Synopsis The way the street has reacted to early Q4 results, it appears that the market has priced in some of the numbers. So, it is probably time to be bullish, but also very selective. There is, however, a caveat. Global developments can still play spoilsport and cause the market to come under pressure. Our…
READ MORESynopsis There are some businesses, where demand for their goods or services is such that it does not fall below a certain level even during an economic slowdown. FMCGs, for instance. But, there are other businesses with similar characteristics. At a time when one does not know which statement by which president or premier will…
READ MORESynopsis While it makes sense to wait for the storm to blow over, you cannot wait forever for perfect conditions to put money in the market. For, by the time perfect conditions arrive, stock prices may have moved up sharply. So, you have to take a risk. The trouble with taking a risk at this…
READ MORESynopsisIt is after a long time that our algorithm has come up with a list with the best of large-cap stocks. Does it indicate that the worst is over for the market? When the name of a top retailer appears on the list after a gap of over two years, does it mean the stock…
READ MOREIndian markets are likely to open higher on Tuesday, tracking positive global cues. The Nifty futures closed with strong gains of 2.08% at 22,948 on Friday. Meanwhile, India VIX declined over 6% to end at 20.11 in the previous session, indicating easing volatility. On the options front, maximum Call open interest (OI) is seen at…
READ MORESynopsis It is now clear. The tariff war is essentially between China and the US. From the US perspective, it is either about improving the balance of trade or just taking geo-political advantage where a majority of countries are concerned. Now, with the 90-day window, many countries will likely sort out their issues with the…
READ MOREBanks are expected to report yet another muted quarter, with Q4FY25 earnings taking a hit due to slower-than-expected loan growth and pressure on net interest margins. While the 25 bps rate cut in the February monetary policy by the Reserve Bank of India (RBI) is expected to show its impact, another 25 bps cut announced…
READ MOREThe Indian market has remained volatile in April. Leading brokerage houses have recently released their views on select mid-cap and growth-oriented stocks, highlighting compelling investment opportunities backed by robust fundamentals and long-term growth prospects for the next 12 months. The recommendations reflect a mix of defensive and high-growth plays across financial services, digital advertising, and…
READ MOREBrokerage firms are optimistic about Macrotech Developers, Titan Company, and Kalyan Jewellers. Synopsis Brokerages are optimistic about Macrotech Developers, Titan Company, and Kalyan Jewellers, citing strong fundamentals and growth prospects. Macrotech Developers shows a potential 31% upside, driven by robust pre-sales. Titan Company’s jewelry sales grew significantly, with a 25% potential upside. Kalyan Jewellers experiences…
READ MORESynopsis In a super bullish market, you tend to buy stocks without looking at their fundamentals. Similarly, in a bearish market, you may end up selling stocks when they should not be sold. What to do, then? Either just sit with cash and let the correction play out because global events are going to be…
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