FAIR VALUATION

But it seems like the markets have regained confidence. Third term, same government, acceleration towards infrastructure investment I think that is what is driving this optimism.

Buying quality stocks should be one of the basic principles while investing in markets. But when one is buying mid-cap stocks this principle becomes even more important for multiple reasons. At this point of time, when valuations are high and small ...

Government bond yields have declined in the current quarter due to foreign inflows ahead of inclusion of domestic debt in JPMorgan's emerging market index. Yields on the 10-year benchmark government bond were at 6.99% on Thursday, down from 7.05% at...

​"Emerging market equities, as an asset class, are not seeing inflows. They have seen outflows. The US is doing much better than the broader emerging market. The other dynamic is there is also a very strong AI (artificial intelligence)-driven theme ...

Mutual funds, if you look at the smallcap number of folios, that has gone up 4x in under three years. We have now more smallcap folios than midcap or largecap number of folios.

​Now, in the last one year, we have seen a huge outperformance of companies in the low quality and low growth basket. It is in this space where the valuations have actually significantly re-rated and most of the companies are now trading at a materi...

Company to double dark-store count to 700, taking on rivals Blinkit, Swiggy Instamart and Big Basket’s BB Now; DST Global, Lightspeed Venture Partners, Avenir Growth Capital and Avra joined as new investors in the round led by Glade Brook Capital, S...

I think the underlying India story still looks very strong and so that yes, it is at the moment just the market is probably vulnerable to a bit of profit taking in the very short term.

​However, if we look at the longer-term valuations of the entire private sector pack, that have actually time corrected and most of them are trading at their long-term averages, that means prices have not gone anywhere but earnings have actually gro...

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 p...

Nvidia's stock hits record high, surpassing Apple to become second most valuable company at $3 trillion. Silicon Valley chipmaker to split stock ten-for-one on June 7. Microsoft remains the world's most valued company with market value at $3.15 tril...

Godrej Properties sells 5% equity stake in Godrej Green Homes to Godrej Fund Management and Investment Advisors for Rs 46.70 crore.

​Remember, we have not even yet seen a rate cycle decline as well, so those are the levers which come through late in the year from a support point of view for macro.

Singapore's Temasek and US-based Fidelity have invested $200 million in Lenskart through a secondary share sale. This and more in today’s ETtech Top 5.

Swiggy Valuation: Baron Capital, which participated in Swiggy’s $700 million funding round in January 2022 at a valuation of $10.7 billion, has raised the fair value of its holding in Swiggy for the fourth straight time. Crossover funds, i.e. funds ...

Starting June 1, the top 100 listed companies must confirm or deny market rumors in mainstream media within 24 hours. The rule aims to prevent information leaks affecting stock valuation, enhancing market fairness. Sebi's new framework excludes pric...

Michael Cohen, once loyal to Donald Trump, testified against him in a New York trial, leading to felony charges. He revealed Trump's involvement in hush money payments to a porn star, marking a dramatic shift in their relationship. Cohen's testimony...

​There will probably be governance continuity as well, but almost certainly there will be policy continuity and hence, my point of view to the foreign investors is, beyond a point, you should not overemphasise the elections.

The Nifty's PE ratio, based on trailing earnings, has dropped to 22 times from 33 times on March 30, 2021. Analysts said the PE ratio suggests the Nifty is trading at fair valuations, which means the index is neither cheap nor expensive.