Sebi permits all NBFCs, HFCs to invest in security receipts by Asset Reconstruction Cos
Markets regulator Sebi has allowed all non-banking financial companies (NBFC), including housing finance companies, to invest in security receipts issued by Asset Reconstruction Companies (ARCs), a move aimed at encouraging investments in the bad loans space.
I have Rs 2 crore in FDs—Why is that a bad thing? Reddit debate unpacks investment strategy amid market crash
A Reddit user’s Rs 2 crore fixed deposit query sparked debate on inflation, opportunity cost, and tax inefficiencies versus equities. While FDs offer stability, users argued equities provide better long-term returns, compounding benefits, and protection against wealth erosion.
Sharp Declines: 10 smallcap stocks down over 50% in CY25
Worst stock market crash for smallcap, midcap investors since Covid. More chaos ahead?
India’s smallcap and midcap stocks have plunged significantly, marking the worst crash since the Covid market meltdown of March 2020. In February, the BSE Smallcap index fell 14%, while the Nifty Midcap 100 tumbled 10.8%. With valuations still high, key technical breakdowns, and earnings disappointments, further market turbulence is anticipated.
Smallcap correction will create new opportunities in market: Jigar Mistry
Jigar Mistry of Buoyant Capital elaborates on the post-COVID market trends, attributing retail investors’ unprecedented wealth to the volatility. He explains the shift in government spending from capex to consumption and its impact on various sectors. Mistry reveals Buoyant Capital’s strategic portfolio adjustments, highlighting a preference for larger cap stocks and significant investments in the […]
SEBI, BSE officials get temporary relief as Bombay HC stays FIR registration
Before that Solicitor General of India Tushar Mehta and Senior Counsel Amit Desai appeared for Sebi (Securities & Exchange Board of India) Buch and a WTM (whole time member) Bhatia and BSE officials Pramod Agarwal, BSE Chairman respectively and sought the court’s intervention to hear the matter expeditiously.
Tata Motors shares slip 2% as February sales dip 8%
Tata Motors Share Price: Despite the selloff, some analysts see long-term value. CLSA recently upgraded the stock to ‘high conviction outperform,’ citing attractive valuations and the potential for a cyclical recovery, setting a target price of Rs 930. However, BNP Paribas maintained an ‘outperform’ rating but warned of near-term uncertainties that could keep the stock […]
Market recovery will be driven by bottom-up earnings growth, not top-down themes: Ashish Gupta
Ashish Gupta of Axis Mutual Fund remains optimistic about market fundamentals despite global uncertainties. He notes improvements in GDP growth and positive economic indicators but highlights that earnings growth may be more company-specific rather than broad-based, with selective sectors showing better visibility.
What to do with BSE, HUDCO and 4 other stocks? Om Ghawalkar of Share.Market recommends this
For investors, the “remain invested” mantra holds merit for long-term wealth creation, as history shows markets eventually recover from even severe corrections.
HDFC Bank and financials stand strong amid FII sell-off: Sandip Sabharwal
Largecap IT stocks like Infosys and TCS experienced significant sell-offs in February, driven by perceptions of a US economic slowdown. Meanwhile, HDFC Bank remains unaffected by FII selling due to expectations of earnings recovery. The pharma sector is resilient despite tariff concerns, and NBFCs may benefit from monetary easing.