After six consecutive sessions of solid gains, the Nifty paused for breath on Friday, slipping below the 26,000 mark. While some investors see this as a short-term consolidation, market expert CA Rudramurthy BV believes the broader trend remains strong and sector rotation could fuel further upside. “See, we have to understand from 24,600 Nifty has … Read more
After nearly a year of time correction and muted returns, Kotak Mutual Fund’s Atul Bhole believes the stock market’s risk-reward has finally turned favourable. With macro stability, government reforms and GST-driven demand revival, he says investors can start deploying cash and raise equity exposure ahead of a potential earnings upcycle. Edited excerpts from a chat: … Read more
Nvidia Corp, already a $4.3 trillion giant that has doubled in value in just 16 months and looms larger than the stock markets of the U.K., China and Canada, could soon eclipse the entire Rs 5.21 trillion Indian equity market if its shares reach Cantor Fitzgerald’s new $240 price target. Fueled by its dominance in … Read more
“Regarding tariffs, there have been some agreements, like Japan announcing investments into the US, though eventually they clarify these are company-level decisions. So it’s like kicking the can down the road. But markets seem to have accepted it as business as usual,” says Devina Mehra, Founder & CMD, First Global. It’s indeed an interesting time … Read more
In this edition of ETMarkets Smart Talk, we caught up with Shrikant Chouhan, Head of Equity Research at Kotak Securities, to decode the current market setup amid rising volatility and persistent FII outflows. As Indian equities trade in a tight range with global uncertainties weighing on sentiment, Chouhan emphasizes the importance of bottom-up, value-driven investing, … Read more
“We have seen a fair bit of shaving on the Nifty 50 earnings and so, the earnings expectations going into FY26 are more muted than what they were going into FY25, that may be some kind of a comfort in terms of for the downside for the earnings expectations. The pace of earnings downgrade may … Read more
Why the Interest Coverage Ratio Matters A high ICR suggests that a company is generating enough earnings to comfortably meet its interest obligations, indicating strong financial health and lower risk of default. A low ICR can signal financial strain, as the company may struggle to pay interest, potentially leading to higher financial risk. Source link
India Inc’s Q4 FY25 earnings season continues this week, with 81 companies scheduled to release their financial results. Key names to watch include ITC, Sun Pharma, IndusInd Bank, Power Grid Corporation of India, Hindalco, Interglobe Aviation (IndiGo), ONGC, Bharat Electronics, DLF, Dixon Technologies, Solar Industries, United Spirits, Ashok Leyland, Grasim, RVNL, and Honasa Consumer. Here … Read more
The fourth quarter earnings season is picking up momentum and on Tuesday as many as 83 companies will announce their quarterly numbers. Key earnings to watch out include from Airtel, Tata Motors, Cipla, Hero Moto and GRSE. Apart from the above, AB Capital, Alembic, ASK Automotive, Bharti Hexacom, Honeywell Automation, IB Infotech Enterprises, Indo Borax, … Read more
In this edition of ETMarkets Smart Talk, Vikram Kasat, Head of Advisory at PL Capital, shares his perspective on the current market landscape amid geopolitical tensions and global uncertainty. While concerns around India-Pakistan relations and global tariff risks have caused volatility, Kasat believes such events are typically short-lived and unlikely to derail long-term growth prospects. … Read more