Page 11 - Equity Markets

Missing the mark: How will govt achieve divestment target for FY21

Among strategic sales, the government is already working on plans to divest Bharat Petroleum, Container Corporation, BEML, and Shipping Corporation

Most mid, small-caps still trading below fair value: Umang Papneja

The equity markets rallied sharply after the unprecedented stimulus of the central bank earlier this year.

Eventful 2020 saw a six-fold rise in stocks whose returns doubled

Compared to just four stocks in 2019, none in 2018, as many as 24 have delivered over 100 per cent returns this Calendar year

Playing capital goods theme: A stock-specific approach is the right tactic

The S&P BSE Capital Goods Index hit a 52-week high of 18,252 on Monday

Reserve Bank of India unlikely to let rupee appreciate much: Experts

Excess liquidity and cheap rates could be causing some systemic problem for the future, experts have started to warn

Buy-the-dip mantra keeps market resilient, experts say bullish grip to stay

Book profits and re-enter at lower levels can be a good strategy say experts

Factory data lifts stocks, dollar gains on US presidential election jitters

Global equity markets rebounded as robust US, China and eurozone factory data offset lockdowns in Europe to combat record Covid-19 cases, while the dollar and gold rose on US election jitters

Yesterday's laggards may be post-pandemic winners: IDFC AMC's Anoop Bhaskar

In a Q&A, the head-equities, Fund Management at the firm, says companies have proactively cut costs, so there may be a positive surprise on the margin front

Market regulator's T+1 settlement proposal faces opposition from FPIs

Foreign investor body writes to the market regulator highlighting operational difficulties

India may be one of the most vulnerable EMs, say Lambregts & Erken

EMs may struggle in the short term on the back of rising geopolitical developments, say Jan Lambregts and Hugo Erken

BofA Securities, Credit Suisse, Goldman Sachs see more upside for equities

A BofA September Global Fund Manager Survey for September suggests that 58 per cent of those surveyed say the market is in a bull-phase - up from 25 per cent who believed so in May.

Women participation in equity markets grows during Covid-19 pandemic

Women participation in equity markets has surged during the pandemic and experts believe the growing need to share household expenses with rampant pay cuts and lay-offs has brought them to trading

'Medium-to-long term bonds provide favourable risk-reward opportunity'

From the perspective of interest rates, fiscal deficit becomes a villain when it starts to positively impact growth.

Foreign portfolio flows in 2020 turn positive after Covid-19 jitters

While net FPI slows for the initial two months were positive, FPI selling was seen accelerating in the subsequent two months

India's one-year returns turn positive, lag global peers: Morningstar

While the past three-month returns for the Indian markets have been strong, the one-year underperformance is on account of relatively weak GDP growth forecasts, said experts

Earnings, macro data, global cues to dictate market trend, say analysts

Retail inflation data will be announced on Monday, followed by WPI inflation numbers on Tuesday

Global liquidity has lent support to deal-making, says Raj Balakrishnan

There is a 'gush of liquidity' around the world, including India after the US Federal Reserve opened the tap, says Raj Balakrishnan.

Delivery-based volumes in June at lowest level in 2020 amid market rally

In June, less than one-third (33 per cent) of the total traded quantity at the bourses was converted into delivery

A fresh round of selling cannot be ruled out: Harshad Patil, Tata AIA Life

The economy, for a large part of the quarter, was under lockdown, and hence the performance of companies would be muted.

Global fund managers cautious on equities; geopolitics, Covid-19 key risks

A record 78% of investors surveyed by BofA Securities believe markets are most 'overvalued' since 1998