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Whether it is upward or southward movement of Nifty and Sensex, it is largely led by financial services stocks which include banks, both private and public sector and other heavyweights which essentially are part of the financial services. The reason, high ownership of foreign portfolio investors ( FPIs) in the majority of financial services and banking stocks. Given the fact that yields on US bonds have reached closer to 5 percent mark and there are clear fears looming on the street, about an i...

Till a few months back If any global investor wanted to take exposure to the housing finance sector in India. The first choice would be HDFC ltd, Post the mergers with HDFC bank, to take exposure to HDFC, investors will have to buy HDFC bank, which they may or may not do, given constraints under which each fund works. So one of the unintended consequences of this merger of HDFC Ltd and HDFC bank has been that other pure housing finance stocks have a higher probability of getting attention from ...

Even in volatile markets analysts are bullish on selective mid-cap stocks. One of the reasons could be the fact that while earning season has been one the expected lines but the strong negative reaction is largely in market is due to global market condition than domestic. ET screener powered by Refinitiv’s Stock Report Plus lists down quality stocks with high upside potential over the next 12 months, having an average recommendation rating of “buy” or "strong buy". Th...

There are sectors which under perform for years and then they come back to focus. Thanks to the fact that the textile industry was completely dominated by China and other countries, the Indian textile industry has been in bad shape for decades. However, post covid, partially due to China Plus one narrative. Secondly due to the fact that the government has been focusing on manufacturing, textile stocks have come into focus. This list is drawn from Stock Reports Plus, powered by Refinitiv, with ov...

Even markets are volatile, there is an underlying bias to volatility, it could be bullish or bearish. This bias is reflected in two things, first the market breadth which is essentially how many stocks are moving upward or downward. On a large number of days, market breadth is showing that its bias is toward bears. Because this correction is coming at a time when the global situation is not so good, both in terms of interest rate and also higher geopolitical risks, it would be better that &ldquo...

Boasting at least 33% return this year, Mahindra Manulife Small Cap Fund, Franklin India Smaller Cos Fund, Bandhan Emerging Businesses Fund, Union Small Cap Fund and Nippon India Small Cap Fund top the list of best-performing funds.

In some segments like cars and two wheelers do have witnessing rising sales in festive season. But this time in case of even in these two segments, what would be more interesting to watch would be the fact how much sales the EV segment is able to get. If there is a sharp jump in EV numbers then it would mean that the final inflection point as far as the price is concerned will be higher than what has been estimated earlier. Which means early adoption. So when companies announce their sales numbe...

When it comes to equities, small caps have been the riskiest place to take exposure. When bears come roaring, they are the first one to fall and they are the last one to join the party. The reason, right from low liquidity to a balance sheet which will come under pressure as soon as there is any economic slowdown, last but not least is the quality of corporate governance. Having said that, it is also a space where if one is able to find the right stock at the right time, gains are much higher. S...

While the whole focus of transition to EV space has been on auto companies. The fact is that any auto company cannot make transition till the time its own supply chain, which essentially are auto ancillary companies make that transition. While there are some auto ancillary that cannot make that change because their products are not required in an EV, there are others who had to make the modification to adjust it to what is likely to be the future. We take a look at companies where analysts are p...

After a correction which has been caused by both domestic and global events, Nifty is once making an attempt to move into a range bound mode. During this period, one should keep an eye on market breadth as it would give a more reliable indication of what is in store both in short and long term for Indian equities. During this period analysts are bullish on certain large cap stocks. Stocks from different sectors are making to the list, this week, stocks from Oil refining and marketing, private b...