Page 7 - Elixir Equities News Today

Indian digital businesses are witnessing rapid growth, aided by stronger adoption of online services in diverse segments, especially in the fintech landscape. In view of this development, Dipan Mehta, Director, Elixir Equities, recently said in ...

Lack of clarity about its business model, increasing competition and the recent RBI directive banning it from adding new customers to the payments bank have hit the firm hard

Read about strong financials of metal stocks, ITCs outlook and where to spot multibaggers in this weeks edition of Long & Short of Markets.

Tata Motors. Other than that, it is best to stay with market leader Maruti and Eicher Motors when it comes to Royal Enfield and the premium motorcycle segment, says Elixir Equities. Where within the auto space do you believe companies can capitalise on the overall EV momentum? If you want to play automobiles on the EV investment theme, then the best pick has to be Tata Motors because of the JLR connection. They are the best equipped in terms of technology and know-how to launch electric vehic...

While the outlook remains favourable for industrials and old economy stocks, gold is in a bearish phase and inflation moderately high. This is the classic story of an economic boom. Who are the winners of this boom? Read about Big Bull Rakesh Jhunjhunwala’s thumb rule while picking internet companies and more in this weekend’s edition of ‘Long & Short of Markets’. Slow and steady wins the race Rakesh Jhujhunwala doesn’t believe in discounting a large part of the future into the presen...

Elixir Equities, says he is not too concerned about rising inflation affecting consumption related companies like FMCG, auto, appliances or any other sector. What is your outlook on the agri inflation scenario that is currently underway and how could that potentially impact the input costs and margins in the consumption story? Inflation is a big concern for all companies, especially consumer-facing companies -- be it automobiles, appliances or even FMCG stocks. But Indian companies have a great...

So depending on the risk appetite, one can select the banking stocks one wants to invest in. The next least 6 to 12 months will be very positive for PSU banks and most PSU banks will outperform their private sector peer group by a huge margin. Beyond one year, one cannot say but the next 6-12 months look very exciting as their credit costs drop significantly and they benefit from resolutions and write-back of provisions. Pre-provisioning operating profits will remain strong. From June quarter o...

Commodities are losing a bit of their lustre, especially steel and other non-ferrous metals.

Synopsis The RIL stock has fallen 15 per cent in the last three months, compared with a 21 per cent rise in Nifty50. Reliance Industries chairman Mukesh Ambani NEW DELHI: At some point last year, Reliance Industries (RIL) played a major role in the rebound that the benchmark equity indices stages from their March lows. The rally in RIL shares was such that it helped Mukesh Ambani climb up the billionaires’ ranks to become the world’s fourth richest with a fortune of nearly $90 billion. Thi...

Weekly Dossier: Vikas Khemani, Dipan Mehta, Jonathan Schiessl on trends of market, economy The Indian equities are in a structural bull market, experts say, and the coming year is expected to augur well for the equities. Representative image | Source: Pixabay After Mondays sharp fall, the Indian market resumed its upward journey and logged strong gains during the subsequent three sessions. The Indian equities are in a structural bull market, experts say, and the coming year is expected to augur...