Investment Strategies

Analysts play it safe; prefer safety of large-caps amid multiple headwinds

Analysts suggest that the overall market valuation has become attractive after the recent correction and investors can start buying large-cap stocks from a medium-to-long term perspective.

Mutual fund ownership of Adani group stocks is not very high: Equirus

Primary markets will take few months to recover, says Ashutosh Tiwari of Equirus. Investors, he said, are now only interested in businesses which have better historical growth and cash flow profile.

Sensex zooms 910 pts as financials defy Adani rout; Nifty ends above 17,850

Closing Bell: On the Nifty, Adani Ports closed in green after two days with a firm gain of 6 per cent., while Adani Enterprises erased over 50 per cent of its day's losses to close 2 per cent down

Sensex ends 563pts up at 60,656, Nifty above 18,050; L&T, HUL rise up to 3%

CLOSING BELL: Broader markets, however, underperformed benchmark indices as Nifty SmallCap 100 and Nifty MidCap 100 indices dropped up to 0.1 per cent

Jefferies rejigs India model portfolio; Zomato, Bharti Airtel off menu

The change in stance with respect to Zomato is a complete reversal from nearly a month ago (November 13), when the stock was a high-conviction 'buy' for Jefferies with a price target of Rs 100

Stock performance remains polarized even as Sensex, Nifty scale new highs

Morgan Stanley remain bullish on consumer discretionary, industrials, financials, and technology; and remain underweight all other sectors

From banks to IT, analysts bet on these sectors as markets hit record highs

Metals, state-owned oil marketing companies, and export/global economy-linked sectors may not see any meaningful rally

TMS Ep283: Wheat stocks, asset allocation, Andrew Holland, aircraft lease

Will India become an importer of wheat? Where should you park money, as deposit rates rise? What's Andrew Holland's take on markets in Samvat 2079? What is wet and dry lease of aircrafts? Answers here

20% allocation in gold ETF a better investment strategy: Quantum AMC

At a time when there are many risks and uncertainties in the global economy, a 20 per cent allocation to gold ETFs in an investment portfolio during Diwali is ideal, said Quantum AMC

Start-ups tap venture debt to stay afloat amid funding winter, say experts

The venture debt market is becoming popular within the start-up ecosystem with a lot of new funds coming up and limited partners also showing their interest in financing such investments

Indian markets are in midst of global quagmire: Harendra Kumar, Elara Sec

Equity markets are in a state of suspended animation - it is conflicted on which way to move. While global markets, and the rupee are flashing red signs, India is holding up due to its 'Atmanirbharta

Equities, Gold, FDs: Where should you invest as global headwinds rise?

With the domestic economy looking ripe to shine despite a possible global recession, analysts recommend investors look at investing a bulk of their investable surplus in equities

Time to diversify to global equities as central banks frontload rate hikes?

Though the recent rally in domestic equities has turned the markets expensive relative to peers, analysts still suggest investors focus on Indian equity markets

How RIL quietly reinvented its investment strategy to meet new goals

Nowhere in sight two years ago, the energy vertical now accounts for over a fourth of RIL's $6.4 bn war chest while telecom's share in dipping and retail has clearly become a laggard

American Express India appoints Sanjay Khanna as chief executive officer

In his new role, Sanjay Khanna will be leading several business development initiatives for American Express, while steering collaboration across its diverse businesses in India

MBSI to invest Rs 5,000 crore by 2025-end, says MD Shoji Shiraishi

MBSI has 3,300 units in its fleet and it expects to grow up to 9,500 units by the end of this year, Shiraishi told Business Standard in an interview.

Banks, FMCG: Time to bet on domestic economy-related sectors, say experts

Banks, Auto, FMCG, Hospitals, Domestic Industrials, and Discretionary may continue to outperform the 'Export + Cyclical'-oriented themes

Time to diversify debt investment; Rs to stay under pressure: Sandeep Yadav

The higher yields have provided a good entry point for debt investors after years of low yields

Stocks and sectors to bet on as the US economy faces a recession

Analysts expect the US economy to enter a recession in a few months. The impact will be felt across global financial markets. Which sectors and stocks are investment-worthy amid this uncertainty?

Martin Wolf on how he rates the performance of the government?

In an interview with Business Standard's Asit Ranjan Mishra, chief economics commentator, Martrin Wolf lists the success and failures of the Indian government on multiple fronts.