'Once the currency goes out of the hand, then possibly your major challenge is that it will not come back.'
'For those in for the long haul, this is a God-given opportunity.' 'Your market is falling despite strong fundamentals, and such a clear roadmap has been announced.'
'My advice: Don't mark your portfolio to market every day. Focus on survival.'
Domestic institutional investors pumped Rs 2.3 trillion into equities during H1 CY24. Of this, mutual funds contributed 80%.
Auto parts exports from India may see a slight slowdown as US President Donald Trump's 25 per cent tariff could increase car prices for buyers by 8-25 per cent, thereby affecting demand, experts believe.
Overall, volume growth is likely to be in the range of 3-8 per cent for two-wheelers and 5-7 per cent for passenger vehicles owing to healthy demand from urban and rural areas and pending order books.
Markets will see further upside, as the news flow coming in, particularly from the global front is positive.\n
With the midcap frenzy on, lets take a look at some IPOs of 2006. Investment Advisor, PN Vijay and Deven Choksey of KR Choksey Securities discuss which ones are still way above their issue price and which ones are languishing.
Jigar Shah of KR Choksey Securities says that Reliance Industries' results are by and large as per expectations, except the fact that the other income has gone down and there is an increase in both depreciation and tax.
The net profit of the listed Adani group companies more than doubled year-on-year (Y-o-Y) in the first half of 2023-24 (H1FY24), even as their revenue declined in this period. The nine firms posted a 107.7 per cent jump in net profit at Rs 23,929 crore in April-September compared to the year-ago period. Net sales, on the other hand, were down 14 per cent to Rs 1.49 trillion in H1FY24, data collated by Business Standard showed.
Shares of public sector enterprises have corrected by up to 22 per cent month-to-date until March 19, 2024. Analysts attribute this steep fall to the valuation exuberance seen after a sharp run in these counters last year and suggest investors remain selective regarding the stocks in this space. "The rally in public sector undertaking (PSU) stocks has been stretched and sharp, although it is somewhat justified by improvements seen in earnings, operations, balance sheets, and overall profitability.
Sift races ahead on road to Paris
The market capitalisation of Adani Group companies rose by nearly Rs 73,000 crore on Monday as investors lapped up shares of the power-to-port conglomerate after BJP's electoral wins in three states, spurring hopes of regime continuity at the Centre. The Gautam Adani group's market map once again neared the Rs 12-trillion mark, following sharp gains made over the past week. "Two big overhangs for the Adani Group have receded somewhat following the state election results, there is more certainty that the BJP will win a third time next year.
Tata Motors surpassed Maruti Suzuki (India) (MSIL) to become the most-valuable automobile company, in terms of market capitalisation (mcap), after a gap of seven years. With this, the company's stock hit a new high on the BSE on Tuesday (January 30). The combined mcap of Tata Motors (Rs 285.51 crore) and Tata Motors DVR (Rs 29,119 crore) stood at Rs 3.146 trillion.
'It is only fear and speculation, without much substance, that has led to the fall.'
Notwithstanding concerns about lofty valuations, smallcaps recorded their most significant monthly gain in nearly three years in November. The National Stock Exchange Nifty Smallcap 100 finished the month with a 12 per cent gain, the most since February 2021 when it rose by 12.2 per cent. After declining by 4.1 per cent in the preceding month, the Nifty Midcap 100 rose by 10.4 per cent, the most since July 2022.
The proposed changes making it easier for government and businesses to buy farm land are now likely to be implemented by states, not by the central government
With most Adani Group shares locked in lower-circuit in early morning trade based on news that accounts of three foreign portfolio investors, heavily invested into group companies, were frozen by the National Security Depository Limited, market experts advise caution that investors should not jump in now to buy at lower levels.
Two out of three times, the market has delivered positive returns.
The total value of holdings of domestic institutional investors as a percentage of the value of FII holdings has reached its highest level in four years.
This weakness is likely to continue in the near-term.
There seems to be no respite for Adani Group companies from the market carnage. All 10 stocks belonging to the conglomerate came under a fresh bout of intense selling pressure on Wednesday as the group's debt levels and repayment capabilities continued to plague investors. Analysts said investors are also concerned about whether the group will be able to maintain its pace of growth, given the current turmoil that has wiped out over Rs 12 trillion in market capitalisation (m-cap) since the start of the year.
The management, however, is a bit wary about near-term performance.
"What would be your advice for investors?" 'Keep it simple. Don't panic.'
'Stocks of weaker companies may see the correction continue, but the ones that are relatively bigger and stronger will see investor interest come back.'
The Reserve Bank of India held its policy rate at 7.25 percent on Tuesday.
They have put in $14 billion so far in 2014 but this could get slower if the US Fed raises rates; however, there are expectations on compensatory flows.
Analysts expect the indices to dip further if the global macros do not stabilise
Capital Goods shares ended mixed on the back of weak IIP numbers. L&T ended down 0.7% while BHEL ended with marginal gains.
'Policy was more in line with the expectations.'
Market experts on why the bulls will be on the rampage first thing on Monday after the scrapping of enhanced surcharge on FPIs and other measures to ease the systemic liquidity squeeze and boost demand. Prasanna D Zore reports.
The outcome is beyond the market's expectation and will be a sentimental boost, say analysts.
The Sensex gained 2.54% in the trading session after the blasts to end the day at 2,421.
Since the Budget announcement on July 5, FIIs have been busy unloading their stock.
Hike in planned public-sector capital expenditure will be credit-positive for infra cos
Except for liquidity, which could act in favour or against the market in the short term, most market participants are bullish.
There are a few factors that can spoil the party
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