'Investors should not commit fresh money to these stocks right now, unless they can hold for the next three to four years.'
'Kerala isn't as dependent on agriculture like Bihar or Odisha or even other southern states.' 'Economic losses would not be too intense, unlike other states.' 'The floods could, at best, impact India Inc's earnings for a quarter or two.'
Crude oil prices have more than doubled, pushing up India's import bill and raising fears of a higher current account and fiscal deficit. This will impact corporate earnings.
The country's top FMCG stocks, such as Hindustan Unilever, ITC, Nestl, Britannia, Godrej Consumer Products, and Dabur, among others, are currently trading at around 41x their trailing 12-month earnings, down from their peak P/E multiple of around 48x at the end of December 2018.
Institutional investors led by foreign portfolio investors have bought these shares.
The index is more expensive than it was at 2014-end or when it hit a life-time high in January.
FIIs accumulated India's top-listed companies at an average valuation of around 16 times.
Participants will keenly watch fate of GST Bill in Parliament.
Analysts expect the indices to dip further if the global macros do not stabilise
Mukesh Ambani remains the country's wealthiest promoter as his stake in Reliance is now worth Rs 3.25 trillion!
A fall presents an opportunity to buy rate-sensitive stocks.
FY16 saw the highest number of new product launches in a year from Maruti
Ricoh India, the largest gainer among these pack, has rallied 192 per cent from Rs 294 to Rs 859 on the BSE so far in the current calendar year.
Rising oil prices and diminishing cash pile to limit capacity in 2018-19
HUL, ITC, Nestle, Colgate, Dabur, Britannia, Asian Paints, P&G are trading at nearly 48 times. The previous record high was 53 times at the end of March 1994.
Since its peak, the S&P BSE Sensex has dropped nearly 3,000 points.
Shree Cement beats ACC in market value, Lupin ahead of Dr Reddy's Labs
In its investor presentation, IHH said it wanted to develop Fortis into a market leader.
The Hinduja Group, Mukesh Ambani, Murugappa, and the Adani groups were the other gainers in the Modi regime, while Naveen Jindal and Sun Pharma groups saw the most erosion in their m-cap in the last five years, reports Krishna Kant.
Double whammy for consumer firms, where the top line will remain subdued due to demonetisation and margins will squeeze owing to a crude oil spike and rupee depreciation, reports Viveat Susan Pinto/Business Standard from Mumbai.
IT major nears $100 bn m-cap, accounts for 61% of the group's combined valuation.
Analysts say there is still no visibility of earnings improvement.
How did marquee Dalal Street investors fare in the Jan-Mar quarter that saw the BSE Sensex tank 10 per cent?
Home and kitchen appliances, electronic products, apparel and B-segment cars stand to gain.
'If an investor wants to clone an ace investor's portfolio, s/he will be better off cloning the entire portfolio rather than cherry picking stocks selectively.'
Have conviction in your bets and use stop-loss as a defence mechanism to curtail losses.
While companies have not launched too many products in rural areas of late, easy financing has helped push up demand.
The combined assets of the top five - Tata Consultancy Services (TCS), Infosys Technologies, Wipro, HCL Technologies and Tech Mahindra were down one per cent to Rs 27,7400 crore at the end of 2017-18, from Rs 28,0100 crore a year before.
Lower IT exports will raise India's dependence on capital flows to fund imports.
A financial turnaround in Tata Steel and Tata Motors has come as a shot in the arm for Chandra.
After years of losing money on two of the group's biggest bets - global steel business and domestic passenger cars - there are strong signs of a revival in both businesses.
Long-term investors can stay put in the markets, but should brace for volatility
India's cash-rich promoters are not the same as the wealthiest. For example, Mukesh Ambani is the richest Indian based on his stake in Reliance Industries, followed by Premji, the Adani family of the Adani group, and Radhakishan Damani of Avenue Supermarts.
A total of 183 stocks rallied 10 per cent, of which 32 stocks saw price appreciation of 20 per cent each.
Wipro, Steel Authority of India, HDFC Bank, Mahanagar Telephone Nigam, Bharat Heavy Electricals and Reliance Commnications among companies reporting a decline in headcount in FY17.
Earnings spread for foreign investors down to 10-year low of 1.1 per cent, from 2 per cent at the beginning of the year and record high of nearly 5 per cent in 2013
The S&P BSE Sensex has dipped five per cent, thus far, in CY15.
The finance ministry has short listed 11 PSUs for a possible buyback of shares in the ongoing financial year
The 30 share Sensex ended up 183 points at 27,470 and the 50-share Nifty gained 44 points to close at 8,295.