By Atul PM Inflation is like a ‘wolf in a dog’s skin’. You need inflation to boost your consumption demand and output, but it’s also a silent killer of your wealth. India, like all many other economies, is now wrestling with this complex impasse. Meanwhile, on Dalal Street, investors are confused whether to buy every … Read more
As the Sensex and Nifty maintained its winning streak, mutual fund managers in September focused on themes with earnings predictability. Leading fund houses raised their holdings in recent outperformers– technology and healthcare– to the highest in recent times. According to an analysis of domestic brokerage Motilal Oswal, Indian mutual funds’ exposure to technology stocks rose … Read more
DK Aggarwal Before jumping in to discuss whether or not to accept a share delisting offer, let’s first understand what is delisting. The simple meaning of delisting is the removal of listed stocks from a stock exchange, either voluntarily or involuntarily. Voluntary desilting happens when a company chooses to get delisted in order to expand … Read more
CV cycle will take a much longer time to recover than what we have seen in two-wheelers and to some extent in four-wheeler cars, says, analyst, asksandipsabharwal.com. Would you say that we are out of the woods?In my view markets are grappling with the fact that there has been a huge run up and that … Read more
By Souvik Ganguly Environmental, social and governance (ESG) focused investments have outperformed companies with lower ESG risk profiles and emerged as a trump card for investors in the wake of the Covid-19 pandemic outbreak. The trend has been noticeably visible also in India with ESG stocks generating comparatively higher returns compared with other stocks in … Read more
The Dow, S&P 500, Nasdaq and Russell 2000 each hit new all-time highs Monday. Investors are giddy with excitement and they clearly believe that both big blue chip multinationals and smaller companies that do most of their business in the U.S. will continue to thrive. So is this the Donald Trump rally? Or the Janet … Read more
More and more business leaders and Wall Street strategists are expressing their worries about what President Donald Trump’s protectionist policies and unpredictable nature might do to the markets and economy. But we all know that action speaks louder than words. What investors are actually doing is in stark contrast to what people are saying. The … Read more
ET Now caught up with KV Kamath, Chairman, ICICI Bank, for his expectations from the Narendra Modi government as well as the Budget. Excerpts: ET Now: Talking of expectations from Narendra Modi, do not you think too much hope and money in essence is riding behind one man? Despite his good intentions, there are structural … Read more
The central government has complete power with a clear mandate, but directives from the Centre have to be executed well at the state level. So, there are many things that are still not in Modi’s hands, says Raamdeo Agrawal, Joint Managing Director, Motilal Oswal Financial Services in an interview with Narendra Nathan and Sanket Dhanorkar. … Read more
Indian funds have grabbed seven out of the top 10 spots in the league table of leading small-cap funds across Asia, thanks to some canny stock-picking amid growing investor appetite for cheap stocks with potential to deliver multi-bagger returns. An analysis of nearly 300 Asian small-cap schemes shows DSP BlackRock Micro Cap Fund leading the … Read more