Sentiment on D-Street most bearish since Covid
A declining ADR means more stocks are falling as against the gainers and points to a weakening market. In January, the reading was 0.9, while in the period before October – when the market started declining, it was in the range of 1 to 1.28 on average.
Trading bottom is round the corner, buying opportunities in 6 sectors: Quant Mutual Fund
Quant Mutual Fund, after analyzing broader indices like Nifty 500 and BSE 500, believes a trading bottom is nearing. The fund is focusing on large and mega-large caps while increasing small-cap exposures. Predictive Analytics models suggest select buying opportunities in sectors such as Infrastructure, Hotels, Pharma, and Telecom. The portfolio maintains strong liquidity, with high […]
Gold reclaims Rs 89,000-mark as tariff war worries boosts safe haven demand
Gold prices on Tuesday zoomed by Rs 1,100 to reclaim the Rs 89,000 mark in the national capital on increased buying by jewellers and stockists and strong global trends, according to the All India Sarafa Association.
Premium valuations, Q3 misses bite new-age stocks in gloomy market as scrips fall over 50% in 2025
New-age stocks have plunged over 50% in 2025 as investors reassess valuations and earnings. Companies like Mobikwik, Swiggy, and Ola Electric have fallen significantly, with several trading below IPO prices amid market downturns. Fundamental expert Kranthi Bathini, Director-Equity Strategy at WealthMills Securities said that stock prices are slaves to earnings all these new-age companies are […]
Defence mutual funds back in focus as European military spending expectations rise
Over the weekend, leaders from major European economies agreed to increase defense spending, aiming to bolster the continent’s ability to protect itself amid uncertainty over US NATO commitments.
Every second Nifty stock in firm bear grip, falling up to 42% from peaks. How long before the index buckles?
Despite more than half of Nifty stocks being in bearish phases, the index is only down 16% due to the weightage of few major stocks like RIL, HDFC Bank, and TCS. Factors contributing to the decline include stretched valuations, underwhelming earnings, and persistent foreign investor selling.
Sebi’s total income rises 48% to Rs 2,075 cr in 2023-24
Capital markets regulator Sebi’s total income rose 48 per cent year-on-year to Rs 2,075 crore in 2023-24, driven by increased earnings from fees and subscriptions.
Commodity Talk: MOFSL expert explains why gold’s supply tightness in UK may not impact Indian yellow metal prices materially
So, before we get into the assessment, I would just like to highlight what really happened. So, there was a premium arbitrage between COMEX and London, wherein market participants sold the COMEX futures and bought the London physical and to mature the COMEX future part, the London physical stocks were brought into the COMEX inventories.
Trump actions will cause India’s GDP growth to slow down along with global economy: Swaminathan Aiyar
Swaminathan Aiyar warns that the US-China trade war and global uncertainty will impact India’s GDP and world trade, leading to slower economic growth. He predicts a potential severe fall in equity markets and emphasizes that India’s role in this geopolitical shift is minimal, suggesting India should observe and adjust as needed.
Hold onto core portfolio stocks amid market volatility: Ajay Srivastava
Ajay Srivastava, CEO of Dimensions Corporate Finance, emphasizes that market recovery hinges on FIIs halting their sales. He advises investors to hold on to good stocks despite the current downturn, suggesting the hospitality and pharma sectors show resilience, while real estate struggles. Regulatory changes and sensible taxation are crucial for market revival.