Equities beat others by a wide margin in alpha

Investment advisors said fixed income must not be compared with equities or gold but must be used as part of asset allocation to temper the portfolio volatility emanating from riskier asset classes.

Fed’s hold on policy rates spurs rally in banking stocks

Analysts attributed the rally in banking stocks to the underperformance in the sector compared to the benchmark and strong foreign inflows. Bank stocks have the highest weight on the Sensex and Nifty and a pick-up in overseas investor purchases of Indian equities benefit this sector the most.

PSUs take the honours in 10k run on Dalal Street

The share of state companies, which generally trail their privately run peers on valuations, surged to about 13% of India’s total market capitalisation in the 551 trading sessions the Sensex took to reach the latest milestone, reflecting the investor perception of a reforms-driven government agenda for state companies in industries as diverse as banking, insurance, […]

Dovish Fed talk gives the wind to IT stocks’ sails

“IT stocks rallied higher as the US interest rate cuts going ahead could lead to a better growth outlook for the Indian IT companies,” said Ruchit Jain, lead research analyst at 5Paisa.com. “This sector has also relatively underperformed the market in the recent past and thus, we could see a fresh buying interest in stocks […]