CORPORATE CYCLE

The market's high valuations necessitate positive earnings surprises for comfort, with bond yields and investor sentiment influencing market trends significantly.

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 benchmark...

So, we will have to also think about how we channel the energies towards more advanced and more modern techniques and technology, because that is what we need right now.

The Reserve Bank of India (RBI) warns of systemic risks from the rapid growth of private credit, which has quadrupled in the past decade, especially due to its opacity and interconnectedness with banks and non-banks. The RBI highlights potential vul...

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...

Companies no longer have the pricing power they had in the immediate aftermath of the pandemic when consumption demand was roaring. That has now played out in manufacturing and services. The growth from here on should be more sedate, building on the...

​Sensex I think compounds at 12% to 15%, but it will not go linearly up and there will be ups and downs, so there will be periods when the Sensex returns a lot more and then there will be a few occasions when the Sensex is not doing so well.

The key amendments introduced by Sebi are designed not only to lower the entry barriers for potential investors but also to enhance the overall efficiency and transparency of the bond market.

​The banks which have struggled to the asset quality cycle over there the earnings expectations are low, the valuations are depressed and to that extent from a stock market perspective the earnings upgrades as well as valuation re-rating can be quit...

The U.S. failed trades rate stood at 1.90% on Wednesday, stable from Friday, per DTCC. Market expected a rise to 4.1% post T+1 implementation, from 2.9%, as per ValueExchange.

The transition to faster trade settlements in the U.S. faced bumps despite a mainly smooth switch to T+1 settlement cycle from T+2, mandated by the SEC. Market participants anticipated increased trade failures and hiccups in the securities market.

The e-commerce industry is booming due to increased smartphone and internet access, offering a plethora of job opportunities. Evolving consumer behavior and technology advancements are driving this growth, with a projected surge in India's online co...

Neelkanth Mishra emphasizes the need for proactive policies and strategic infrastructure development to sustain India's growth amidst evolving global economic challenges, advocating for efficient tax reforms, energy transition, and enhanced construc...

Sundaram Mutual Fund has filed a draft document with Sebi for a business cycle fund. Sundaram Business Cycle Fund will be an open-ended equity scheme following a business cycle-based investing theme.

Stock exchanges will introduce the beta version of ‘T+0’ or same-day trade settlement in the 25 scrips in the cash segment from Thursday.

Gurmeet Chadha discusses market performance, capex cycles, rising retail investment, financial opportunities in HDFC, Kotak, NBFCs, and energy stocks like Power Grid, emphasizing the shift towards equity ownership. He believes In fact, this $3-billi...

For investors with a longer view and higher risk appetite, long-duration debt mutual funds offer the potential for bigger gains.

Morgan Stanley predicts India's capital expenditure cycle will continue, driven by government spending and a revival in private investment. The bank predicts India's investment ratio to rise to 36% of GDP by FY27, from 34% in FY24. The Indian govern...

Ashish Gupta, CIO of Axis Mutual Fund, expects a deleveraging cycle for corporate India in the next five-seven years. The capex upcycle has started, benefiting companies. The market has responded to the strong economic recovery, upward revision in G...