CAPITAL DEFINITION
Looking at a Goldilocks scenario for corporate earnings? Mukul Kochhar is betting on 3 sectors Mukul Kochhar says growth will be structurally higher by a percent, percent-and-a-half and one factor is the current account surplus which should get us into a more stable economic growth cycle. I feel that the private capex cycle is going to be ver...
27 Jun, 2024, 09.18 AM ISTIndustry pitches for tax reduction, rationalisation of duty structure in Budget During a pre-budget meeting with Finance Minister Nirmala Sitharaman, industry representatives urged for reduced indirect taxes and rationalized duty structures. FIEO's Ashwani Kumar requested extending the Interest Equalisation Scheme for five year...
25 Jun, 2024, 03.37 PM ISTFund Manager Talk | PSU stocks in 3 sectors offer value for long-term investors: Charanjit Singh, DSP Mutual Fund We expect the Government to remain focussed on infra investment even during the third term. Since FY21, the government has focussed on building infrastructure with central government expenditure rising from 1.7% of GDP in FY21 to 3.3% of GDP in FY24.
25 Jun, 2024, 09.00 AM IST- ADVERTISEMENT
Is it a case of ‘no bad news is good news’ for IT companies now? Rahul Jain answers Rahul Jain of Dolat Capital says that the guidance for the current fiscal has been very weak in the case of the IT companies that give explicit numbers, be it Infosys or HCL Tech. And if they do not surprise positively during the earnings season, al...
21 Jun, 2024, 09.51 AM ISTRajesh Kothari on top three themes to bet on for solid returns Next three years that gap is not going to be big. In fact, the private sector banks actually can do better than public sector banks in terms of the overall earnings growth because the bulk of that benefit of credit cost is already behind us.
21 Jun, 2024, 08.00 AM ISTGreat opportunity for investors to build or reconstruct their portfolios: Sandeep Tandon See, both manufacturing and defence in particular have been very expensive. If I have to say in any manufacturing space where is the biggest froth? Again, not in absolute terms but on relative basis, defence is the biggest froth which got built and ...
04 Jun, 2024, 02.39 PM ISTSauce VC launches third fund eyeing a corpus of Rs 250 crore New Delhi-based investment firm Sauce VC, which has backed new-age luggage brand Mokobara, healthy foods startup The Whole Truth and petcare firm Supertails, aims to raise Rs 250 crore for its third fund. This comes as D2C firms see growing interest...
27 May, 2024, 10.16 AM ISTIt’s three steps forward and two steps back for FII flows in Indian, Asian markets, says Manishi Raychaudhuri Manishi Raychaudhuri emphasizes the importance of political and policy continuity for economic growth and market stability. He says discretionaries, particularly those discretionaries catering to affluent India are relatively safe, not just now but ...
26 May, 2024, 10.00 AM ISTSudip Bandyopadhyay on strategies to navigate Nifty's pre-election volatility Financial expert Sudip Bandyopadhyay provided insights into the current market trends and future expectations. He emphasized that market volatility will persist until the election results are announced on June 4th, but he remains optimistic about th...
25 May, 2024, 05.18 PM ISTRisk-adjusted returns in rural-linked stocks could be quite significant: Anshul Saigal Lots of segments are monopolies in this space and there is bound to be interest in this space. There will be further interest in this space and there could be further upsides. Again, easy money has been made, but there is still money on the table an...
17 May, 2024, 11.32 AM ISTValuation comfort in capital goods stocks? Stay invested & wait for dips: Renu Baid Pugalia Renu Baid Pugalia of IIFL Institutional Equities discusses the earnings upgrades for Larsen & Toubro, ABB, and Siemens in the capital goods sector, highlighting the valuation struggles. She also mentions the positive outlook for MNC subsidiaries lik...
16 May, 2024, 08.57 AM ISTPSUs in these 5 sectors have a long growth runway: Siddhartha Khemka Siddhartha Khemka of MOFSL highlights the value of PSUs like Bharat Electronics and discusses various trends including Zomato, urban and rural consumption, two-wheeler sector, shipyard names, Vodafone, and Bharti Airtel. Khemka further says: "Among ...
15 May, 2024, 09.58 AM ISTJiten Parmar explains why he trimmed positions in capital goods stocks? Jiten Parmar advises caution in the market due to high valuations and upcoming capacity, favoring large private banks over capital goods stocks. He sees potential in the chemical sector for revival based on normalized margins and cost optimization.
10 May, 2024, 09.21 AM ISTAravalli hills: No final permission for mining be granted by 4 states till further orders, says SC The Supreme Court has directed Delhi, Haryana, Rajasthan, and Gujarat to not grant final permission for mining activities in the Aravalli hills and their ranges until further orders. The order is not to prohibit legal mining activities already carri...
09 May, 2024, 08.13 PM ISTSerum Institute of India challenges tax amendment in SC; claims capital subsidies as non-taxable Vaccine manufacturer Serum Institute of India (SSI) has filed a challenge to the Supreme Court against a 2016 amendment to the Income Tax Act that made subsidies, grants, waivers, concessions, or reimbursements by the Centre or states or incentives ...
06 May, 2024, 08.18 PM ISTShould investors be contra buyers in IT? Rajeev Thakkar answers In each bull market, there will be pockets of exuberance, but there will be some other pockets which will be out of favour and that is where we tend to look for opportunities.
06 May, 2024, 01.26 PM ISTEnterprise browser Island receives capital at $3 billion value The $175 million funding was led by existing investor Sequoia Capital and new investor Coatue. It doubles the $1.5 billion valuation the company attained in a financing last year.
30 Apr, 2024, 05.47 PM ISTCombo of capital heavy & capital light biz to drive operating leverage, margin expansion: Puneet Chhatwal, Indian Hotels Indian Hotels, led by Puneet Chhatwal, showcases robust growth through strategic new contracts, capital-light models, and diversified top line expansion. The company's focus on operating leverage, digital enhancements, and new business segments sets...
26 Apr, 2024, 08.45 AM ISTWhat type of gift is taxed and what is exempted? Arnav Pandya explains Arnav Pandya explains income tax rules for gifts, highlighting exemptions for gifts from relatives like spouses, parents, and in-laws. Various types of gifts are taxable based on valuation and specific conditions, impacting both givers and receivers...
03 Apr, 2024, 10.13 AM ISTMoney laundering rules: Definition of beneficial owners tightened Even partners who have ownership of less than 10% of the capital or profits of the partnership but exercise control through other means like right to control the management or policy decisions of the partnership firm, will now be considered benefi...
06 Sep, 2023, 12.06 AM IST