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While it has been slower as compared to other sectors, even the fertilizer sector has been witnessing policy changes which have intended to plug loopholes and increase the operational efficiency of the companies. Given the policy measures, it would be worth bringing them to watchlist because if a re-rating takes place then we could see a sharp move. But one thing which one needs to remember is that in such sectors some time invested capital can underperform for some time.

In Wednesday’s trading session, as the nifty made a U turn, one set of stocks which were able to hold its head above water for some time were IT stocks. Now there are two ways to look at it, first they have been underperforming for almost two years, so this might be a catch up trade. Second, given the fact that other parts of the markets are so expensive that given the lower than valuations and quality of balance sheet which most software companies have, they are attractive buy from a perspective that they will act as a defensive bet in bearish markets. Stock Reports Plus, powered by Ref...

There are many sectors which are dependent on the policy push by the government, but defence as a sector which has come into focus in the last three years is probably more impacted by policy direction as the government is the biggest spender on defence and it this government focus on indigestion that has changed the fortune of the domestic defence manufacturer and contractor. Probably that is the reason why after state elections as the street felt that there is high probability of continuity in policy post May 24, defence stocks are the ones which again inched upward. With the assumption that...

While it is clear that globally the “risk on trade” is catching up with emerging markets doing better than what they have been doing at the start of the year. But even in strong bullish markets, there are periods of corrections in which individual stocks may see some correction. Just keep an eye on liquidity as reflected by DII and 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...

But if we broaden the analysis, second rung private sector banks did extremely well and even beating them was the entire public sector banking pack.