth by 3-4% on an annualized basis but still it would compound at more than 30% on an overall revenue growth,...
“In the loan book of REC, PFC, renewables are largely driving the growth. Renewables by nature are much less riskier to invest in or to lend to than a thermal plant or a hydro plant or a...
