Are mid and smallcaps undervalued right now? Anand Rathi’s Chirag Muni decodes
Chirag Muni of Anand Rathi Wealth Limited advises investors on navigating mid- and small-cap stocks, highlighting their higher growth potential but also increased volatility compared to large-caps. He suggests a diversified portfolio with a balanced allocation across market caps for optimal risk-adjusted returns.
Short-term bets on oil risky amid geopolitical uncertainty: Vandana Hari
Oil markets are in a holding pattern due to uncertainty surrounding the Russia-Ukraine war and potential shifts in Western sanctions. The focus has shifted from a quick ceasefire to a longer-term resolution of territorial disputes and security guarantees. Market participants are adopting a wait-and-see approach, as the path to a resolution is expected to be […]
Tata Motors shares rally 3% as co re-enters South African PV market
Tata Motors shares: Tata Motors will re-enter the South African passenger vehicle market after six years, relaunching its car range through an exclusive distribution partnership with Motus Holdings, marking a key step in its global expansion strategy.
ETMarkets Smart Talk | Valuations still elevated in mid & small caps, more correction needed: Ajay Tyagi
Ajay Tyagi of UTI AMC suggests that while overall market valuations have softened, mid and small caps remain expensive, potentially needing further correction. He anticipates challenges in alpha generation due to external factors but sees opportunities as market froth dissipates.
ETMarkets AIF Talk: Market-neutral AIFs well placed amid global headwinds: Puneet Sharma of Whitespace Alpha
Market-neutral strategies show resilience amidst global economic challenges. Puneet Sharma of Whitespace Alpha discusses the impact of US tariffs and FII flows. He notes opportunities arise from market volatility. Sharma highlights mixed Q1 results across sectors like banking, auto, and IT. He advises caution, not panic, regarding FII selling.
Multibagger stock with 700% gains in 2 years to go ex-split tomorrow. Last day to buy today
Chandrima Mercantiles, a multibagger stock, is undergoing a stock split. The face value is changing from Rs 10 to Rs 1. August 20 is the record date. Today is the last day to buy shares to qualify. The split aims to improve liquidity and accessibility. The stock has delivered nearly 700% returns in two years.
Gold holds steady as investors eye Fed’s Jackson Hole meeting
Gold prices show minimal change as investors await the Federal Reserve’s Jackson Hole meeting. The meeting may offer insights into interest rate policy. Investors anticipate a possible rate cut in September. Donald Trump assures Ukraine of security assistance. Trump also plans meetings between Vladimir Putin and Volodymyr Zelenskiy. Silver, platinum see gains, while palladium declines. […]
Indian equities surge as GST simplification prospects drive market gains
Indian equities surged on Monday, driven by optimism surrounding potential GST simplification, leading to short covering in sectors like auto and FMCG. The Nifty and Sensex both experienced gains, fueled by positive domestic investor activity and a slight decrease in market volatility. Consumption-based stocks led the rally, with Maruti Suzuki emerging as a top gainer.
Can Dabur India sustain its margins despite inflationary pressures?
Dabur India maintained its operating margin in the June quarter. This was achieved through price increases and cost savings. The company anticipates margin improvements in fiscal year 2026. A proposed GST rate reduction may boost demand. Analysts suggest a potential upside for Dabur’s shares. The rural market performed well. Dabur expects double-digit growth in the […]
Asian shares mixed; oil in spotlight after Trump’s Ukraine meeting
Oil markets are closely watching President Trump’s efforts to mediate between Ukraine and Russia, impacting regional stability and energy flows. The Federal Reserve’s upcoming Economic Policy Symposium in Jackson Hole is also a key event, with Jerome Powell expected to unveil the Fed’s new policy framework. Market anticipates potential rate cuts in September amid signs […]