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July 28, 2023 07:24 AM IST Varun Lohchab of HDFC Securities believes current expensive valuation of Nifty happens to be another key risk factor.
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July 27, 2023 07:39 AM IST The monsoon season indicates a potential comeback of rural demand; however, the full impact will only be known after the season is over.
- July 26, 2023 07:32 AM IST
Indian IT companies are well placed to ride on this secular growth and continue increasing market share like they have done in the last few decades.
- July 26, 2023 05:01 PM IST
The market is around all-time highs; this may be the top of the current market, but it’s hard to second-guess the near term, says Arun Chulani.
- July 24, 2023 12:12 PM IST
Joint Managing Director Jayant Acharya said the company’s debt will reduce by the end of the fiscal from Rs 66,797 crore as on end-June, despite its expansion plans.
- July 24, 2023 11:34 AM IST
According to Dagli, the strong growth trajectory expected of the sector also supports its valuation metrics. He also expects the various segments within the pharma and healthcare space to perform well in the near term.
- July 24, 2023 07:26 AM IST
Bank Nifty is trading at an inflection point and 46,200-46,500 levels in the upside are very critical as only a close above 46,500 levels will confirm the overall larger breakout.
- July 24, 2023 07:21 AM IST
Long term target of the US Fed is to have inflation below 2 percent. The future course of rate hikes will depend on the trajectory of inflation and unemployment data.
- July 23, 2023 08:42 AM IST
Given the strong equity markets performance over the last year and a healthy outlook for India, Shiv Chanani, senior fund manager–equity, Baroda BNP Paribas Mutual Fund, expects retail investors to continue to fuel strong SIP inflows
- July 22, 2023 08:41 AM IST
India has been the fastest-growing top 10 economy in the world in FY 22 and FY 23. It is likely to remain so in FY 24 as well.
- July 21, 2023 01:23 PM IST
Given that the growth story of the country, a correction of 5 percent from current levels would make markets attractive to investors, says Prateek Agrawal of Motilal Oswal AMC.
- July 21, 2023 07:19 AM IST
The momentum is strong in Nifty Midcap index but short term consolidation is possible given that the indicators are overbought.
- July 20, 2023 12:25 PM IST
The CEO of WhiteOak Capital has cautioned investors that despite the calm, the US banking crisis might not have played out fully. Somaiyaa cited the IL&FS default of 2018, the follow-on effects of which echoed over the next nearly three quarters.
- July 20, 2023 07:06 AM IST
Nifty is now trading over 22.5 times trailing earnings. At this stage, it could be better to stagger fresh equity purchase and look for corrections to add equity exposure.
- July 19, 2023 01:28 PM IST
A number of sectors like telecom, cement, capital goods, paints, oil marketing companies, NBFCs, and steel are expected to post better earnings than the overall market, in FY24.
- July 18, 2023 06:41 AM IST
Saion Mukherjee of Nomura India is positive on the financials sector. He thinks the earnings visibility is strong and valuations are not demanding.
- July 17, 2023 07:19 PM IST
Currently, we have close to 20-21 million accumulated carbon credits, which we trade overseas. Going forward, as our portfolio increases, we will generate more carbon credits, which we are excited to trade in India, Jain said.
- July 17, 2023 07:00 AM IST
Santosh Joseph, Founder and Managing Partner at Refolio Investments, believes people's risk-taking ability has improved slightly, primarily due to alleviated concerns about inflation, which previously deterred them from investing in volatile assets such as equities.
- July 17, 2023 06:49 AM IST
As the Nifty IT index had seen a huge buying on last Friday, Milan Vaishnav of Gemstone Equity Research believes it is certainly a great time to start accumulating IT stocks.
- July 16, 2023 08:42 AM IST
ITUS Capital founder Naveen Chandramohan doesn't see a slowdown in India and believes the country will continue to see strong supply-side growth that will benefit old-economy businesses
- July 15, 2023 03:12 PM IST
As an investment destination, India is considered to be in a favourable spot by global investors. Equity markets have a track record of surprising investors, particularly when there is a strong consensus, says Mayur Patel, Fund Manager, Listed Equity at 360 ONE Asset
- July 14, 2023 10:34 AM IST
The IT services major consciously didn’t backfill attrition this quarter and delayed pay hikes reflecting on tough demand environment, even as headcount decreased by 2,506.
- July 14, 2023 07:42 AM IST
The investment-led economic growth is a positive for the banking sector, especially considering the healthy balance sheets of corporates and banks.
- July 13, 2023 11:47 AM IST
Dhirendra Kumar, Chief Executive Officer, Value Research says massive inflows into index funds were creating a kind of self-fulfilling prophecy where the inflows are driving the indexes higher, which in turn is attracting more inflows.
- July 13, 2023 08:43 AM IST
Although the upside risks related to supply-side concerns have diminished, which is positive for core inflation projections, there is a possibility of food inflation acting as a dampening factor, notes Vivek Goel, Co-Founder and Joint Managing Director at Tailwind Financial Services.
