BIG BULLS
Why Nirmala Sitharaman should not go for any big-bang changes in Budget
We were already in a secular, long-term bull market much before the elections were announced due to a variety of factors. Uncertainty ahead of the election has been overcome and people are expressing their expectations to the government about what it should do in its forthcoming budget.
Buy stocks in every dip: A cheat sheet to find right stocks from the right sectors
CA Rudramurthy BV shares insights on the market, highlighting opportunities in IT, pharma, and FMCG sectors. He recommends caution with PSUs and emphasizes stock-specific investments. Bajaj Finance and Manappuram show potential for gains with tight stop losses. Rudramurthy says "we are in the mother-of-all-bull market and this market, both magnitude-wise and time-wise, will surprise on the upside and it is a buy-on-every-dip market."
Automobile, pharma rally hits bulls’ high
Nifty and Sensex soared to all-time highs with stocks like Maruti Suzuki and Divi's Labs, driven by ₹40,000 crore mutual fund inflows. Analysts see technical resistance and possible consolidation, awaiting Powell’s testimony on rates and inflation. Sensex hit an intraday record, with the July budget and June quarter earnings as key events.
ET Analysis: Investing in an ageing bull market
India's stock indices saw record gains in 2024, signaling an ageing bull market. Investors exhibit 'bear fatigue,' with Reliance Industries leading. Despite positive cycles, fine-tuning portfolios and risk management is key. Interest rates by the US Federal Reserve and potential Black Swan events could impact the market, reinforcing the need for cautious investment strategies, particularly in smaller shares.
Fund Manager Talk | 8 structural themes that remain relevant in a raging bull market
Presently, our economy is witnessing several structural themes that offer compelling long-term investment prospects. While the easiest gains may have been captured and valuations could be somewhat stretched, market still offers pockets of investment opportunities where quality companies can be found at reasonable valuations.
5 learnings from Rakesh Jhunjhunwala's life on his birthday
Known for his sharp market insights and larger-than-life personality, Jhunjhunwala's investment philosophies will continue to inspire generations. Here, we explore some of his most impactful mantras:
- Go To Page 1
It’s a raging bull market; navigate the next 12-18 months with caution: Pankaj Tibrewal
Pankaj Tibrewal from IKIGAI Asset Manager emphasizes the importance of risk management in the current market scenario due to slowing earnings growth. The firm is eyeing opportunities in sectors like auto ancillaries, pharma, and consumer goods for potential growth. Tibrewal also says that there are still pockets that offer reasonable valuations and probably visibility of earnings growth in FY25 and FY26.
F&O Talk | Deploy bull spread in Nifty as FIIs highly net long: Sudeep Shah of SBI Securities
Nifty is sustaining nearly 300 points above its 10 day exponential moving average while Bank Nifty is trading close to 550 points above the same on daily charts.
Market to be volatile and move in a fairly tight range till Budget: Dinshaw Irani
Dinshaw Irani says that Helios has been so bullish on the financial sector that they brought out a first sector dedicated fund from the house of Helios which closed on June 14; it was a financial services fund. Anyway, Helios id loading up on that particular portion as such in the and fortunately most of the stocks are in the largecap space.
Banks may not be sexy but there are pockets of value; buy dips in defence, capital goods stocks: Nitin Raheja
Nitin Raheja says the faster the growth and the better the growth, the more the capital markets are likely to trend upwards. But there would be periods of consolidation. Structurally, if you look at where we stand and capital markets being a proxy for the GDP and growth, it is a good place to be in, it is a great way to compound money.
New bubble? Why are smallcaps and PSU stocks rebounding strongly from June 4 lows? Ashwini Agarwal answers
Ashwini Agarwal says he cannot get himself to agree that the PSU valuations have become quite eye-popping and has room for further upside. But bubbles have their own mind and bubbles can get a lot bigger before they burst. So, there may be a lot of upside.
Had you invested in Nifty in 1994-95, you would have done better than Warren Buffett in dollar terms: Ashishkumar Chauhan
Ashishkumar Chauhan says that in the last 12 years, since the SME market started, 970 companies raised around Rs 15,000 crore and today their market capitalisation is close to Rs 2.75 lakh crore. So, effectively, the small little guys are going to create great wealth because some of them will literally take off and if they remain disciplined from beginning because the market brings that discipline of transparency, they will actually grow faster.
Playing contra? Why Atul Suri is not bullish on bank and IT stocks now
Atul Suri says the bull market is about those sectors and themes that did not do well for a decade. In this market most people are going to be in positions in private sector banks and largecap IT, but the bull market is happening somewhere else. The market is never about consensus.
If you are a good stock picker, you should be able to double your money every three years: Ramesh Damani
Ramesh Damani says he remains bullish and would remain invested. Damani says that even though he is not young anymore, he still feels young. So, he does not want to raise too much cash and remain fully exposed to Indian equities.
Consumer staple stocks will continue to underperform: Ridham Desai
When markets start behaving like a fixed deposit, you get a little worried. Every morning you come, it is up 0.5%, that is not how stock markets are supposed to be. So, one day we will arrive and the market will be down 2%.
Meme coins STRUMP and Raboo rally as Bitcoin dips below $70k
The crypto bull run includes new craze around Super Trump (STRUMP) and Raboo (RABT) tokens, with significant price increases. Super Trump features attractive tokenomics and Donald Trump's influence. Raboo offers quality memes and user engagement, with a presale ongoing.
Three meme coins to not miss in the upcoming bull cycle
Meme coins like PlayDoge, Sealana, and Base Dawgz are trending in the crypto market. PlayDoge offers a nostalgic 90s Tamagotchi experience with a DOGE twist. Sealana raised $3M in presale, targeting quick gains. Base Dawgz combines dog themes with Base blockchain for speculative growth.
Power a structural story; expect a lot of opportunities in this sector: Madhu Kela
I do not think the bull market is over. I am sorry I will correct you. I do not think the bull market is over. I think the easy money is over. You could buy anything and make money that is over. I think now it is a more difficult part.
What big bulls on D-Street said on market, election trends and investment strategy
Markets initially reacted based on the exit polls, which seemed to foster a lot of optimism. Many expected a post-election rally, as indicated by conversations suggesting bullish sentiments. Therefore, the reaction observed on Tuesday can be seen as a reflection of those high expectations, observed majority of analysts.
Nifty bulls scream 'Abki baar 24,000 paar' after exit polls predict Modi 3.0
Exit polls indicate a potential hat-trick win for PM Narendra Modi in Lok Sabha, boosting Nifty's rally hopes to cross 24,000. Market analysts foresee a surge if BJP secures victory on June 4.
Is this the next big meme coin? P2E token PlayDoge launches presale & raises $250K
PlayDoge ($PLAY) presale raises over $250K, combining P2E and meme coins with a Tamagotchi game reboot.
Motor racing-Monaco Grand Prix re-starts after opening lap crash
Formula One's showcase Monaco Grand Prix re-started with 16 drivers on Sunday after a big opening-lap crash destroyed Sergio Perez's Red Bull and the Haas cars of Kevin Magnussen and Nico Hulkenberg. Perez was tagged by Magnussen as the backmarkers sped uphill to Casino square, with the Mexican sent spinning into the barriers and Hulkenberg also caught in the mayhem.
Ahead of Market: 10 things that will decide stock action on Monday
Indian blue-chip equity indices ended flat on Friday, with NSE Nifty 50 and S&P BSE Sensex gaining 2.2% and 2.02% for the week, led by financials and metal stocks.
Nifty Bank holds on to 48,000; next big support is placed at 50-EMA on daily charts: Experts
SBI, Bank of Baroda and PNB closed with gains of over 1% each. while selling was seen in IDFC First Bank, Federal Bank and HDFC Bank, which fell over 1% each.
Bulls score big on the rebound; indices jump 1%
The NSE Nifty rose 223.45 points, or 1%, to close at 22,643.4 on Monday. The BSE Sensex rose 941.12 points, or 1.28%, to end at 74,671.28. "We think that the market is looking healthy," said Sandeep Raina, executive vice president, research, Nuvama Professional Clients Group. "The direction will be determined by the (corporate) results in the next 20-30 days."
With no backing from big bulls, 14 smallcap stocks turn multibaggers in 6 months; time to worry?
Retail investors drive smallcap stock surge on Dalal Street, resulting in multibagger returns for selected stocks with minimal institutional presence. Market regulator SEBI monitors the rally, but analysts advise cautious optimism due to value in quality stocks and supportive policies.
Rs 30,000 crore boost! FII dollars chased 8 sectors in February, but one remained unlucky
Foreign portfolio investors slowed down selling on Dalal Street in February, with eight sectors witnessing cumulative inflows of more than Rs 30,000 crore. The consumer services sector attracted the highest inflows at Rs 7,538 crore. The construction and fast moving consumer goods sectors faced outflows. Equities may witness a volatile March with continued selling in the broader market.
These 9 stocks were ditched by big bulls of Dalal Street in FY24; what should investors do?
Several smallcap stocks were dumped by big bulls, resulting in negative returns for many. Stocks like Automobile Axles, Tarsons Products, TCNS Clothing, and VIP Industries experienced double-digit falls. However, Shaily Engineering Plastics defied the trend and delivered multibagger returns.
Ethereum ETFs: The next big push for Bull Run
The recent launch of Bitcoin ETFs has sparked a resurgence in the crypto market, attracting a wave of new investors and igniting a surge in trading activity.
Load More
