Expert Views
As market turns rangebound, will action shift to midcap and smallcap stocks?
‘Except for Friday, there were so many stocks that moved up 15% or 20% higher because at that time the index remained in a bit of a range’
Midcap rally may have hit a pause: Yogesh Mehta
We may be in a phase of consolidation and the upside seems a little hazy till we enter the annual result season, says the Yield Maximisers founder.
In Q3, SBI Life sold 40% more protection compared to last year: Mahesh Kumar Sharma
Hiking FDI in insurance will probably help a lot of smaller companies which are struggling to raise capital, says SBI Life CEO.
JP Morgan's Sanjay Mookim on what could be the next megatrend in making
Buy management teams in India B2Cs, preferably ones that can deliver and which can benefit from a rising and upgrading consumption pie, says HoR, JP Morgan
Look for stocks that won't disappoint on earnings: Sanjay Mookim, JP Morgan
Indian market is likely to see a combination of very elevated multiples for a large number of companies with lacklustre earnings for the next few quarters.
Petrol price can go down to Rs 75 if brought under GST: SK Ghosh
Top SBI economist explains his rationale for bringing petroleum products under GST
BULL'S EYE
Wipro's $1.45 bn buyout unlikely to lift its stock price
Analysts noted that the acquisition will dilute Wipro IT services EBIT margins by 200 bps in the
Why LIC IPO may not be as colossal as is being hyped
If LIC’s post-issue market capitalisation is estimated at Rs 8-10 lakh crore, then the issue size
Should you buy stocks of firms riding digital wave?
Some value investors and analysts believe these companies are now best placed to reap the rewards
Do we have the BAAP of all bull markets?
It is interesting to note that such a risk-on performance is emerging despite an extremely sharp
The future of money is digital, but is it bitcoin?
Governments will borrow some elements of the distributed ledger technology behind private cryptoc
Easy Trip Planners IPO: How attractive is the valuation?
Investors who have an appetite for high risk may consider exposure to the company in the secondar
Why NMDC looks strong despite 22% rally in 2 weeks
In FY21 till date, India’s iron ore exports increased by more than 50% despite 18% fall in domest
Pricing power, higher volume boosts Concor's outlook
If the surcharge is sustained, Concor’s realisation may improve by 4.5-5% for FY22 compared with
60% of overseas inflows focused on financials in Feb
Analysts said a bulk of the flows into banking may have gone into PSU banks where FPI ownership
Market Movers
Markets Videos
Saudi Arabia marginalised Russia by deciding to keep lid on crude output: Vandana Hari
“I see Saudi Arabia and within that the Crown Prince MBS and his strategy written all over yesterday’s decision.”
Buy midcap cement cos for better returns: Dipan Mehta
Midcap cement companies perhaps give better returns to investors than the larger ones, says Elixir Equities founder.
Go for digital businesses to create long-term wealth: Dipan Mehta
"If this correction gets deeper, then the best place to hide would be the software companies."
These 3 PSU stocks can create value for investors: Sandip Sabharwal
NTPC, BHEL and in terms of the pure assets, Coal India, could create value for investors, says the analyst, asksandipsabharwal.com
A super commodity cycle is playing out and it will not end in a hurry: Dilip Bhat
It is going to be a pick-and-choose market. There is going to be some themes also but markets are going to move broadly on a selective basis, says Prabhudas Lilladher joint MD.
Rahul Bhasin on where to look for big returns over next 5-10 years
‘We are going to embark on that next growth cycle for India and that is pretty much here.’
There is a strong case for capex cycle revival, says Rahul Bhasin
'.We will live with a slightly higher end of inflation and I do not think RBI would like to raise rates in a hurry.'
Taher Badshah on how Invesco’s PSU fund has outperformed BSE PSU index
Over the last 10 years, our PSU fund has significantly outperformed the BSE PSU index at least, says CIO (Equities), Invesco MF.
Pankaj Pandey sees best upside potential in midcap and smallcap stocks
Maximum earnings surprises and upside potential are in midcaps and smallcaps now, says the Head of Research, ICICIdirect.com.
Is the gold story over? This is what BullionVault’s Adrian Ash has to say
Lower gold prices give long-term investors and households and consumers a better opportunity to buy at lower prices.
