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The recent RBI guidelines on tightening the normal for provision for unsecured lending, bring back the debate to whether from a long term perspective, it is better to own a good housing finance stocks as it largely secured portfolio or should be stick to unsecured lenders who have faster growth rate. Despite all the ills of the real estate and housing finance business, one of the biggest wealth creators in the history of the Indian stock market has been a housing finance company, erstwhile HDFC ...

In the last couple of weeks a debate has started on the street that large cap stocks have done nothing in the last two years, whereas mid-cap has given stellar returns during the same period. The question is whether one should expect the same performance to continue or should one go by logic that because something has done well in the last two years the law of averages will prevail which essentially means that there is a low probability the same returns will come in the next one or two years.

Like many industries, home building products like ceramic tiles got a sharp re-rating in the last couple of years. Any company with a strong brand got to valuations which were much higher than average valuation they got in years. As it happens, when valuations reach an extreme high zone, self correction sets in. Stocks move in a broad range, they tend to under perform in a bullish market, but at the time in a bearish market they outperform by falling less as compared to another. Essentially, th...

Investing in smallcap stocks is one of the toughest challenges for any investor. But the returns “if” the decision is correct are also far higher as compared to many. Now this “if" is the most difficult part to crack especially at this point in time, given the valuations are high, there is a big event coming up in the form of elections. ET screener powered by Refinitiv’s Stock Report Plus lists down stocks from smallcap space with high upside potential over the next ...

One global crisis to another. This probably sums up the story of the real estate sector in India. It was the global financial crisis of 2008, which hit the real estate sector very badly. It was the global covid crisis, which got it out from the dumps. Excess inventory, over leveraged balance sheets and weak demand were some of the factors which plagued the sector till 2020. Post that period, excess liquidity, the need to have a bigger house, companies having learnt lessons about what not to do w...

In the last few weeks, the range in which the nifty had been moving has become broader as the volatility has increased both due to international and domestic reasons. It is very likely that that market may stay in this range and mode, till the time a new sector takes a lead to push the nifty higher. During this period, analysts are bullish on select large caps. Stocks from different sectors are making to the list, this week, stocks from private banks, insurance, auto ancillary and fertilizer spa...

If one is a contrarian investor, then he should be ready for a couple of things, the capital invested can underperform for some time, he or she should not compare the performance of the stocks with nifty or index and get bothered why his IT stocks are not performing well when other parts of the market are inching upward. Patience is something which a contrarian investor needs to have and the fact is that it is a rare commodity in bullish times. Stock Reports Plus, powered by Refinitiv, is a comp...

Tyres stocks have been doing very well on the street. The demand from OEM and replacement markets have been strong which is keeping their cash registers ringing. So, the companies which are supplying raw material to tyre companies are also witnessing tail winds. These are B2B players which are into manufacturing carbon black and because they are not consumer facing businesses, these companies dont come into the limelight even when they are doing well.

After the last few weeks of correction, the broader market indices like nifty and sensex have been showing signs that bears will have to wait before they can make any serious attempt to control the street. However, recent RBI changes have impacted sectors like banks and financial services and if one looks at the overall composition of every index, when this sector gets impacted everything else gets impacted. That is probably the reason why indexes are moving in range bound mode today. These sele...

Once again bulls have shown that it is not easy to beat them. After a correction in September and October, November has been a month where bulls are back in control. While this fight will continue as pulls and pressure increase toward the end of the year, it would be better that as an investor stay focussed on the business you are owning. Businesses which have a track record of being able to deal with all the swings of economic cycles. It is the large cap companies with strong balance sheets, st...