Expert Views
Yale’s Stephen Roach on what a change of political leadership will mean for US
The philosophy of the US judicial systems, the law of government versus markets in guiding the economy, social issues, racial issues are all at stake in this election right now, says Stephen Roach
For a better portfolio, look at 2023-2024
For a better selection of companies or portfolios, one has to now look at 2023 and 2024 and have a long term focus on investment, says Nimesh Chandan.
Why Reliance share price is likely to remain range-bound for a while
Jio and Reliance retail will do well but we expect 15-17% decline in Reliance’s consolidated profits to about Rs 9,000 crore odd in Q2, says Probal Sen.
Why Maruti Suzuki is keeping views open on what will happen after December
Till December, the supply and demand are well matched. A GST cut can be considered next year, says RC Bhargava
Look beyond IT and pharma as markets correct
We expect the margin trajectory to be much better for FY22, FY23, given the cost cutting and offshoring angle we are seeing in IT and pharma, says Pratik Gupta.
Is a major upside likely in Pidilite?
Pidilite was a laggard among many of the erstwhile high flying FMCG/consumer stocks. It has made some sort of comeback, says Sandip Sabharwal.
BULL'S EYE
Brokers' favourite, this midcap can be a solid re-rating candidate
The company has delivered profit growth of 48% CAGR over the last 3 years with a return on equity
Jhunjhunwala all set to take Chhota Bheem to capital market
The proposed public offer is likely to hit the market between January and February 2021 amid grow
Why you should avoid buying GE Power shares
Analysts said weak domestic boiler market outlook and uncertainty surrounding its existing agreem
Up to 350% rally: 275 stocks where promoters raised stake in Q2
Data shows stocks of 46 per cent of the companies where promoter holding went up have rallied up
D-Street avoids this midcap private lender like the plague
The latest earnings report of the private bank showed it is finally coming back on track under a
How 'one nation, one gold price' could soon become a reality
Gold is an imported commodity and, therefore, the import price is the same across the country. Bu
Analysts upbeat on this Rakesh Jhunjhunwala favourite
ICICI Securities reiterated its 'add' rating on the stock and raised target price to Rs 1,350 fro
2 Robinhood stock bets that went horribly wrong in Q2
While retail investors scrambled to buy these stocks, foreign investors chose to smartly cut the
What does it take to make money in a myopic market?
There is very less competition if you are looking to invest with a long-term perspective. Since a
Market Movers
Markets Videos
Is market seeing handover from safety to risk?
A handover is happening from safety to risk, from FMCG to consumer durables and discretionaries, says Sunil Suramaniam.
Keep out of sugar sector, leave it to high risk traders
The sugar sector is highly regulated in India and remains a politically sensitive volatile sector. It is not for retail investors, says Siddhartha Khemka.
3 sectors where you can find dark horses as markets turn choppy
When mutual funds enter to buy, recovery will be more broad-based, says Sunil Subramaniam
What stocks to buy in case of a sectoral churn
Too many people are excessively bullish about the long term growth prospects of IT and pharma and those growth prospects are not really so bullish, says Sandip Sabharwal.
SP group seeks division of Tata Sons’ assets. What happens next?
Whether the Supreme Court is going to monitor this type of settlement is very doubtful. In the past, they have not done that, says HP Ranina
Be wary, not brave and keep cash handy
Depending on risk profile, one should keep anything from 10% to 30-40% in cash, says Sandip Sabharwal.
Marico confident of 8-10% volume growth in H2
Rural India continues to deliver higher consumption trends than normal, says Marico MD.
How a partnership in technology with the US can change India's future
"Microsoft and Google are run by Indians. They are the first generation who had to go out of India to build these partnerships and achieve their full potential."
2 things that will be crucial for Maruti in coming quarters
While margin performance will come in with a lag effect in subsequent quarters, one should focus on Maruti’s PAT level where there has been substantial delivery on the profit level, says Mahantesh Sabarad.
We are not out of the woods yet on earnings, only top quality cos doing well
The whole market will not report a 15-20% earnings growth. It is only the better quality players which will do so, says Rakshit Ranjan.
