Hold your horses! Wait for real results before making big moves: Swaminathan Aiyar
In Modi 1, he, for instance tried to take on land acquisition. He retreated. Again, in Modi 2, one of the things that he retreated on perhaps was whether we have a national register of citizens, which the Muslim community is extremely afraid of, that is a non-economic subject. But I mean, these were some […]
Hot Stocks: Brokerages view on Aurobindo Pharma, Apollo Hospitals, Suzlon & Titan Company
Top brokerage firms like Macquarie maintained an outperform rating on Aurobindo Pharma, raising the target price to Rs 1,385. Aurobindo Pharma signed a master service agreement with Merck Sharp & Dohme, leading to a biologics CMO contract with TheraNym.
Will FIIs return to India or will valuations still keep them away? Vinay Jaising explains
However, if the count is significantly lower, around or below 300, the market will correct before stabilizing and moving forward. As investors, we are fully invested and not holding much cash because in volatile times, especially when market sentiment is improving, it’s beneficial to be fully invested.
F&O stocks to buy today: Dixon, Hudco among top 3 trading ideas
The Indian stock market is expected to start the week on a positive note, buoyed by positive global and domestic cues. On Friday, the Nifty future closed with gains, indicating a positive sentiment in the market despite some volatility. The India VIX, a measure of market volatility, saw a slight increase, causing some discomfort among […]
Financials, capital goods likely to lead; expect rotation in defence, railway names: Gurmeet Chadha
There is indeed a shortage, and discounts have virtually disappeared, not just for air conditioners but also for refrigerators and air coolers. Companies like Voltas performed well initially, but their recent results, especially in the EMPS space, were disappointing.
Thematic focus on infra, renewables and real estate likely to continue: Harsh Gupta Madhusudan
Chinese valuations are roughly half of India’s, but Chinese earnings growth is also significantly lower. The China trade is more tactical and opportunistic.
Leadership and long-term mega trends: Utpal Sheth on identifying ‘Gorilla’ companies
We have already established that value creation is different from wealth creation. So, in my experience, there are three large components that create terminal value about which the terminal value investor should have differentiated insight on and those three components are intangibles, megatrends and leadership.