What is Sebi’s new NSEL settlement scheme, and how will it benefit stock brokers?

Sebi has introduced a one-time settlement scheme for brokers involved in the NSEL scam, offering a capped penalty and optional debarment in exchange for resolving regulatory violations. The move aims to expedite enforcement, reduce litigation, and ease compliance burden, though brokers facing criminal charges or exchange defaults are excluded from the scheme.

ITC and Cochin Shipyard among stocks that Quant Mid Cap Fund bought and sold in May

Quant Mid Cap Fund added ITC, Lupin, and Aditya Birla Lifestyle Brands to its portfolio in May, while exiting Cochin Shipyard, BHEL, and Ipca Labs. It also raised stakes in HPCL, Colgate-Palmolive, and Marico, and trimmed holdings in Container Corp, Reliance Industries, and others. The fund, with 28 stocks and Rs 9,032 crore AUM, remains […]

Eternal and Vedanta among stocks which Edelweiss Mutual Fund bought and sold in May

Edelweiss Mutual Fund adjusted its portfolio in May. The Radhika Gupta-led fund increased its stake in HDFC Bank, Reliance Industries and others. It reduced holdings in LIC Housing Finance, TCS and others. The fund added Aether Industries and others to its portfolio. It exited NOCIL and other stocks completely. Financial services comprised the largest shareholding.

Think Beyond PE: Hiren Ved advocates PEG Ratio for smarter valuation assessment

Hiren Ved of Alchemy Capital suggests focusing on capital market plays due to their structural growth, outperforming large private banks recently. While valuations seem high, he advises assessing PEG ratio, considering earnings growth. He acknowledges EMS sector’s potential, cautioning about stretched valuations and the need for a long-term investment horizon.

Pharma, chemicals offer contrarian bets in stock-specific market: Hiren Ved

Hiren Ved suggests that geopolitical tensions are hindering market breakouts despite strong monetary stimulus from the RBI. The Nifty’s range-bound movement reflects these opposing forces, with concerns arising from significant share sales by promoters and investors. While large-cap earnings growth stagnates, mid and small-caps show promise, indicating a stock-specific market where opportunities exist in sectors […]

Reliance Infra shares rally over 1,400% in 5 years. Is there more upside left?

Reliance Infrastructure shares have surged over 1,400% in five years, with a fresh 45% jump in the past month driven by its jet manufacturing deal with Dassault Aviation. Technical analysts see further upside, citing bullish chart patterns. A Rs 300 crore capital infusion through warrant conversion is also expected to support growth and financial flexibility.