Forget FOMO, Dinshaw Irani would avoid chemical stocks. Here’s why

Dinshaw Irani says: “Among the commodity players, we do not like the cement space. We think there is enough capacity and beyond, just because of the price discipline that they have, they are managing to go ahead and we have seen that. There have been pullbacks in prices and all that. It is not a […]

Govt extends RoDTEP benefits to e-commerce exports

The step will help SME sectors take advantage of government schemes, further pushing e-commerce exports and boosting overall export growth from the country to achieve the target of USD 1 trillion merchandise exports by 2030.

Working target for Nifty@22,300; focus on 5 sectors now: Gautam Shah

Gautam Shah says: “As things stand, things are a little euphoric. I think we have reached a phase of exuberance. And there is this feeling in the marketplace that this will continue forever. But I do believe that as we get into the month of January, be prepared for some volatility, some weakness, some correction. […]

Neeraj Chadawar on 5 themes that will have a bearing on equity market

Neeraj Chadawar says: Based on this manufacturing theme, we identified four stocks for 2024. These are Pitti Engineering, Archean Chemical, Sansera Engineering and Amber Enterprises. Our second theme is PSU banks. We believe that PSU banks are in a bright spot and they will continue their growth momentum in 2024 also and under the PSU […]

Ratan Tata to sell all his 77,900 shares in FirstCry IPO

The average cost of acquisition of shares by Tata comes to Rs 84.72 per share, shows FirstCry’s draft red herring prospectus (DRHP) filed with the market regulator Securities and Exchange Board of India (Sebi). His total investment in the company, therefore, comes to about Rs 66 lakh.