3 sectors Ajay Bagga is bullish on for next week

The situation is quite grim globally. The US Federal Reserve is expected to hike rates at least 3 more times, in March, May and June. Also, there can be another rate hike in July. The imminent risk for the market currently is March 22 when the Fed will release its next policy and the dot […]

Why Indian stocks are under performing in 2023

Most Global Central Banks in their latest meeting have slowed down the pace of their rate hike, a maximum of 25 bps increase has been witnessed except for a few European countries. India & USA both slowed its repo rate hike to 25 bps from 50 bps in the previous meeting.

Extended market trading hours: Real need of the hour?

On one hand, extended trading hours will provide better accessibility to global markets and level the playing field for domestic traders against international traders as a result will increase the scope for more Indian traders to trade more with better opportunities to hedge the risk arising due to the global information flow in a more […]

PEG over PE: When looking for possible wealth creators

Right from investor presentations to research reports, the price earning (P/E) ratio is one of the most overused and misused ratios in the valuation matrix. It is used by all and sundry to justify their valuations and create mirage of value. But is this the right matrix to look at ? The answer is no, […]

Stock traders are ignoring blaring bond alarms

The notion that yields may be peaking also has investors preaching caution when it comes to bonds. While bets have been building in recent weeks that the Fed will ultimately need to raise rates past 5% to stamp out inflation — boosting yields across the Treasury curve — traders are pricing in an end to […]