Expert Views
Jayesh Mehta on what rallying global bond yields mean for Indian market
Eventually it may be May-June before we see a stable pricing
Go for Maruti, Buy ICICI Bank on dips: Sandip Sabharwal
Near term, watch out for auto numbers but two-wheeler stocks are not the space to be in, says Sandip Sabharwal.
Most important part of Buffett’s letter is what is not there: Rajeev Thakkar
He has said that bonds are not the place to be in now but has not said where to invest instead.
Stocks to rise and bonds to fall until Fed’s doves react: Chris Wood
For now, the Fed is talking dovish. The Fed is saying that they can change their policy to overshoot their 2 per cent inflation target. So long as they are emphasising that they can overshoot, the stock market will remain positive said Wood.
Market fall may continue over this week also: Yogesh Mehta
The fall may continue further for a few percentage points and then again buying interest will come back, says the founder of Yield Maximisers.
Bank Nifty may witness more downward pressure this week
I would expect that the best part of the gains for the Bank Nifty as well seem to be behind us and there is a very strong possibility that the markets may look out for maybe some other cues or some other sectors because this is a churning effect which the markets have clearly shown.
BULL'S EYE
How to rejig your portfolio to make most of mkt volatility
With the local fiscal concerns added, the Indian market is seeing increased volatility with meani
Lessons from Franklin imbroglio and tips for fund selection
From the investors’ perspective, all AMCs are regulated by Sebi and there is no scope for any sca
India Inc flagging a risk but analysts brushing it aside
Existing raw material inventories might have helped Indian companies sail through the December qu
Brace for volatility across asset classes: Lakshmi Iyer
The next couple of weeks are going to be very critical.
Will the 2021 earnings bonanza really happen?
According to Bloomberg Intelligence, analysts expect a whopping 23.2% increase in earnings per sh
Will ABB India's order book justify its premium valuation?
The share of the in-focus sectors in ABB’s total revenue has increased to more than one-third fro
Sweatpants may help Page catch up with past glory
Athletic wear, which was earlier limited to niche customers like gym users, has now become the go
How can a digital currency from RBI change your world?
Massimo Buonomo, who has over 20 years of experience in international finance, said the use of di
Munger calls out Robinhood, others for ‘dirty’ money
Charlie Munger took aim at trends including the Reddit-induced boom in stocks such as GameStop C
Market Movers
Markets Videos
Brace for volatility across asset classes: Lakshmi Iyer
The next couple of weeks are going to be very critical.
Should you use the market correction to buy value stocks?
It is a macro led bull market correction. Time to look at value stocks now
Sunil Subramaniam’s advice for investors as Sensex tanks nearly 2,000 points
Corrections are the time to buy. Ultimately, the economy drives the earnings growth, says MD & CEO, Sundaram Mutual
FMCG cos likely to sacrifice margins for growth now
Volume and margin growth don’t sustain at the same time. One of them will have to give way to the other, says Milind Sarwate
Prefer Tata Steel and Hindalco in commodities space: Pratik Gupta
Witnessing strong demand in the real estate sector. HFCs are a good way to play realty
Why bond market is the biggest worry for equity investors
Use dips to accumulate cyclicals rather than FMCG stocks, says Pratik Gupta.
Expect margin pressure, buy Tata Consumer on dips: Sandip Sabharwal
Serious investors can go for Tata Consumer, but on corrections.
Sandip Sabharwal on what to buy if the market falls further
The market could correct and come down to levels at which interesting valuations would be seen again.
Sensex tumbles 1,000 pts: Market caught off guard by pace of rise in US bond yield rather than direction
This is not likely to end in Taper Tantrum, says Mitul Kotecha
Forget the headwinds, FMCG stocks remain great long-term buys
Use corrections to add more consumer stocks, says Dipan Mehta.
