Experts say a combination of improving asset quality and NBFCs' weak balance-sheets bodes well for both corporate and retail banks.
More activity in the IT, health care, services sectors; manufacturing firms keeping fingers crossed.
Two factors play a predominant role in fetching good returns -- stock selection and allocation, suggests Sanjay Kumar Singh.
Sensex may remain under pressure this week due to weak global factors.
The new owner may be allowed to dispose of assets accruing from the 10-26 per cent of the net assets of the company.
Ajit Mishra, vice president, Research, Religare Broking, answers your queries.
In its report 'Global Top Picks', Barclays expects the current bull market in global equities to continue, generating a total return of 9 per cent in 2015.
Ace investor Rakesh Jhunjhunwala on Thursday said real estate developers are afflicted with very low return on capital as compared to bluechip stocks. Jhunjhunwala, who runs RARE Enterprises and is set to be a major shareholder in an upcoming airliner, said only the affordable housing developers can look at listing because of the volumes which they can deliver. It can be noted that very few developers like Macrotech Developers formerly Lodha, and DLF are listed on the bourses. Jhunjhunwala cited the case of DLF, saying the stock price plummeted to Rs 80 from Rs 1,300 per piece to illustrate the risks associated.
BigBasket co-founder Abhinay Choudhari has exited the company, and in his next entrepreneurial journey, he is looking to "solve another equally painful chore for many Indian households" after grocery shopping. The Tata group acquired a majority stake in the online grocery store in May. And when the deal happened, Choudhari decided he won't continue to be part of the management team.
'But we are much better than what we all had expected and planned, and what all the prophets of doom had predicted.'
With the Sensex again nearing 28,000 points, investors can make good returns with a one-two year horizon.
'Did the Moneyball philosophy get redefined in the domain of the cash-rich IPL, which has become an integral part of the cricketing ecosystem?' asks Atanu Biswas.
Aditya Birla Nuvo gets board's nod, Videocon submits application.
With cash shortage and plans going awry, the AirAsia owner is looking to cash out of the venture he built with Ratan Tata in 2013.
Ajit Mishra, Vice President, Research, Religare Broking, answers readers' queries on a weekly basis.
The unlocking of the economy since June led to a significant recovery in various macro, micro and high-frequency data points, resulting in the equity markets surpassing their previous lifetime highs.
RIL, however, remains miles ahead of TCS in other financial parameters such as total revenue, operating profit, net worth, assets, and market capitalisation.
Encouraged by a steady recovery seen in the first two weeks of February, hospitality firms expect the business hotels in metros including Mumbai, Bengaluru, Chennai, Kolkata and Hyderabad that have been lagging the leisure hotels in terms of revenue per available room (RevPar) to catch up in the coming months. Huge pent-up demand for MICE (meetings, incentives, conference and exhibitions) as companies slowly return to hosting physical events coupled with easing of the recently announced restrictions on international travel, will also help in getting closer to pre-Covid levels of revenue, they said. The Omicron wave that peaked in January had derailed the strong month-on-month recovery seen by the hotels since August.
Omkeshwar Singh, head, Rank MF, a mutual fund investment platform, answers your queries.
Decision to build or buy a platform is a function of price but buyouts are helping large investors create a medium and influence outcomes.
22 companies won bids for the 31 contracts on offer; 15 were new entrants to the oil and gas business. Three years on, none of them have started production.
Ajit Mishra, vice president, Research, Religare Broking, answers your queries
managers said the weaker rupee, which has driven up shares of technology companies, has helped the fund fetch better returns.
At present, the Black Money (Undisclosed Foreign Income and Assets) and Imposition of Tax Act, 2015, covers only resident Indians. The Finance Bill has expanded the definition of assessees to include NRIs.
Jaitley promised higher investment in roads and railways.
Govt wants to up investment in Railways
Omkeshwar Singh, Head, Rank MF, a mutual fund investment platform, answers your queries.
Investors with high risk appetite must stay invested while risk-averse investors can consider profit booking.
Stocks of Indian companies with exposure to Europe fell on Tuesday amid concerns about the impact on their sales in case the Russia-Ukraine crisis worsens and the US and its allies impose economic sanctions on Russia. While top conglomerates, including Reliance Industries, the Tata group, and Aditya Birla Group, said they did not have any significant exposure to Russia, executives of some of the oil and gas, pharmaceutical, and tea companies said they were monitoring the situation closely as they earned substantial income from the region. Russian President Vladimir Putin on Monday ordered troops into two breakaway regions of eastern Ukraine after announcing that Russia would recognise their independence.
Ajit Mishra, vice president, research, Religare Broking, answers your queries.
Experts view this as a case of "failed experiment" in succession
Loans for Indian airlines have dried up as banks have become cautious to lend to the sector.
As part of Slum Land Rights Act, the project will benefit a million people residing in 2,500 slums across the state over the next few years
'Indians are great savers, but they are lousy investors.'
Many people struggle to claim or liquidate investments and insurance policies due to procedural issues.
Experts say investors need not tinker with their debt portfolio as shifting won't be tax-efficient.
In terms of market capitalisation, Zee alone has a market cap of Rs 24,000 crore compared to Rs 15,000 crore of the merged Reliance entity.
When, recently, Bharti Airtel announced a Rs 21,000 crore rights issue, analysts pointed out that its structure was similar to that of Reliance's issue in June 2020. One similarity is that shareholders in both companies have to pay only 25 per cent of the money on application. The rest is to be paid in two tranches. In Bharti Airtel's case, it is within 36 months; in Reliance Jio's, it is within 17 months.
Sun Pharma was the biggest gainer in the Sensex pack, advancing 1.79 per cent.
Mired in corruption, politics and with a history of suicides by its hapless depositors, PMC Bank's revival is a challenge very different from Yes Bank and LVB, both for the regulator and the rescuer, observes Tamal Bandyopadhyay.