Biotech surpasses GameStop as best-performing retail pick

Biotech surpasses GameStop as best-performing retail pick

By Cristin Flanagan Biotech mania has overtaken internet chat rooms, pushing aside recent retail trading stars GameStop Corp. and Express Inc. Cassava Sciences Inc. nabbed the top spot as best microcap stock performer this year with an almost 680% rally. The small drug developer now has a market value of nearly $2 billion after briefly … Read more

Ridhan Desai’s top picks: Industrials, infra and realty

Ridhan Desai’s top picks: Industrials, infra and realty

Mumbai: Infrastructure- and industrial-related stocks are expected to gain as India steps up spending, while pent-up demand could also boost the real estate sector, said Ridham Desai, MD, Morgan Stanley India. Staples-related consumption looks fully priced, while discretionary and travel related stocks could also be in the list of potential purchases, Desai said in a … Read more

Tweet Buster: Should you avoid 2-wheeler stocks? Plus, 5 myths about mutual funds

Tweet Buster: Should you avoid 2-wheeler stocks? Plus, 5 myths about mutual funds

NEW DELHI: A surge in Covid-19 infections in the West and uncertainty ahead of the US presidential elections are giving investors a cold feet. The unabated rise of the last few months is getting challenged as the markets are once again having a tryst with the ground reality. With no clarity on vaccine timeline or … Read more

Grantham’s 10 tips for investment success in both good & bad times

Grantham’s 10 tips for investment success in both good & bad times

Famed value investor Jeremy Grantham says the best returns on investments do not come from taking biggest risks, but from buying cheapest assets. He says the lesser an investor pays for a stream of earnings, the higher will be the chances of his return over time. “You don’t get rewarded for taking risk; you get … Read more

Long & Short of Markets: Jhunjhunwala tip for new investors, stocks for the long haul & other top reads

Long & Short of Markets: Jhunjhunwala tip for new investors, stocks for the long haul & other top reads

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

Leading fund houses lap up IT and pharma stocks in September

Leading fund houses lap up IT and pharma stocks in September

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

How to decide whether or not to accept a share delisting offer

How to decide whether or not to accept a share delisting offer

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

Pharma basket over-owned, wait for Q2 results to come out: Sandip Sabharwal

Pharma basket over-owned, wait for Q2 results to come out: Sandip Sabharwal

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

Covid disruption: ESG investment catches on fast & is here to stay

Covid disruption: ESG investment catches on fast & is here to stay

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