As the results for the Oct-Dec quarter are unveiled, insights from management commentaries across various sectors provide valuable indicators of the Indian economy’s health. Businesses serve as the backbone of the economy, and their performance reflects the overall economic landscape. By examining key sectors and their respective performances, we aim to share a comprehensive overview…
READ MORESynopsis The market sentiment is bullish but valuations are high. Why fight against a trend, while staying bullish, just add an element of caution. When we use the word caution, we mean stay with quality and especially if one is increasing exposure in midcap at this point of time. There is enough evidence to show…
READ MORESynopsis Last week, the correction started with a private sector bank leading the fall. However, the very next trading session there was a sharp correction in mid-cap index and the markets breadth turned negative. This follow up of correction in a short span is a clear indication that high valuations are a weight on the…
READ MORESynopsis In the last one year, there has been a big addition to largecap stocks. Their market capitalization has moved higher and they can now be largecap. Some of these stocks are from sectors which are getting discovered or getting re-rated as if they are midcap stocks. Having exposure to them might appear to be…
READ MORESynopsis As the Dalal street continues to be in party mode, staying bullish would appear to be the most logical thing at this point of time. Why fight against a trend, while staying bullish, just add an element of caution. When we use the word caution, we mean stay with quality and especially if one…
READ MORESynopsis At a time when indices are making new high, small and mid-cap stocks are moving higher and higher every day, talking about volatility and possibility of corrections is something not many may like. The fact is that Volatility does not give notice before coming so it is better to be prepared for it. Even…
READ MOREAs the world was grappling with spiralling inflation, slowing growth, and tighter liquidity conditions, India ran ahead at a faster pace and this reflects in the performance of the domestic-oriented sectors in 2023. Automobiles, infrastructure, capital goods, industrials, and realty were the best performing sectors in 2023, driven by the strong domestic demand, capex push…
READ MOREThe week that went by saw bulls having an early Christmas party on Dalal Street, as benchmarks Nifty50 and Sensex clocked their best weekly gains since mid-November. The Sensex rallied more than 1,600 points or 2.4% last week and ended at a record closing high of 71483.75 points on Friday. While the gains were broad-based…
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