India Inc earnings likely to get worse before getting better from H2 of 2023
Before the Dec-14th Fed meet, with two back to back inflation readings surprising positively, markets began to price in a bullish Fed pivot – growth supportive vs inflation fighting – for 2023. Widely broadcasted speech of Chair Powell in Nov-22 indicating a downshift
Why SME IPOs are emerging as top fund-raising platform for promoters
For a developing country such as India, Small and medium enterprises (SMEs) are the wheels that turn the economy, and SMEs contribute to one-third of India’s GDP. The SMEs have played an essential role in India’s socio-economic development and in globally developed countries such as Germany. In fact, SMEs generate 54.4% of overall value added […]
Buy every dip; FII flows will pivot back to India from China: Harendra Kumar
“I think every dip should be bought into – be it 5% or 7% because the risk reward is favourable. We have three large events next year. One is the HDFC Bank merger will be over; we will have Reliance which is significantly under owned and the reversal of flows, which is more inflows coming […]
FPIs begin New Year in sell-off mode; withdraw Rs 5,900 cr from equities in a week
“Increasing concerns over re-emergence of Covid in some parts of the world and recession worries in the US have been keeping FPIs away from emerging markets like India,” Himanshu Srivastava, Associate Director – Manager Research at Morningstar India, said.
Gold price up 90% in 5 years. What long term bullion investors should do in 2023
Gold prices changed little in the international markets last year. Despite the geopolitical crisis and recession fears reigniting its safe-haven demand in the first quarter, a strong US dollar had cast shadows on the prospects of the yellow metal for the rest of the year.
What should investors do with TCS, Infosys & HCL Tech ahead of Q3 results?
“The Nifty50 index has been showing lower top formation patterns on the daily chart since the last one month which suggests a bearish biased view and with the onset of result season, one can anticipate for fluctuations and swings this month. Currently, the 17,780-17,800 levels would be crucial which if decisively broken can trigger for […]
Nifty down 1,000 points from peak. Top 10 triggers to track this week
Ahead of the Union Budget on February 1, the market is expected to maintain a cautious stance. “The stock market trend has started to be impacted by the view and in anticipation of the heavy economic data, Fed policy, India Q3 results and Union Budget expectations,” said Vinod Nair, Head of Research at Geojit Financial […]