INDIAN STOCK VALUATION

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

​​Retail investors are now viewing AI as a promising investment frontier, with significant potential for gains by investing in leading companies in this field. Nvidia, a maker of AI chips, has seen its stock surge threefold in the past year, making ...

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 ...

Every now and then the nifty keeps witnessing volatile movement, the difference this week was amidst all the intraday volatility because the bias of volatility has changed, nifty was able to touch a new high. Also because market breadth was positive...

Hyundai Motor India Ltd. plans a significant share sale, potentially valuing its Indian unit at $25 billion. Analysts believe this could elevate the nation's auto sector valuations further.

While India’s market capitalization to GDP ratio is at an all-time high level, valuations are not at an all-time high, Dalal Street’s veteran stock picker Nilesh Shah said at AIF & PMS Conclave 2.0 on Wednesday.

Populist policies will likely take precedence to secure victory in a coalition setup. Key cabinet portfolios, particularly those related to finance, defence, and infrastructure, will be closely monitored.

Mid-cap and small-cap indices in 2024 have seen a remarkable surge, with 20 stocks driving 50% of each index's rally, as per reports. The top contributors include PSUs, financial services, and energy companies.

Oyo fundraise: Hospitality startup Oyo is raising around Rs 1,000 crore from family offices and investors. The fundraise aims to value Oyo at about $2.5 billion, marking a significant decrease from its peak valuation of $9 billion in 2021. Oyo is sl...

We believe that government support, coupled with a favorable monsoon, will lead to an increase in rural consumption, making it a theme we favor.

While the 4 June crash eroded investor wealth, it may have eased stretched valuations. Experts believe the BJP-NDA government’s economic agenda will largely remain unchanged, though some priorities will be adjusted. Even before the election-induced ...

Foreign portfolio investors were as unenthusiastic in June so far, as they were in April and May when they offloaded shares worth Rs 38,158 crore. Domestic institutional investors, however, continued to repose their faith in D-Street and remained on...

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.

We need to look forward to the next big critical event which is budget and I believe that that will set the tone for what India needs to do for the next 5-10 years and I believe that you are likely to see a reasonable level of indirect reforms.

PSU bank stocks have soared during Modi's second term, with Indian Overseas Bank leading at 472% returns. Despite this, they trade at a discount, making them potential outperformers. CLSA identifies SBI, Canara Bank, and Bank of Baroda as Modi stock...

​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.

Emkay Investment Managers predicts a 7% rise in India's Nifty 50 stock index by year-end, emphasizing valuations, sector preferences, and market reactions to election outcomes.

Arun Chulani, Co-Founder of First Water Capital, discusses the fund's impressive performance, achieving over 90% growth in the last year and 40% CAGR in 3 years. The fund has consistently ranked no.1 on BarclayHedge's Top 10 equity funds. he says: "...

FIIs have sold Indian stocks worth Rs 37,700 cr since the Lok Sabha elections began on April 19, causing nervousness on Dalal Street. India VIX has increased by 67%. In contrast, DIIs have spent Rs 60,000 cr, holding strong amidst market volatility.