Expert View
- Oil bulls see demand taking a big hit from soaring crude prices
- FPIs pull out over $4 billion from markets in 3 weeks
- Goldman defends tech stocks, says crowding fear overdone
- NBFC crisis, earnings among 8 factors that will move market next week
- Strong loan book growth takes HDFC Bank Q2 net profit up by 21% YoY
- HDFC Bank's provisions rise 23%: Key takeaways from Q2 earnings
- HDFC Bank's net rises 20.6% to Rs 5,006 cr in Q2, meets Street estimates; NPA stable
- ICICI Lombard reports 43.6% jump in Q2 net profit
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- KAN - ಕನ್ನಡ
- ORI - ଓଡିଆ
- TEL - తెలుగు
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One can still make a lot of money by being stock specific: N Jayakumar, Prime Securities
In a market like this, you will always find your cash short, says MD of Prime Securities.
Don't expect midcaps to deliver meaningful alpha in next three years: Nitin Jain, Edelweiss Global Wealth
“Alternative investment funds could be as big as equities in the next five years.”
Three factors that can drive market next week: Sudip Bandyopadhyay, Inditrade Capital
“Liquidity crunch allowed to continue unabated may lead to solvency issues & that will be disastrous.”
Kunal Bothra’s top 3 bets for trading on Monday
Next week, some stability should be return to indices and the support of 10,200 should hold
Sanjeev Zarbade of Kotak Securities prefers ITC over HUL, here’s why
“We are monitoring how NBFC sector copes with liquidity crunch in the system.”
Credit situation could improve before 2 quarters: Vinay Sah, LIC Housing
“RBI steps to ease liquidity could see better participation by banks in NCDs.”
BULL'S EYE
This market is designed to shift money to those who are patient
The stock corrections have mostly been sharp and sudden.
Smallcap Hunters: How to deal with a volatile equity market?
Wherever there is growth, the market is bound to pay a premium.
Rs 11K crore puzzle: Look where the FPI churn happened in Sept
Analysts point out that banking and automobile sectors received severe battering last month.
Who is to blame for investors’ pain? Reckless fund managers
Out of 416 open-ended, onshore equity funds, 401 have lost money this year.
Worried about equity mayhem? Gold can come to your rescue
Gold is likely to reclaim $1,330 an ounce mark on Commex and Rs 33,500 on MCX.
Meet 14% of stocks which are swimming against the tide this year
Shares of Tata Sponge and MM Forging plunged 20 per cent and 10 per cent so far in 2018.
In times of equity turmoil, analysts projecting this stock to rally 100%
The scrip has already surged 1,000 per cent in five years – mainly in last 18 months.
3 investing thumb rules that can help you navigate next crash
One of the important point is the need to invest at regular intervals.
Pre-election jitters? History shows equity bets on polls yield big gains
General elections in India are due in April-May 2019 to constitute the 17th Lok Sabha.
Market Movers
Markets Videos
Do not write off NBFCs, this is an episodal correction: Neelkanth Mishra, Credit Suisse
“Expect more than value correction in consumption stocks in next 12 months.”
Balance of payment deficit is a big overhang for Indian economy: Neelkanth Mishra of Credit Suisse
Growth concerns in markets are valid currently. Balance of payment deficit is a big overhang for Indian economy. Seeing a lot of positives for growth in India amidst the challenges, says Neelkanth Mishra of Credit Suisse
If you do not have liquidity, there is no sentiment: N Jayakumar, Prime Securities
If you squeeze liquidity in a fast growing space like NBFC, you may create an IL&FS kind of situation, N Jayakumar, MD, Prime Securities, tells ET Now.
As credit gets crunched, consumption to be under severe pressure in H2: N Jayakumar, Prime Securities
“We may find 10,200 difficult to break but one could find a panic bottom in 9,800-9,900 range.”
There is no dearth of money, only the cost has gone up: Keki Mistry, HDFC
“Smaller HFCs get more affected by any tightness in the market.”
Govt’s liquidity measure a big relief for NBFCs: Lakshmi Iyer, Kotak MF
“For sovereign bonds, it is going to be life as usual, tracking crude prices and INR.”
Largecap or midcap, avoid cos with high debt level: Chakri Lokapriya, TCG AMC
“Even after correction, multiples are still not cheap enough to buy at the current level.”
Prescribe asset-liability ratio norms for NBFCs: Jaspal Bindra, Centrum
"IL&FS default revealed a larger problem of asset-liability mismatch, prevalent across many NBFCs & HFCs."
Nifty may not test previous bottom at 10,200: Sanjiv Bhasin, IIFL Securities
“In the age of Netflix, margins are going to be very difficult to protect for likes of PVR.”
Bond market is limping back to normal: Lakshmi Iyer, Kotak Mutual Fund
“Cherry picking in both debt and equirt categories make a lot of sense now.”
