When stocks are chased by a wave of liquidity, picking up shares of companies where foreign portfolio investors (FPI) have higher holdings is a no-brainer.
The market carnage has been the greatest in the emerging market (EM) currencies, pushing losses beyond the levels experienced during the global financial crisis in 2008.
On Monday, CLSA came out with a list of stocks that have the potential to show resilience in a falling market. These are HUL, Lupin, Asian Paints and TCS.
After the rout in Asian equity markets, the valuation of the MSCI Asia ex Japan index is just 6% away from the lows hit during the global financial crisis in 2008.
While Indian markets have seen an unprecedented fall, market experts offer cogent reasons to stress on the relative soundness of India's fundamentals in the emerging markets' universe.
After the yuan devaluation, the rupee is not in the basket of ‘troubled ten” currencies – a new term coined for units particularly vulnerable.
Investors have accepted the fact that returns can dramatically vary between sectors as demand dynamics change from biz to biz.
Shares of banking and realty companies led Friday’s market rally after the wholesale price index (WPI) dropped for the ninth consecutive month.
Tata Motors reported Rs 2,768-cr net profit for the first quarter, 48 per cent less than the year-earlier figure of Rs 5,397 cr.
Tata Motors’ stock is a direct proxy play on Chinese macro indicators like GDP, wealth effect, disposable income and the number of license plates issued.
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