BEST STOCKS OF 2022
How to trade India Cements, NMDC, Amara Raja and 3 other stocks? Aamar Deo of Angel One decodes
Markets had a dream rally in June, with the benchmark index Nifty gaining 2% WoW, whereas Bank Nifty gained 1.3% WoW. Overall, the markets continue to be driven by bullish investment sentiments, on the back of positive global cues, rally in heavyweights and on the hopes of rate-cut materialising, most probably in this quarter.
India Playbook 2024: Where to invest conundrum?
Retail investors favor small-cap stocks due to high returns. Large-caps trade at a valuation discount to small-caps. Domestic ownership prevails in small-caps, with retail investors holding a significant share. Opportunities exist in Finsumption, Capex, and Make in India themes favoring small and mid-cap companies.
Where US stock market is headed after wild first half: 5 charts
A boom in artificial intelligence fueled a blistering first half for the US stock market, and traders expect to see the same — and more — in the remainder of the year.
Economic cracks are getting exposed in the 2024 market bounty
Dispiriting trends that have been visible for months now alongside the frenzy for megacap tech stocks and private credit – are on display yet again. Companies with dicey balance sheets have underperformed anew in June. Equal-weighted stock benchmarks where disruptive AI market leaders have the same weighting as industrial bellwethers have lagged yet again.
Stocks to buy: Bet on stocks that regularly beat analyst estimates; 5 stocks with double-digit upside
Stocks to buy: Out of 304 companies, where estimates are compiled by a minimum of three analysts through Reuters-Refinitiv, 50 stocks have consistently surpassed analysts’ net profit estimates in all four quarters of 2023-24. This group of 50 stocks has delivered an average return of 72.4% over the past year, compared to the BSE 500 index’s 38% return over the same period. This data is based on closing values as of 18 June. The article explores the five companies that have been covered by a significant number of analysts and currently offer double-digit share price potential.
MFs cut weight on technology stocks by 170 bps in just 3 months. What are cues for investors?
In May, several MFs reduced tech stock weights by 0.1%-0.9%, with HSBC making the highest cut at 0.9%. HDFC MF, Mirae, and Franklin Templeton increased weights by up to 0.2%.
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Ixigo's stock rally continues; retro tax relief likely for egaming cos
Shares of Ixigo continued to surge a day after the travel platform’s IPO. This and more on today’s ETtech Top 5.
Nvidia’s 591,078% rally to most valuable stock came in waves
Nvidia's remarkable journey from its IPO to becoming the most valuable company is a testament to its strategic vision, innovative products, and adaptability in emerging markets like AI and data centers.
Sectoral/Thematic mutual funds’ AUM grows 80% YoY in May, folios rise 56%. What is brewing?
In May, investors showed significant interest in sectoral/thematic funds, injecting over Rs 19,200 crore in net inflows. This amount marks the highest among its 10 other equity-oriented mutual fund peers. Experts suggest that the increasing influence of this category stems from investors' attraction to themes promising higher growth potential.
Big tech is driving the S&P rally. The rest have to step up soon
Tech stocks face diverging performances as Nvidia leads the pack, while Apple struggles, causing a profit cool down and an emerging asymmetry among Big Tech stocks, affecting the overall earnings potential in 2024.
Best dynamic bond funds to invest in May 2024
If you are confused about all the talk about interest rate pauses and likely cuts, you should consider investing in dynamic bond funds. Dynamic bond funds have the freedom to invest across securities and maturities depending on the outlook of the fund manager.
Mahesh Nandurkar on 5 best sectors to own from 3-year perspective
Mahesh Nandurkar, MD at Jefferies, discusses investment opportunities in sectors like real estate and the auto sector. He emphasizes the potential for earnings growth and the impact of global economic factors on India's market prospects. Nadurkar says: "I would not necessarily link the FMCG stocks going up to the big improvement in the rural demand recovery as such."
ETMarkets Smart Talk: Focus on green energy to lead to multi-billion dollar enterprises over next decade: Jyoti Vaswani
Jyoti Vaswani discusses the potential of multi-billion dollar enterprises in the green energy space and its impact on equity markets. She provides insights on the US Fed moves, RBI, inflation, Q4 earnings, management commentary, Nifty performance as well as May trends. Vaswani says that since FY24 has seen a broad-based rally, FY 25 can be expected to be driven by sustained corporate earnings growth and policy continuity.
Lower face value to enable more retail investors bond with the best corporates
The Securities and Exchange Board of India (Sebi) last week decided to lower the face value of listed bonds to ₹10,000, from ₹1 lakh. The regulator had in 2022 reduced the face value of such securities to ₹1 lakh from ₹10 lakh.
Green energy stocks surge up to 600%! Why green is the new gold on Dalal Street
Green energy stocks surge on Dalal Street with up to 600% returns fueled by India's renewable energy growth. Investors eye opportunities in the sector, driven by ambitious targets, support from Morgan Stanley, and initiatives like the rooftop solar scheme under Pradhanmantri Suryodaya Yojana.
Green careers report: Understanding green jobs and their increasing demand
Green jobs are on the rise globally, with India aiming to double its green job count. The industry focuses on upskilling, collaborating for R&D, and leveraging government initiatives to meet the demand for green skills.
China’s EV and solar exports are powering ahead as prices slide
All these numbers show why China’s factory capacity has quickly become the key faultline in a polarizing global economy.
26 companies queue up for KSK Mahanadi power project
The National Company Law Tribunal (NCLT) vacated the stay on the auction of the power project on April 5, paving the way for a fresh round of bidding. The total claim of lenders on the project is pegged at about Rs 32,000 crore. These companies have given 'expressions of interest', which were to be submitted by April 26 and the timeline to give a resolution plan by the interested parties is June 18, according to the timeline set by resolution professional Sumit Binani.
Hyundai plans to launch its first hybrid car in India in 2026, says EVs long-run strategy
The group, housing Hyundai Motor and Kia Corp, is evaluating a hybrid sport-utility vehicle of size similar to its top-selling, mid-sized Creta SUV in India, said two of the sources who have direct knowledge of the plans.
Friends from the old neighborhood turn rivals in Big Tech's AI race
Microsoft's push into artificial intelligence with its partner, OpenAI, the maker of ChatGPT, has rattled Google. The two companies are now fighting to control what many experts see as the next dominant computing platform, a battlefield as important as the web browser and the smartphone before it. Hassabis is driving the creation of Google's AI technology, while Suleyman works to put Microsoft's AI in the hands of everyday people.
Solar companies seek new U.S. tariffs on Asian imports
Petitions come amid growing alarm within the U.S. solar industry that a flood of cheap Chinese green energy technology exports are pushing down prices of solar panels and threatening efforts by the Biden administration to develop a domestic solar supply chain.
Naveen Jindal group plans Rs 15,000-crore green energy push
As per the blueprint being finalised, the group wants to power the new steel capacity additions by creating 4 gigawatts (GW) of renewable power sources in-house within the next couple of years, said the people. This would help the group reduce carbon emissions and produce green steel, they said.
Building materials best proxy for playing real estate upcycle: Siddhant Chhabria, Mirae Asset
Siddhant Chhabria, Fund Manager at Mirae Asset Investment Managers, believes in the long-term growth of consumer discretionary, new-age, and building materials sectors. The Household Consumption Expenditure Survey shows a moderation in real consumption growth and a shift towards discretionary items. Recovery in consumption post-Covid has been uneven, with upper middle class consumers driving demand for luxury products.
Mutual funds join multi-billion dollar PSU rally, eye 2014 record in election year
The ownership of PSUs in mutual funds has reached a 3-year high as mutual fund managers chase the momentum in Indian PSU stocks. The sharp outperformance and re-rating potential, along with sector-specific triggers and the 'Modi ki guarantee' factor, have fueled interest in PSU stocks. Nifty CPSE has more than doubled in last one year. PSU banks are outperforming private sector banks due to low valuations which many consider to be fair even after the run-up in stock prices.
Mirae Asset NYSE FANG+ETF fetched 96% return last year; should invest now?
Mirae Asset NYSE FANG+ETF, a basket tracking an index comprising global mega-cap tech stocks, recorded a blistering 96% rise in NAV. The closest challenger, CPSE ETF, tracking an index of Indian public sector entities, fetched 75%. The NYSE FANG+ETF’s blockbuster show is bound to make investors take notice, but should you rush to add this table-topper to your mutual fund shopping list?
December beats November to give Nifty best returns in 1.5 years
As against Nifty's 20% rise in the calendar year 2023, the midcap index is up by almost 45% and the smallcap index is up by 55%. This trend is likely to be reversed in 2024, according to analysts.
Stocks to buy: Consider strong margin profiles; 5 stocks with upside potential of up to 15%
As margin benefits are peaking, we have identified stocks that are expected to report EBITDA margin improvement in the December 2023 quarter. The aim is to identify stocks that have improved y-o-y EBITDA margins in the September quarter and are expected to report an improvement in margins in the December quarter on a y-o-y basis. There are 60 such companies. In the past year, the average return of this group has been 42.3%, compared with 21.7% by the Nifty 500 index.
Stocks to buy now: 9 companies that are likely to double their earnings in next three years
The market capitalisation of NSE-listed companies surpassed $4 trillion on 1 December 2023. The benchmark Nifty 50 and MSCI India indices delivered 16% YTD returns, against the MSCI indices of China, Brazil, the UK and Europe, with returns ranging from -15% to 12.3%. The investors’ sentiments are buoyed by the strength of the Indian economy, which is visible from the above-expectation 7.6% GDP growth in the second quarter of 2023. Going forward, the analysts expect reasonable earnings growth, supported by continuing capex programmes of corporate India.
Samvat 2079 recap: 50% of the top 10 recommended stocks deliver double-digit returns
The top 10 recommended stocks of last Diwali were Lemon Tree Hotels, Coforge, Bharat Electronics, HCLTech, Axis Bank, Federal Bank, ICICI Bank, Marico, Infosys, and Jubilant Ingrevia. Of these, Axis Bank, HCLTech, Bharat Electronics, Coforge, and Lemon Tree Hotels have given returns of over 13-38% since the last Diwali.
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