FAANG
How much is Indian MFs' exposure to US tech stocks & how have they performed? Prasad Sawant explains
Prasad Sawant from IIFL Securities mentions high returns from Mirae Asset and other US tech-focused mutual funds. Nvidia's success led to a 170% return. Indian mutual funds have exposure to US tech stocks like Microsoft, Apple, Google, and Nvidia.
Alphabet CEO Sundar Pichai says secret to cracking Google interview lies in this 2009 Bollywood blockbuster!
During a podcast hosted by YouTuber Varun Mayya, Pichai was questioned about his awareness of the a tutoring industry dedicated to assisting individuals in impressing recruiters at FAANG companies. He was also asked if he was open to sharing insights on cracking challenging interviews.
Sundar Pichai and '3 Idiots': Google CEO references Aamir Khan's famous motor scene during interview. But why?
Sundar Pichai during a recent interview with content creator Varun Mayya referenced Aamir Khan's iconic motor scene from '3 Idiots' to emphasize the importance of deep understanding over rote learning. This snippet, shared on Instagram, quickly went viral, sparking discussions on Pichai's insights and the enduring impact of cinematic narratives in modern discourse. The interview showcased Pichai's unique perspective and contributions to the tech landscape.
Aditya Arora on 2 top trading picks in a volatile market
Aditya Arora of Adlytick recommends defensive stock picks like Lupin and Voltas. With the market rebounding from key levels, he says the focus should be on theme-specific smallcaps/midcaps. It is time to be cautious as we are seeing adecline in global tech stocks. Arora says it time to be bullish on sugar and metals.
Cautious in shorter term but bullish in medium term; India to be big beneficiary of an EM rally: Vikash Kumar Jain, CLSA
Vikash Kumar Jain, Investment Analyst at CLSA, discusses the underweight on IT and overweight on banks. Banks offer interesting valuations and are closely linked to India's medium-term story. The PSU rally needs selectivity. There are various reasons to believe that the Indian market would gain significance in the global investing scene over the coming years and an emerging market rally will be a key opportunity.
Apple’s $1-trillion rally to be tough to live up to in 2024
The stock’s 50% rally this year — driven by investor bets that the iPhone maker will continue to churn out big profits regardless of the health of the economy — has also left it in expensive territory. It’s priced at 29 times profits projected over the next year, nearly double its 10-year average valuation.
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LTIMindTree can be next Infosys; Coforge can traverse Cognizant’s trajectory: Vibhor Singhal
“Among IT midcaps, Coforge remains our top pick. The new management has taken the aggression in the company to a completely different level. Coforge could well be on track to traverse the trajectory of Cognizant of the yesteryears, not of the recent past, of the early 2000s, when Cognizant used to be one of the most aggressive companies in the industry.”
Fed, Netflix earnings cast clouds over 2023’s tech-stock surge
Next week, around 170 companies in the S&P 500 Index, representing 40% of its market capitalization, are set to post results, including tech bellwethers Microsoft Corp., Meta Platforms Inc. and Google parent Alphabet Inc. And on Wednesday, after the Fed announces its latest decision on interest rates, Chair Jerome Powell will provide clues on whether investors were correct to wager that its expected quarter-point rate hike will be its last
4 sectors Aman Chowhan is bullish on for near term
Nasdaq specifically has recovered, stocks there, the FAANG stocks also have almost doubled or some of them have more than doubled from the lows, so that has been the sentiment changer for India along with liquidity.
All-in bets on FAANG stock boom pay out in week of big earnings
Large-cap tech companies largely surpassed earnings estimates, causing relief to investors who had been nervous about the weakening growth prospects of the companies and the consequential risks to the market. Hedge funds were net selling tech mega-caps for a month due to their angst over earnings and lofty valuations, unwinding roughly half of their buying for the year up until the companies' earnings reports. Despite economic growth slowing down, inflation remaining higher than forecasts and another regional bank facing a government bailout, stocks have been rising. Although, some believe investing heavily in technology stocks is a bet on an unprecedented turnaround in monetary tightening.
Bengaluru software engineer pens note on loneliness, post goes viral
The original note was posted on an app named Grapevine. Later, a Twitter user named Sukhada took to the microblogging platform and shared a screengrab of a post. The post was captioned as 'The other India'. "Feeling saturated in life. I am a 24-year-old Software Engineer in an FAANG company with 2.9 years of experience living in Bangalore. I make a good living (58lpa before taxes) and have a somewhat relaxed work life."
How the year 2022 panned out for Indian investors in US stocks
The market saw a bloodbath this year. The S&P 500 is down 19% YTD and the technology-heavy Nasdaq 100 index is down over 30%. The analysts are divided on when these will recover due to concerns about high-interest rates and a continued recession.
Why regulation is the only way to rein in monopolistic power of Big Tech
Today, Google and Facebook command about 60% of all US digital advertising revenue and appropriate billions of dollars from traditional media, leaving growing news deserts in their wake. Apple controls over 50% of the mobile phone market, and Amazon remains unassailable in the ecommerce segment. Studies in other developed markets like Britain and Australia have yielded comparable findings.
FAANGs won't bite forever: Why Big Tech monopolies are only temporary
However, in a June 2019 analysis, Ryan Bourne of the Cato Institute says history shows that supposed monopolies are temporary, and old giants are constantly ousted by new ones. The Great Atlantic and Pacific Tea Company (A&P), the US retailing giant of the 1920s-30s, was prosecuted for monopolistic practices, but was downed by new technology and market forces that led it to bankruptcy in 2010.
Even small investors can give their portfolio a global edge with fractional equity investment
Small retail investors would like to bet on global companies, too, but they are unable to do it when the share prices of these companies go beyond a point. MF is an option but it has a limit which was breached in February and fresh investment were stopped for some time. Unless there is a change in this cap, MFs may not be a very reliable source for future. Does fractional investment in international shares help?
An Indian FAANG? Lessons from Jeff Bezos and Amazon
Till July, the year of 2022 had witnessed the birth of 19 unicorns with a total valuation of close to $25 billion. These Indian unicorns will, as a next step, explore public listing avenues to realize their growth potential and to create value for their employees through stock options.
Google to pay $42.7 million in penalties for misleading users: Australian watchdog
Earlier this year, Google was ordered to pay $34 million to Russia for breaching anti-competitive rules.
Facebook's parent company to change stock ticker to META on June 9
The company said it would replace its current ticker symbol 'FB', which has been used since its initial public offering in 2012.
After the recent rout in global tech megacaps, should you consider buying FAANG stocks?
Market experts said that these megacaps have a global reach and if one market is down, another is there to offset the impact and trim the losses. However, currently the entire global space is under pressure and might take some time to settle down.
Don’t sell off your winners in a market crash; you will need them when the market recovers: Shankar Sharma
“One should buy the strength part of the market and normal screeners will tell you enough about what groups are holding up well in this carnage. Buy those and only 20% should go into the really 90% down stocks or 95% down stocks if you believe that fundamentally they do not deserve to be there. ”
Expect Nifty to drop to 14,000 before this correction ends: Jai Bala
“We have not seen panic selling yet. Coming to the Indian Nifty, I expect it to drop to somewhere close to 14,000 before this correction comes to an end. Maybe we can evaluate if it can go a little lower but at the moment, these are the minimum price adjectives.”
How Netflix’s awful week mars its 20,000% climb in four charts
The streaming-video giant is down 64% this year after a shockingly weak subscriber outlook triggered a 35% drop in Wednesday’s session -- its steepest one-day loss since 2004.
Don't spray and pray in new-age tech stocks, warns top value investor S Naren
"The fact that investors have lost money in new-age IPOs means the future IPOs will come at a much more reasonable pricing and that will make the job of investing much easier for all of us because they can no longer tell us to look at 2032 earnings and invest. We will tell them that if you want us to invest on 2032 earnings, look for other investors."
'Growth' stocks still not cheap, cautions JPMorgan
JPMorgan's analysts estimate that on average tech firms that are yet to even make a profit have lost 30% of their value since peaks around September last year, while 'fintech' firms which focus on tech-savvy banking apps and tools have dropped 40%.
India will not outperform US this year: Mark Matthews
"We think the Fed will be much less aggressive than they are making out to be. Fed in its heart knows that inflation is transitory, but it sounds heartless and cold."
Can POWRZ be the FAANG stocks of India? Bernstein’s Venugpoal Garre answers
“Digital economy in India scaling up & here to stay. POWRZs is an acronym for stocks that represent the emerging areas in the new economy and the world and also represents some of the companies which are potentially getting listed in the next 12 to 18 months. ”
China's crackdown on ed tech cos could be India’s gain: Mark Matthews
“People who are selling China will go into something safe like cash and will look to redeploy it in countries outside of the United States that have new economy stories. India with healthy pipeline of internet IPOs falls into that category.”
Zomato grossly overvalued but may still go up post listing: Bhavin Shah
“Even if I want to believe in the growth story, there are some signs that growth is not coming of late and even profitability has dipped in the third quarter,”
Bet on consumption theme as the economy opens up: Radhika Gupta, Edelweiss AMC
“A combination of improved macros and a weaker dollar generally bodes well for emerging markets flows.”
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