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The movement of nifty and sensex needs to be delinked with what has happened in the last quarter and what might happen to mid-cap in the coming quarter. There is no way one can fight with liquidity, if it is going to mid caps and they are moving up irrespective of valuations or quality of stocks one cannot argue. But the only thing which as an investor one can do is to be careful when taking exposure to this segment of the market. Stay away from stocks where there is a narrative that this sector will do well because of XYZ reasons. At this point of time there is no dearth of tips floating in w...

While the under current of the market is still bullish but as corrections and consolidation are part of every bull market, nifty is moving in and out green, there are clear signs of profit booking taking place in the broader market with market breadth not being as positive as it used to be. While the initial part of any volatility is led by large caps, there is a higher probability that the large caps are able to stabilize much before any part of the market. So, if one is thinking of fresh exposure to the market it would be better to stick with large caps. ET screener powered by Refinitiv&rsq...

How a set of stocks reacts to the news is one of the variables which give a fair idea about whether the stock prices have bottomed or not. If there is consistent negative news or even a narrative and the stock refuses to come down then it is an indication that probably the market has discounted the adverse news. Now let's use the same thing on Infy, TCS and HCL tech Q3 results reaction. The companies which have seen muted growth and given similar guidance, did not do something which was very different in Q3 results. No great expansion in margins nor any indication that tech spending is back i...

Cement has been a sector where most of the analysts have been caught off guards. The stocks have done well and a large number of analysts have been sticking to their stands that pricing and capacity utilization is an issue. What they probably ignored was the fact that any industry which has been facing headwinds for a long time tends to sort the issues and few players are able to make a comeback as consolidation takes place. Pretty much what we have seen in power.

When the street is under absolute control of bulls, one of the things which they throw out of the window is the “sense of risk”. There are two kinds of risk in equity markets, first the overall market or asset class risk and second is individual risk. First risk is not under control of anyone, because it can hit the market due to any reason, right from any geopolitical uncertainty to any monetary event in any part of the world. But the second risk which is individual risk is about the choice of the stock which one buys