FINANCIAL CHANNELS
It’s a raging bull market; navigate the next 12-18 months with caution: Pankaj Tibrewal
Pankaj Tibrewal from IKIGAI Asset Manager emphasizes the importance of risk management in the current market scenario due to slowing earnings growth. The firm is eyeing opportunities in sectors like auto ancillaries, pharma, and consumer goods for potential growth. Tibrewal also says that there are still pockets that offer reasonable valuations and probably visibility of earnings growth in FY25 and FY26.
Rahul Shah on 2 stocks that can be continuous compounder for next 2-3 years
They are still invested and their thought is that India will continue to do well and so they think that I think the banking which has been in terms of valuation cheaper than vis-a-vis a lot of other sectors and sector has been underperformer except for PSU banks.
Hamara gaon, hamara digital push
While smartphone adoption among low- and moderate-income (LMI) communities is growing, usage is limited to social media and messaging apps. This indicates that critical challenges continue to hinder the use of digital payments for close to 1 bn LMI people, especially women and people from marginalised communities.
BlinkX opens India’s first Gen AI lab in the stock broking industry
BlinkX Gen AI Lab in Mumbai drives trading innovation with the Hyper Personalised Nudge Engine, enhancing customer experiences through real-time data on the mobile app for traders of all risk tolerances.
ETtech Deep Dive: How RBI and NPCI are working to tackle mule account frauds
The RBI, the National Payments Corporation of India, and the Ministry of Home Affairs are teaming up with banks, financial institutions, and tech security companies to crack down on mule accounts and prevent fraud in the country's banking system.
Headwinds of high FPI exposure, but good for long term: 6 stocks the financial services sector with an upside potential of up to 25 %
One of the most intriguing aspects of presenting the return performance of stocks, or any asset class for that matter, is how a slight adjustment in the calculation date can dramatically alter the perception, making the glass appear either half full or half empty. This phenomenon is particularly evident in the case of financial service stocks. Recently, these stocks have often been portrayed as underperformers. However, this overlooks the fact that over the long term, they have provided substantial returns and generated significant wealth. The short-term underperformance of these stocks can be attributed to their heavy ownership by Foreign Portfolio Investors (FPI). As FPIs have been net sellers in Indian equities, financial service stocks have faced selling pressure. Nevertheless, the relative decline in stock prices is considerably less severe than in previous instances of similar selling activity. Given the robust fundamentals of these stocks compared to a few years ago, it is prudent to view them from a long-term investment perspective.
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Not e-comm alone, one has to be in modern trade, in kirana stores also to build scale: Sunil D'Souza, Tata Consumer
Sunil D'Souza of Tata Consumer says today's consumer who is coming of age is the consumer who is born in a liberalised India. They have seen an India which is confident, growing with an accelerating GDP. So, these consumers are very confident of going out and spending. It is not only premiumisation, the consumer will move to value also.
Financials to drive market for next 2 months; consumer may overtake capital goods stocks near term: Rahul Shah
Rahul Shah says that in the short term, consumer stocks might overtake capital goods stocks for some time and the small and the mid-sized capital goods in a specific area would do much better. Further, FIIs flow will continue and financials, which we were also very positive on, will continue to drive the markets for the next couple of months.
Car dealers feel the load as sales slow, inventory piles up
Passenger vehicle makers seek a 90-day credit cycle extension from auto financiers due to pressure in retail and sales channels amid slowing sales.
These largecaps have ‘strong buy’ & ‘buy’ recos and upside potential of over 20%
Just because the Nifty has been trading in a volatile mood for the last few trading sessions, the word correction might be heard on the street. The fact is that if one looks at the internal of the markets, there has been an ongoing correction which is taking place which has been largely guided by the numbers which companies have delivered for Q4. Also there is a kind of sectoral correction taking place. The good part is that such kind of sectoral corrections are indicative of underlying bullishness and these corrections are part of any bull run. The only thing any investor needs to make sure is that in any corrective phase, bias when making fresh investment should be toward large cap stocks as there is a possibility that they would see less damage in corrections which are stronger in nature due to global or macro developments. 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.
These largecaps have ‘strong buy’ & ‘buy’ recos and upside potential of over 20%
Just because the Nifty has been trading in a volatile mood for the last few trading sessions, the word correction might be heard on the street. The fact is that if one looks at the internal of the markets, there has been an ongoing correction which is taking place which has been largely guided by the numbers which companies have delivered for Q4. Also there is a kind of sectoral correction taking place. The good part is that such kind of sectoral corrections are indicative of underlying bullishness and these corrections are part of any bull run. The only thing any investor needs to make sure is that in any corrective phase, bias when making fresh investment should be toward large cap stocks as there is a possibility that they would see less damage in corrections which are stronger in nature due to global or macro developments. 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.
How tech-first stock brokers are diversifying into lending
Stock broking startups are focusing on consumer loans as they look to diversify their business area. Large stock brokers like Groww and Angel One are disbursing strong numbers for personal and consumer loans. Groww is facilitating disbursement of around Rs 250 crore of personal loans every month, while Angel One is handing out around Rs 50 crore monthly.
Nifty bulls scream 'Abki baar 24,000 paar' after exit polls predict Modi 3.0
Exit polls indicate a potential hat-trick win for PM Narendra Modi in Lok Sabha, boosting Nifty's rally hopes to cross 24,000. Market analysts foresee a surge if BJP secures victory on June 4.
These midcap stocks with ‘strong buy’ & ‘buy’ recos can rally over 25%, according to analysts
After a strong phase upward movement, mid cap stocks are witnessing a sort of selective profit booking move. Profit booking which is mostly happening in line with Q4 numbers. A strong directional move is only likely to appear post election results. During this phase, analysts are bullish on select stocks from different sectors, a number of the stocks on which analysts are bullish are essentially leaders of their sector.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". This predefined screener is only available to ET Prime users.
Campus Activewear shares rally 13% after Q4 results. Should you buy, sell or hold?
The company also posted a 4.6% YoY increase in revenue at Rs 363.9 crore while the EBITDA rose by 16% at Rs 66.4 crore vs Rs 57.1 crore in the fourth quarter last year.
These largecaps have ‘strong buy’ & ‘buy’ recos and upside potential of more than 20%
The way markets have panned out in the last few sessions, it appears that bulls are waiting for a confirmation on 4th of June and then they will take over control of the street. But because valuations are high, one has to be cautious, while being bullish. Also as a thumb rule, one should remember that corrections and consolidation are part of every bull market. We will continue to see them at regular levels. 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.
Nifty Outlook: Expert predicts consolidation, suggests profit booking & sectoral rotation
Financial expert Osho Krishan discusses the current state of the Nifty index and provides insights into market movements and sectoral trends. He says the Nifty is experiencing a rising channel pattern and suggests that investors consider booking profits around the 23,080 to 23,160 levels. Krishan also emphasizes the importance of trailing stop losses and utilizing dips to accumulate long positions. He predicted sectoral rotation, with IT stocks gaining traction.
Confident of delivering 20% plus value growth for coming year: Ramanpreet Sohi, Honasa Consumer
We have delivered 7% EBITDA for the year and we are looking at about 150 bps expansion into next year.Now, of course out of this, two-third of this will be driven by marketing A&P efficiencies. I think one thing that everyone needs to understand is that we are building a house of brands.
Honasa shares surge 7% after reporting Rs 30 crore profit in Q4. Should you buy, sell or hold?
Honasa Consumer, the parent company of Mamaearth, saw its shares surge by 7% during Friday's trading session on the BSE, reaching a peak of Rs 447.70. This increase followed the announcement of a net profit of Rs 30.4 crore for the quarter ending March 2024, a significant improvement compared to the Rs 161.7 crore loss reported in the same quarter last year.
Government rescues 360 Indians forced into committing cyber fraud
Union home ministry and MEA rescued 360 Indians from Cambodia involved in cyber scams, with I4C CEO Rajesh Kumar noting a rise in cybercrime incidents originating from Southeast Asia.
Net financial savings rose to 6% in FY24: Goldman Sachs
The global investment bank’s research unit noted that gross financial savings are expected to outpace the increase in household financial liabilities in FY24.
Sparking FIRE: How StockGro’s #BFF campaign demystifies the fundamentals of financial freedom and early retirement
Financial freedom is about pursuing passions without financial burdens, intersecting with the FIRE movement for early retirement like FIRERachita. StockGro's #BFF campaign drives financial awareness in India, empowering individuals to achieve financial independence through smart investing and a beginner-friendly platform.
Explained: Why Cognizant changed its logo on online media channels in India
Cognizant updated its logo on social media to 'Innovate', removed it from the India website, and faced a logo trademark dispute with Atyati Technologies. The firm also introduced the Bluebolt program, yielding significant cost savings and experiencing a reduction in global employee count.
Financial credit a challenge for almost half of women entrepreneurs in MSMEs: report
A ‘Bharat Women Aspiration Index Report’ by Tide India reveals a critical gap: 95% of surveyed women lack awareness of government schemes that could help finance their businesses, forcing them to rely on informal lenders.
CAMS share price jumps over 5% on RBI nod to operate as online payment aggregator
CAMS got an in-principle authorisation from RBI back in February 2023, the company said, adding that the certificate of authorisation bearing No 183/2024 was received on April 10, 2024 by the company.
New loan channels, AAA upgrade to fire up Can Fin Homes
The lender is likely to report a higher growth of 15-16% in the assets under management (AUM) for FY25 from around 12-13% currently. Addition of new distribution channels including developer tie-ups is expected to improve loan demand.
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