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Once again on Tuesday there were reports that the Chinese government is planning another push for revival with a special bond issue by their central bank. Now this is not the first time that they have made an attempt, probably a third monetary stimulus attempt. One cannot be sure of what they say and do, but there's another fact: over the last two decades there have been many issues which the Chinese economy has faced, right from debt to GDP concern to shadow banking to property crisis. They all have been resolved and the economy has been able to make a comeback. The biggest impact of the Chin...

NRI investor Rajiv Jain of GQG Partners has increased his holdings in six Adani Group stocks despite the controversy surrounding the conglomerate caused by the Hindenburg report. GQG's ownership in Adani Enterprises, Adani Ports, and Adani Green Energy rose, while additional stakes were purchased in Adani Energy Solutions, Adani Power, and Ambuja Cements.

Around three months back a small liquor company, which has not been covered by any analysts and ignored by the street, announced that sales of its recently launched single malt had crossed a certain threshold. The market cap of the company went up three times in less than two months. After that stock has corrected but still is quoting very close to the high it had formed post the news. That is the power of a brand and also the fact at this point in time, the street is hungry for any new idea and a possible success story has led to this kind of reaction. But there is another thing which needs t...

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 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 in a major way. The only difference was the expectation of the street which has been extremely low. That is why the positive reaction was witnessed and that p...

If the reaction of the street to the Q3 result of large cap IT companies is anything to go by, it appears that ample liquidity and positive sentiment of the street would lead to reward for stocks wherever there is any positive surprise. But both sentiments and liquidity are fickle and one should be prepared for change in them at any point of time. One way to prepare is to stay with stocks from a sector which are defensive in nature and also to stay with companies which some development has led to improvement in analyst score, but to be sure, even check basic fundamental ratios. ET screener pow...