CORRECTLY
Here's a two-pronged approach to navigate an ever-rising stock market
Despite the Modi regime's progressive policies ensuring macro-stability, the 2019 super-rich surcharge raises doubts, especially in view of the poor election show of the BJP. Markets however defied election outcome pullback expectations, hitting new highs. In such a scenario, investors should monitor policy changes and consider phased investments.
Jump in FII long-short ratio sans correction may be a new Normal
Market confuses with record FII long-short ratio surge, hinting at shifting dynamics post-election. Chandan Taparia notes unusual stability despite ratio near 5, credits India's growing equity culture for market surge.
Tough to sustain GDP growth above 7.5%; time-wise correction in market likely: Neelkanth Mishra
As mutual funds are sitting with Rs 1 lakh crore of cash, whenever there is a 4-5% drop from the peak, there is a spate of buying. So equities as an asset class are not seeing sharp drawdowns and in the short term make it safer to invest in and attract more funds. That is the cycle we are in, says Neelkanth Mishra.
Navigating Market Panic: David Tepper's strategy for investment success
Renowned value investor David Tepper advises that maintaining composure during market panics can lead to success, as growth is a natural process and optimism is often rewarded in the long run.
Buy realty stocks at 15-30% correction; don’t enter defence pack now: Dipan Mehta
Dipan Mehta says that if one has missed out, then it is better to just stay away at this point. Even in bull markets, one should expect corrections and corrections are a good time to load up on stocks that have done exceptionally well and the future also is very good, very positive because of order wins or earning visibility. But in a charging bull market, in a running train like this, it does not make sense to enter.
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Expect 15% plus Nifty return; mid and smallcaps can deliver 5-7% higher earnings growth: Samit Vartak
It is always good to have FIIs at the lowest level of ownership. At the peak, we had 24% of the market owned by FIIs. Today, we are close to 16%. So, most of the remainder of investors probably are going to be long-term. They are unlikely to keep on selling more where this ownership is going to go lower, says Samit Vartak.
Amazon admits to safety lapses, assures Govt of corrective action
Amazon India has acknowledged lapses in workplace safety at its warehouse in the National Capital Region. In its communication to the central labour commissioner, the company admitted to breaching workplace safety standards on May 16, 2024, at its Manesar warehouse and committed to taking immediate corrective measures. Responding comprehensively to the central labour ministry's inquiry, as reported by ET, Amazon India clarified that one of the employees at the facility led a small group of employees and associates in a pledge following scheduled breaks, perceiving it as a motivational activity for the team.
Good chance to generate a lot of alpha in this stock-pickers market: Samit Vartak
I am sure there will be few winners but those will be extremely handful but the entire segment going up I am not sure if most of them are going to be anywhere close to these kind of valuations when the correction comes in and 80-90% correction is a huge correction, I mean jumping from 90% correction is like 10x returns that you need to generate to just recover the kind of losses.
Nvidia enters correction territory as slump erases $430 billion
Shares fell 13% over the period, past the 10% threshold that represents a correction. The drop weighed on chipmakers with the Philadelphia Stock Exchange Semiconductor Index falling 3% on Monday. Broadcom Inc. fell 4% while Qualcomm Inc. dropped 5.5% and ARM Holdings Plc slumped 5.8%. US-listed shares of Taiwan Semiconductor Manufacturing Co. shed 3.5%.
Why has Travis Scott been arrested in Miami? Will he able to perform in his upcoming tour?
The American singer has been arrested in Miami for disorderly intoxication and trespassing. He has been released and there will be no further charges.
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.
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.
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.
The best time to invest in India was in 1991 and the second best time is today: Ramesh Damani
One can’t be rich in a bull market making 20 points on a stock. You get rich in a bull market when the stock goes up 5X, 10X. Super investor Ramesh Damani says the retail investor should be in the long-term category as opposed to the trading category,
Don't see end of bull market cycle in India for next few years: Ridham Desai
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.
RBI's special audit over, IIFL Finance appoints team to implement corrective actions
IIFL Finance, under scrutiny by the RBI for irregularities in its gold loan portfolio, has taken corrective actions to address concerns. RBI directed the company to halt new gold loans due to supervisory concerns and deviations in gold assessment. The company raised capital through rights issues and NCDs to mitigate risks and reported a net profit in Q4.
What to expect from NDA 3.0's budget #1
The new NDA government's budget aims for faster fiscal correction with higher growth and central bank profits to lower interest rates.
We, the children, must receive protection
A recent investigation revealed that nearly 10,000 minors were wrongly held in adult prisons in India between Jan 2016 and Dec 2021, based on an iProbono report and RTI responses. The Juvenile Justice (Care and Protection of Children) Act 2015 prohibits placing children in adult prisons.
How to plan for a future stock market correction?
Investors are moving investments to safer options like fixed deposits, bonds, and cash. There are many who are waiting for a stock market crash. Market corrections are temporary and unpredictable, so staying invested is key, says.
Valuations & earnings will take precedence soon says Feroze Azeez of Anand Rathi Wealth
The market's reaction has been quite volatile due to the exit polls. From a trader's perspective, it's been a seesaw. For investors, it’s important to remember that markets typically fall 10% from the peak twice a year.
Expect some degree of volatility till the Budget: Sunil Subramaniam
But I now expect consumption to redress the balance and you will get a far more broad-based recovery, that is number one. Number two is I think that now with the lessons of what happened in this election, we expect the BJP itself to take necessary corrective action since it has got power for the next five years so that the very next election they will be in a position.
These largecaps have ‘strong buy’ & ‘buy’ recos and upside potential of more than 20%
As the street grapples with what will be the final come out of elections, the street is witnessing two things, unwinding of the long position which were taken after the exit poll showed a comfortable win for ruling BJP and also fresh short position being created. Whatever may be the final outcome, it would be better to stick to the basic principle of investing, that is looking at fundamentals and developments in the sector and only when things are positive on both the front then only go ahead and take a decision. ET screener powered by Refinitiv’s Stock Report Plus lists down quality stocks with high upside potential over the next 12 months, having an average recommendation rating of “buy” or "strong buy". The screener applies different algorithms for all BSE and NSE stocks.
Bears Stranglehold: Will markets fall 10% and should you worry?
Markets rebounded on Wednesday after a steep decline, but experts warn of a possible 10% correction. With PM Narendra Modi set to take oath on June 8, market assurance remains a key factor.
After sales of over Rs 12,000-crore in a day, FPIs could wait & watch
Analysts anticipate pressure on the new government to balance coalition demands with economic policies. U R Bhat expects policy continuity despite BJP's lower seat count.
Nifty could fall another 10%; get ready to buy the dip, says Raamdeo Agrawal
Clearly markets have a tendency to go from one side to other side. But that is how it is. I do not think investors have any problem. The problem is actually for the speculators.
Whether there is a 10% correction or a 30% crash, market to bounce back in 8-10 months: Rajat Sharma
Rajat Sharma, Founder & CEO of Sana Securities, discusses the market valuations, particularly on the Nifty, currently at 21.9. He believes India is a bright spot even in a potential market correction or crash. Sharma says that post election results, on 10th or 12th July we will have the Union Budget and post that, there would be some correction.
Nifty may see a 400-point correction before June 4 but banks will outperform: Sanjiv Bhasin
Sanjiv Bhasin from IIFL Securities provides insights on market trends, highlighting the performance of key banks like HDFC, Kotak, ICICI, and Axis. He recommends focusing on IDFC First, Dhanlaxmi Bank, SBI Life, Grasim, LIC, GIC, and New India Assurance for potential growth. Bhasin also says that in pharma, Divi's is one of the best contract pharming companies and it is regaining its position but he would put his money on Lupin.
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