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In theory, lower interest rates are supposed to push demand for real estate. but if one looks at what has happened in the last one year, this theory has been turned upside down. Interest rates are high on a relative basis as compared to what they were three years back, but still demand for real estate has not been impacted. It is the economic growth which matters for the demand of real estate. There are two or three ways to play to the real estate boom. One of them is the housing finance compan...

At the start of 2023, the mood in the market was bullish but there were some apprehensions due to many reasons primarily being that FII’s had not been buying and there were some mega IPO issues in the pipeline. By the end of 2023, there is only bullishness on the street. Why most investors are feeling bullish is not that FII have returned to markets, but the fact that because mid-cap stocks have done extremely well and their portfolios are once again showing decent returns. As the party c...

At a time when everything on the street appears good and green, there is a case of being selective. The reason, if it is in a raging bull market, the street never stays in this all good and green mode forever.when the street starts to become selective, it is stocks where there are some improvement in the business operating matrix tend to weather the storm better. So as an investor, one needs to look at every sector and company and their operating and valuation matrix separately. These selected s...

The overall market capitalisation of listed stocks crossed $4 trillion for the first time ever this year, with India ranking 4th in the world in terms of market capitalisation.

Majority of businesses have a cycle of ups and downs. The question is whether the downs are cyclical in nature or they have come up due to one off event. Agro chemical sector is in a down cycle due to one off events. Sudden increase in inventory in the industry, oversupply which came into markets to resumption of the Chinese production post covid curbs. That is the reason that the sector which did extremely well in the first part of the bull run which starred post covid has been underperforming ...

As the “risk on trade” continues to get boosted with all the positive news across the globe and is clearly reflected in the overall markets breadth which is extremely positive. Just keep an eye on liquidity as reflected by FII numbers and the market breadth in the next few sessions as that will determine what happens to mid-cap stocks in the medium term. ET screener powered by Refinitiv’s Stock Report Plus lists down quality stocks with high upside potential over the next 12 mo...

Last one month has been a dream run for small cap stocks, a number of them have been able to scale new highs. One reason why small caps often tend to do well is because of the lack of liquidity in the stock. A bit of buying leads to sharp up moves in stock price. The same low liquidity becomes the root cause of trouble when one is selling, a small amount of selling and the price dip very sharply. So besides fundamentals which are the key to investing, also keep an eye on the liquidity of stocks....

At a time when indices are making new high, small and mid-cap stocks are moving higher and higher every day, talking about volatility and possibility of corrections is something not many may like. The fact is that Volatility does not give notice before coming so it is better to be prepared for it. Even in the best part of a bull run, corrective phases do come. As an investor, just be prepared for it. How does one prepare for it, by sticking with large cap companies and that too one where there a...

One of the basic principles of figuring out whether the stock prices have bottomed out or have topped out is how they react to the negative and positive news. Now lets use the same thing on Infy, two bad news in quick succession, first the resignation of the CFO and then more than a billion US dollars getting canceled. Lets look at what happened when both the news came. The resignation news came post the market hours and the Infy ADR and initial sharp cut, but then recovered. Next day the infy ...

The Nifty 50 has given more than 18% returns so far in 2023, whereas Nifty Bank has given 11% returns and Nifty Financial Services 12% returns.