Stocks to buy: Kripashankar Maurya of Choice Broking recommends these 4 fundamental picks for the next 6 months

Stocks to buy: Kripashankar Maurya of Choice Broking recommends these 4 fundamental picks for the next 6 months

The medium-term outlook for the market is positive even though risks of sticky inflation, elevated interest rates for an extended period, and geopolitical developments loom. The domestic economy is on a healthy footing, and there are high expectations that the government’s policy reforms will continue to bolster growth and employment. The prospect of an above-normal … Read more

Monsoon & Share Market: What do above-normal rains mean for the economy? How should investors play the monsoon theme?

Monsoon & Share Market: What do above-normal rains mean for the economy? How should investors play the monsoon theme?

However, private weather forecaster Skymet believes the southwest monsoon will gather pace in the coming days and will cover the entire country ahead of its schedule. Garima Kapoor, Economist, Elara Capital, pointed out that the El Nino conditions that prevailed since June 2023 led to subnormal monsoons in India last year. This year, the chance … Read more

Expert view: Market wants clarity on govt’s spending plan; rate cut cycle may be shallow, says Khanna of Purnartha

Expert view: Market wants clarity on govt's spending plan; rate cut cycle may be shallow, says Khanna of Purnartha

Edited excerpts: What is your assessment of the current market structure? Where is the Indian stock market heading? There are two ways that I would look at the current situation: 1. Versus pre-COVID: The Nifty 50 is currently trading at nearly 22.5 times the trailing 12-month (TTM) price-to-earnings (PE) ratio, compared to 26.5 times (three-year … Read more

Infra stocks to continue their run beating capital goods shares, here’s why

Infra stocks to continue their run beating capital goods shares, here's why

Domestic Infrastructure and Capital Goods stocks are on a sturdy path. Over the past 3 years, capital goods stocks have, on average, tripled in value, while infra stocks have doubled. There were concerns about whether this trend would persist during the recent national election period due to high prices and valuations. However, these concerns have … Read more

Fomo buying and key portfolio allocation push Nifty 50 to a new high

Fomo buying and key portfolio allocation push Nifty 50 to a new high

The excitement is palpable as BSE-listed companies surge, adding ₹2 trillion in market capitalization today, propelling the total to a record ₹429 trillion. “Most ministers retaining their portfolios signals policy continuity,” remarked Manish Sonthalia, CIO, Emkay Investment Managers. This suggests that pending tasks from the second term will be addressed in the third term, with … Read more

Why FMCG and consumption sectors should be on your radar as Modi 3.0 takes charge

Why FMCG and consumption sectors should be on your radar as Modi 3.0 takes charge

Following four years of normal rainfall, last year’s monsoon was below average, with the country receiving 94.4% of the Long Period Average (LPA), which is below the lower range of normal monsoon. Additionally, the southwest monsoon showed significant irregularities, including delay in onset. According to the IMD, out of the four months of monsoon, July, … Read more

Exit poll 2024 frenzy could be followed by profit booking after results, focus to shift on Budget, say experts

Exit poll 2024 frenzy could be followed by profit booking after results, focus to shift on Budget, say experts

Most exit polls on Saturday, June 1, said the NDA alliance could win 350-370 seats this time. While the actual results could differ from the exit poll predictions, experts say it is highly unlikely that a non-NDA government will be formed at the Centre. Also Read: Poll of Polls: 10 exit polls predict 350+ seats … Read more

Multibagger IPO: Motisons Jewellers shares rise 200% against issue price in five months. Do you own?

Multibagger IPO: Motisons Jewellers shares rise 200% against issue price in five months. Do you own?

Multibagger IPO: The Initial Public Offering (IPO) of Motisons Jewellers Limited, launched in December 2023, was a resounding success. The IPO, offered at a price range of ₹52 to ₹55 per equity share, generated a substantial ₹151.09 crore from this book-build issue. The public offer received an overwhelming response from the Indian primary market investors, … Read more

Nifty 50, Sensex today: What to expect from Indian stock market in trade on May 28

Nifty 50, Sensex today: What to expect from Indian stock market in trade on May 28

The trends on Gift Nifty also indicate a flat-to-positive start for the Indian benchmark index. The Gift Nifty was trading around 23,020 level, a premium of nearly 20 points from the Nifty futures’ previous close. On Monday, the domestic equity benchmark indices ended flat after hitting their fresh record highs. The Sensex eased 19.89 points … Read more

Market may go down 15-20% if BJP secures less than 250 seats, party allies in three states doing poorly: Ruchir Sharma

Market may go down 15-20% if BJP secures less than 250 seats, party allies in three states doing poorly: Ruchir Sharma

The Indian stock market would experience a significant adverse reaction if the Bharatiya Janata Party (BJP) secures less than 250 seats in the Lok Sabha elections, ace investor and author Ruchir Sharma told India Today in its Pop-up Conclave in Mumbai. Sharma, the Chairman of Rockefeller International, commented while answering a question about the impact … Read more