INVESTMENT GRADE
Don't be afraid to be bullish, just a bit of hard work and a pinch of patience: 4 smallcap stocks for long term investors
Given how nifty and sensex are moving and market breadth is panning out, it is very likely that we are soon going to enter a phase, where the desire to own small caps would come in the category of “highest”. Another side of the story, when that happens, what will get ignored is that “risks” are also at the highest when bulls are controlling the small cap segment. For all those who still want to take exposure to them, in such times, it would be better to be cautious in selecting the stocks, better to go with buying in smaller quantities and buy stocks where the underlying business has good macro fundamentals. Refinitiv’s Stock Report Plus which lists stocks with high upside potential over the next 12 months, having an average recommendation rating of “buy” or "strong buy".
Don't be afraid to be bullish, just a bit of hard work and a pinch of patience: 4 smallcap stocks for long term investors
Given how nifty and sensex are moving and market breadth is panning out, it is very likely that we are soon going to enter a phase, where the desire to own small caps would come in the category of “highest”. Another side of the story, when that happens, what will get ignored is that “risks” are also at the highest when bulls are controlling the small cap segment. For all those who still want to take exposure to them, in such times, it would be better to be cautious in selecting the stocks, better to go with buying in smaller quantities and buy stocks where the underlying business has good macro fundamentals. Refinitiv’s Stock Report Plus which lists stocks with high upside potential over the next 12 months, having an average recommendation rating of “buy” or "strong buy".
Investing in commercial real estate: How to earn attractive regular income by investing in commercial real estate via fractional ownership platform
As fractional ownership gains traction and becomes increasingly popular, retail investors must run a few checks before investing in CRE assets via this route. Here are some factors that one must consider.
Smallcaps: Narrative might go against them, but if chosen with right filters, don't bother, 5 stocks from different sectors with long term perspective
When investing in stock markets, it’s crucial to make the distinction between high-quality and poor-quality businesses across the small, mid, and large-cap spectrums, as well as the difference between the intrinsic value of a stock and the overall value of the company. Certain niche small businesses may still generate significant returns over time if they are held long enough. On the other hand, if one's approach to small-cap investments is merely based on the absolute value of a stock with hopes of a tenfold increase, then it's a misconception. Stock market investing, whether in small, mid, or large caps, should not be driven by unrealistic expectations; otherwise, it leads to nothing but undue stress, rather than substantial returns.
T20 World Cup: Cricket fever in the US is low-grade at best
Cricket, the world's second most popular sport, is making a play for America's attention with the International Cricket Council Men's T20 World Cup, held on American soil for the first time. Despite the in-person crowds, few American sports fans are paying attention to the sport. Cricket has been played in America since the early 18th century, but its gentlemanly pace and association with foreign powers have hindered its growth.
India’s Grade A warehousing supply to top 300 million sq ft by 2025
India's warehousing sector is expected to surpass 300 million sq ft by 2025, fueled by rapid industrial growth and a thriving real estate market. Pune and NCR lead in Grade A warehousing demand, while MMR saw a significant supply increase. Policy support and favorable economic conditions are attracting investments in the sector.
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Smallcaps: Don't be afraid of narrative against them, but surely check critical points: 5 stock from different sectors for long-term investors
Soon after election results, there was and probably still there is chatter on the street that small caps are not going to see the same kind of performance as they have seen in the last two years. Can anyone argue against a broad based statement ? Probably, No. But then expecting a small cap rally all the time is also incorrect. There are more than 2000 small caps stocks, a handful are actually worth looking at and even fewer worth having in a portfolio. If one is able to get the right of the small cap stock then the returns are extremely high, but at the same time, risk of getting it wrong and capital erosion is ever present. At times when one cannot rule our phases of volatility, for investors looking for small caps, some rules need to be followed to avoid wrong decisions of buying in haste or selling in panic.
Adani stocks, overseas bonds battered by rout
Adani Group's offshore bonds dropped 1-2 points post Modi government's failure to secure a predicted victory as per exit polls.
Adani Group offshore bonds fall as Modi govt misses predicted majority
The political development led to a sharp decline in Adani Group companies' stock prices as well, which fell by 20% due to the poor performance of the BJP.
Not so well known stakeholders of EV ecosystem: 8 stocks that don't come instinctively, 3 with an upside potential of more than 18%
We also have a whole list, but we have separated the eight companies, just because these companies are not the names which one would instinctively think about and probably they may have more to go as they form this index.
Investor flows into corporate bonds on longest streak since 2019, says BofA
Global investors poured $3.6 billion into investment grade corporate bond funds in the week to Wednesday, Bank of America said on Friday, in the 31st straight week of inflows, the longest streak since 2019.
Upgrade of India's rating outlook reflects solid growth, promising outlook: Nirmala Sitharaman
Finance Minister Nirmala Sitharaman praised S&P's upgrade of India's rating outlook to positive, citing solid growth and a promising future. She highlighted India's trajectory towards becoming the third-largest economy and achieving Viksit Bharat by 2047. S&P's first positive outlook for India, while retaining the 'BBB-' investment grade, reflects successful macroeconomic reforms since 2014, substantial capital expenditure, fiscal discipline, and visionary leadership. Sitharaman shared these comments in a post on X, emphasizing the significance of this development for India's economic prospects.
S&P raises outlook for India to positive, affirms rating at BBB-
S&P upgraded India's economic outlook to 'positive' from 'stable', affirming its 'BBB-' rating, the lowest investment grade. Despite elevated fiscal deficit, S&P cited robust growth and fiscal consolidation efforts. India's infrastructure spending and reform continuity bolster growth prospects. Ratings influence borrowing costs, crucial for investors assessing creditworthiness
Will finally all the hard work yield results in Modi 3.0? 7 fertilizer stocks with 4 having ‘buy’ reco and upside upside potential of up to 22%
Few months back when it was announced that the fertilizer subsidy bill was seen as lower than expected, the street reacted negatively. The assumption is that if the fertilizer subsidy is going to come down then it is bad for the sector. Now there is another way to look at it, a government which has been ensuring that agriculture gets the right amount of attention and doing the various policy pushes, then why is the overall projected subsidy bill down? Probably, it may be because the government is expecting that policy actions which it has taken over the years will yield results and some of the other non-financial efforts which it will take in the sector will help reduce the bill without having an adverse effect on any stakeholders. Now unlike other sectors like railways where putting more money or making few policy changes has helped the sector, fertilizer is a more complex sector and is bound to take more time for getting the house in order. But then who says that transition for good is painless.
Mumbai, Delhi-NCR, Bengaluru lead Small & Medium REIT investment prospects
India's fractional ownership property market is projected to grow over 10 times, exceeding $5 billion by 2030, driven by office assets suitable for Small and Medium REIT (SM REIT) investments. Mumbai and Delhi-NCR are top hotspots, with significant opportunities in tech markets. SM REITs offer investors professionally managed, rent-yielding assets.
Finally coming out of the woods? 6 mid and smallcap stocks from the much less talked paper industry
Remember a company called Ballarpur industry ltd or commonly known as ( BILT) from Thapar group. From being a blue chip and part of indices going through a corporate insolvency resolution process under IBC. There are some industries which at one point of time were considered to be safe haven. Best of the industrial houses used to run them and the street used to treat their stocks as blue chips. Then came a time, both due to dumping by China and other factors, that the whole sector went into dumps and just never recovered for decades; both in real business and also on the street. Now when an industry stays in deep trouble for a long time, there are some players who are able to survive. How do they do it? either by changing the way they operate in terms of management ability, by adding new products or any others. The paper industry has been facing multiple challenges, now after years of consolidation in which many players exited, there are few left and have achieved a scale. Numbers are reflecting it, when will the street start to have a look at then more kindly is the question.
Sebi moots relaxation in valuation norms for alternative investment fund
Capital markets regulator Sebi on Thursday proposed providing relaxation on the framework pertaining to valuation of investment portfolio of alternative investment fund (AIF).
India to get rating support if it uses RBI dividend to reduce fiscal deficit: S&P analyst
S&P Global Rating suggests India could improve its rating if it channels the record Rs 2.1 lakh crore dividend from the RBI to reduce fiscal deficit. The dividend, around 0.35% of GDP, could aid fiscal consolidation, potentially supporting a faster path to reducing the deficit and boosting India's creditworthiness.
India’s bond index entry not enough to lift rating, Moody’s says
Moody's Ratings credit officer highlights India's need for structural reforms to enhance fiscal metrics despite global bond index inclusion. JPMorgan, Bloomberg, and FTSE Russell to include India in indexes, projecting substantial inflows into the debt market.
Ready for re-rating in Modi 3.0? 7 fertilizer stocks with four having “buy” reco and upside potential of up to 47%
Sometimes, what might appear to be negative development might actually be a sign that the worst is behind the sector. Fertilizer as a sector, both in the business and valuation side has been under performer. The fact is that in the last nine, the government has been making changes in policies which brings this sector out of the clutches of high government subsidy and other age old issues plaguing the sector. Now unlike other sectors like railways where putting more money or making few policy changes has helped the sector, fertilizer is a more complex sector and is bound to take more time for getting the house in order. A balance has to be maintained so that while the operating matrix of the industry improves but at the same time, neither the supply should get disrupted, nor the prices of fertilizer should see a jump to the farmer. What needs to be watched is when companies show the impact of all that has been going on in the sector, sooner or a bit later. To be fair, everything has not been a smooth ride for these companies. But then who says that transition for good is painless.
Brookfield India REIT inks pact to acquire Bharti JV stake, funding through listed units
Brookfield India REIT acquires 50% stake in Bharti Enterprises' real estate joint venture in New Delhi, adding Grade A assets and increasing operating area by 16%. Ankur Gupta, Managing Partner at Brookfield, emphasizes the diverse portfolio.
India’s office leasing demand likely to cross 70 million sq ft in 2024
Demand for Grade A office space leasing in India is expected to exceed 70 million sq ft in 2024, driven by increased rentals and larger deals in key cities like Bengaluru, Pune, and Hyderabad, with contributions from the IT/ITeS and BFSI sectors, Noida, and co-working spaces.
Nexus Select leases 1.1 million sq ft retail space in FY24, records highest occupancy
Blackstone-backed Nexus Select Trust, India’s first listed retail REIT, achieved a record 97.6% occupancy in FY 2023-24. The trust is set to acquire three Hyderabad malls, financing through debt, aiming for asset portfolio growth.
Behind ghost shopping malls, a new consumer trend glimmers
Ghost shopping malls with a vacancy rate of 40% or higher in 2023 are on the rise, with a 59% year-on-year increase in top 8 metros, resulting in 13.3 million sqft of retail space remaining vacant. The loss in value amounts to $800 million. High-grade malls are thriving due to premiumisation and a focus on consumer experience, leading to larger store sizes and better shopping experiences. New factory outlet malls are also set to surge in India.
DRA Homes wins a bid for 1.06 acres in Chennai from the Rail Land Development Authority (RLDA)
DRA Homes signed a 99-year lease for a 1.06-acre plot in Egmore, Chennai, planning a Rs. 150 crores Grade-A office complex. Chennai's 2023 office market surged, with prominent companies acquiring IT office spaces.
Higher rated companies have larger proportion of women on board, says Moody's
Companies based in advanced economies reflect a correlation between board gender diversity and credit ratings, but those in emerging markets do not, it said. This study considered 24 companies rated Aaa, 146 companies rated Aa, 728 companies rated A, 1,165 companies rated Baa, 582 companies rated Ba, 394 companies rated B, 90 companies rated Caa and nine companies rated Ca.
RBI proposes stricter rules for housing finance companies
The Reserve Bank of India plans to tighten deposit mobilisation rules for housing finance companies like PNB Housing Finance and LIC Housing Finance to align them with other non-banking finance companies. HFCs without investment grade credit ratings will be barred from raising public deposits. The ceiling on public deposits for compliant HFCs will be reduced to 1.5 times net owned funds.
IndoSpace inks pact to invest Rs 2,000 crore in Tamil Nadu
IndoSpace, India's leading developer of industrial real estate, has signed a MoU with the government of Tamil Nadu to invest over Rs 2,000 crore. This investment will generate 15,000 new jobs and boost employment opportunities in the state. IndoSpace already has a land bank of 600 acres in the region and has developed and leased 13 million sq ft in Tamil Nadu.
SBI's proposed dollar-denominated bond issuance gets BBB- rating from S&P, Fitch
"S&P Global Ratings today assigned its 'BBB-' long-term issue rating to benchmark-sized notes that the London branch of State Bank of India (SBI) proposes to issue," the US-based agency said in a statement.
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