The expected reduction in interest rates has been delayed, which is different from what was anticipated earlier this year. Experts now predict a slower and less substantial decrease. This has consequences for bond market investments.
Abneesh Roy from Nuvama Institutional Equities discusses Britannia s positive growth outlook despite local competition and tech disruption, while also reflecting on challenges faced by Titan in the jewelry segment and eyewear business.
Vishal Khandelwal discusses challenges for big investors in Indian market, emphasizing valuations, liquidity constraints, and market evolution. He reflects on encounters with investing legends at Berkshire Hathaway AGM and shares optimism about India s investment opportunities.
Investors need to lighten their long bets and move to cash, as correction may provide a better entry point soon. We expect the correction to continue in IT, media and FMCG stocks.
Superplum has built a direct-from-farm produce supply chain, using proprietary technology and cold-chain infrastructure to fundamentally improve how produce is grown and brought to market.
Kotak reported 18.22% year-on-year (YoY) increase in its standalone profit for the quarter ended March 2024 to Rs 4,133.30 crore while its net interest income (NII) in Q4 rose 13% YoY to Rs 6,909 crore.
The share of FIIs was down by 51 bps quarter-on-quarter (QoQ), resulting in the gap between FII and DII holdings narrowing further to an all-time low in this quarter. The DII holding is now just 9.23% lower than the FII holding.
In the event of any political surprise, the markets will witness a considerable downturn, requiring a substantial amount of time to bounce back, says Samir Arora, founder and fund manager, Helios Capital.