Private sector banks expected to outperform amid easing liquidity conditions: Vinay Paharia
The consumption trend in India has weakened after almost three to four years of fairly strong consumption boost. So, we are positive long term, but slightly cautious in the near term, especially on the consumer, on the organised retail side.
Indian markets to face cyclical consolidation, limited upside: Dhiraj Agarwal
Dhiraj Agarwal, MD of Ambit Investment Managers, notes potential for a near-term market bounce after months of decline, but warns of long-term challenges and moderate earnings growth. He emphasizes the importance of selective stock picking focused on valuations rather than sector or thematic strategies, highlighting recent disparities within banking and IT sectors.
Global policy uncertainty may lead to further market volatility: Pankaj Pandey
Pankaj Pandey, Head of Research, suggests holding some cash as global uncertainties may cause market corrections. He sees opportunities in the banking sector, with positive views on Axis Bank, Kotak, HDFC Bank, and NBFCs like Bajaj Finance. Capital goods stocks like ABB also look attractive after significant corrections.
LIC Housing Finance shares in focus as board approves Rs 1.23 lakh crore borrowing plan for FY26
LIC Housing Finance shares saw a rise after its board approved a significant borrowing plan of Rs 1.23 lakh crore for FY26 through various financial instruments. The company’s Q3 net profit rose by 23.1% year-over-year, though there was a decline in net interest income.
Is the selling in smallcap stocks over? Motilal Oswal’s Sneha Poddar offer insights
The recent underwhelming earnings performance of many small and midcap companies on account of rising costs, weakening demand, and sector-specific headwinds have eroded profitability, leading to earnings downgrades.
Stocks to buy: Quadrant Future, Varun Beverages and Coforge on investors’ radar
Benchmark BSE Sensex jumped 740 points while Nifty ended its 10-day losing streak, driven by value buying in utilities and power shares. Stocks in focus included Quadrant Future Tek, Varun Beverages, and Coforge, which saw significant movements driven by technical indicators and market momentum.
Positive Breakout: These 4 stocks cross above their 200 DMAs
Nifty200 pack, four stocks’ close prices crossed above their 200 DMA (Daily Moving Averages) on March 5, according to stockedge.com’s technical scan data. The 200-day DMA is used as a key indicator by traders for determining the overall trend in a particular stock. As long as the stock is priced above the 200-day SMA on […]
Investors spy the dawn of a tectonic shift away from US markets
A significant global trade war and China’s emergence as a tech leader are prompting a shift in global investment away from the U.S. While China deployed more stimulus to mitigate the impact of U.S. tariffs, Europe proposes a massive fiscal overhaul. Consequently, European and Hong Kong tech stocks are surging, and investors are reevaluating the […]
Stock market woes hit retail sales across sectors
Recent stock market volatility is impacting consumer goods sales, including two-wheelers, luxury cars, and electronics, as many Indians shift their savings to investments. This decline in sales is attributed to negative sentiment around market fluctuations, affecting discretionary purchases and delaying consumption recovery.
Digital lenders, microfinance companies urge RBI to set interest rate formula for small loans
Several digital lenders and microfinance companies have approached the Reserve Bank of India to introduce a formula for calculating interest rates on small-ticket loans. They argue that a regulatory formula would ensure fair pricing, prevent business disruptions, and reduce the risk of regulatory actions. The industry seeks clarity and a framework modelled after practices in […]