LONG TERM DEALS
Repurpose FOMO for long term investing: 5 midcap stocks from different sectors with upside potential of up to 32%
Few months back when the nifty was forming a new high there was an event risk in terms of election results and valuations were high. Now once again nifty and other indices are forming new highs. While the event risk is over the valuation risk is still present. One should not be afraid of admitting the fact, as the indices move upward, the desire to participate is going to increase as the fear of missing out (FOMO) is bound to play out. So while being bullish, be more cautious and be more agile when it comes to taking decisions. It would be better that while looking at growth stocks one also focuses on reducing the risk by taking a hard look at some numbers which are critical indicators.
Anil Agarwal likely pares Vedanta stake in large block deal, shares drop 6%
The promoters of Vedanta have reportedly sold 17.1 crore shares of the company and the transaction value is estimated to be around Rs 7,000-8,0000 crore. The official buyers and sellers of the transaction are not yet known.
Short-term headwind, long-term opportunities for investors: 4 small finance banks with upside potential of up to 35%
The increase in credit costs has been an issue which has been bothering banks, some more, some less. Even the chairman of India’s largest bank had to come out and give a statement regarding it. However the question arises when these headwinds which are periodic in nature and part of the business cycle hits any sector what should be done. Should one move out of the sector? Should one continue to stay invested or should one buy more of the stock of that sector. The answer is dependent on one simple factor which is how large is the opportunity which that sector has. If the answer is that the opportunity is very large, then probably, it is the second and third option which one may look at. Probably in case of small finance banks, which are today reeling under the pressure due to guidance by one bank fit the bill. These banks are no stranger to dealing with challenges since the time they were born. Challenges thrown by regulatory tightening and economic cycles.
Income tax saving: Sold land, house or jewellery? Know how indexation benefit can help you lower your long-term capital gains
Capital gains taxation: You can save your net capital gains tax outgo by using indexation benefits allowed by income tax laws. File ITR now and pay a lower amount of capital gains tax. However do note only long term capital gains are eligible for indexation. Short term capital gains are not eligible for indexation.
How to build a multi-asset portfolio using ETFs
A carefully determined asset allocation can be used to construct a portfolio across asset classes and rebalance the portfolio from time to time. Exchange traded funds (ETF) can come in handy for this purpose.
What are the security deals Ukraine is signing with allies?
Ukrainian President Volodymyr Zelenskiy will sign bilateral security agreements with the United States and Japan at the G7 Summit in Italy, finalizing similar deals with all G7 nations. These agreements, following a joint G7 declaration in July last year, ensure long-term security aid, including military support, intelligence-sharing, and cyber defense. While they aim to strengthen Ukraine's defense amidst its ongoing war with Russia, they are not substitutes for NATO membership, which remains Ukraine's strategic goal. The agreements build on prior commitments, emphasizing immediate aid in case of further Russian aggression.
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Premiumisation & long haul two best bets for IndiGo: Jinesh Joshi
What I feel is that if you look at the domestic markets, Indigo's market share is anywhere at about 60% odd and they would have had to innovate to kind of expand a bit more. So, premiumisation and long haul I think these are the two best bets for them. So, I think they are on the right path.
India eyes oil deals with nations including Russia, minister says
Indian Oil Minister Hardeep Singh Puri announced Bharat Petroleum Corp's plan to build a new refinery. The nation aims to sign more oil import deals with countries, including Russia, at discounted rates. Prime Minister Narendra Modi seeks to provide energy at affordable rates to cushion customers from volatile oil markets.
We continue to remain positive on Indian equities: Prashant Jain
I would continue to be positive on Indian equities. And see, please appreciate what happened yesterday. If something moves up 10%, 12%, and it is pricing in a lot of expectations. After all, what changed in a single day yesterday? Nothing.
Sweden, Norway ink long-term security deals with Ukraine
Zelenskyy visited Stockholm as Western nations discuss whether to let Kyiv use weapons provided by them to strike targets inside Russia. The security deals with Sweden and Norway bring to 15 the number of agreements Kyiv has signed with Western nations.
Indian IT sees deal tenures shrinking in rich neighbourhoods
At least two companies – HCLTech and Birlasoft – have gone on record to say that from the usual 10-12 year deals earlier, long-term arrangements are now ending in four years. Earlier, the tenures ranged between 10-12 years.
NPS investment: Why exit barrier is the biggest positive feature of the NPS, explains Sriram Iyer of HDFC Pension
Many individuals have concerns that their money will get stuck in the NPS till retirement. That’s not necessarily a bad thing because the money is at the right place. Investment returns can be enormous if held for the long term, Sriram Iyer tells ET Wealth.
India has a rare request for Reliance & state refiners on Russia oil deal
India has urged state-run oil refiners and Reliance Industries Ltd. to negotiate a long-term supply deal with Russia to shield the economy from volatile prices. While the government wants collaboration, Reliance's reluctance to share sensitive information poses a challenge. India seeks discounted oil amid tighter US sanctions.
Jaishankar praises role of late Iranian President & FM in securing long term deal to manage Chabahar Port
India will observe a one-day mourning on Tuesday, for Raisi who died in a tragic helicopter crash. According to a government statement, the national flag will be flown at half-mast throughout India on all buildings where the national flag is flown regularly and there will be no official entertainment on the day.
"For everyone's benefit, don't think people should take a narrow view of it": EAM Jaishankar responds to US' sanction warning on Chabahar Port deal
Chabahar Port Deal: EAM S Jaishankar stresses regional benefits of India-Iran Chabahar Port deal despite US sanctions warning at his book launch "Why Bharat Matters" in Kolkata. US State Department's Vedant Patel warns of potential sanctions for deals with Tehran. India has signed Long-Term Bilateral Agreement with Iran for Shahid-Behesti port operation.
India expects long-term arrangement with Iran on Chabahar port: Foreign Minister S Jaishankar
India is poised to establish a "long-term arrangement" with Iran regarding the management of the Chabahar port, according to External Affairs Minister S. Jaishankar. This move, occurring amidst a busy election season, is seen as a significant geopolitical initiative aimed at enhancing regional connectivity. The port development in Chabahar is crucial for India's plans to facilitate trade with Afghanistan and Central Asian countries while bypassing Pakistan's ports.
Will short-term headwinds impact long-term potential? 6 stocks from hospital sector with upside potential of up to 30%
After outperforming the market, stocks from the healthcare sector or what is more commonly called hospital sector have gone into consolidation mode. The consolidation has been prompted by the fact that voices have been raised about differential pricing in the services of the hospitals. The matter has reached the Supreme Court and will be heard. Given the fact that while medicine is a science but in real life as practice it has an element of art in it. For example, a hospital who has a renowned surgeon from any branch, be it cardio, neuro on its roll may charge up more for the same surgery as compared to others. While the moral debate is on one side, there is another side to the story. In a country like India, the healthcare infrastructure needs vast expansion and upgradation. To some extent the street is ruthless and does not have much moral obligation.
Muthoot Microfin looking to raise $50 million in ECB
Muthoot Microfin, headquartered in Ernakulam and part of the Muthoot Pappachan group, aims to secure $50 million through external commercial borrowing (ECB) to diversify its funding sources and extend liability duration. The CEO anticipates a syndicated deal at a lower cost than the current average cost of funds.
Tackling volatility, qualitative & quantitative way: 4 small cap stocks with long term perspective
The way the market slipped on Friday, probably is another reminder that even the best of the bull market corrections are going to come. The problem with the corrective move is that if it sustains for longer, it is the small caps stocks which come under more pressure and shed an inordinate amount of weight. There is a technical reason for this, the liquidity in small caps stocks is lower as compared to large and midcaps. So, whenever there is a selling in this segment, the impact cost is always higher. But the other fact is that if one is able to hold on small at the time when correction is taking place, probability of more than normal return is also higher. But the question is how does one develop the ability to hold onto stocks when the narrative which is being governed by price action becomes so negative. The solution lies in combining a couple of things, which include qualitative and quantitative measure and last but not least ability to ignore noise.
Mynavi buys majority stake in Awign
Mynavi Corp acquires majority stake in Awign, leading to exit of early backers. Awign aims for long-term growth, focusing on scaling operations, expanding globally, and enhancing digital infrastructure with the partnership.
Infosys sustains deal wins, near-term outlook hazy
Infosys disappointed in FY24 with slow revenue growth, weak guidance, and shrinking headcount. Despite TCV of new deals, the company faces pressure. Stock weakness expected due to lackluster guidance and margin contraction.
How increasing earning and wealth have made personal financial decisions truly 'personal'
In the new world of wide economic opportunity, we are more equals than before. Anyone can become rich. But we have not made that transition. We remain somewhat feudalistic in orientation, hero-worshipping at heart, and accept entitled behaviours without much protest. This translates into negative outcomes with respect to money.
Finland, Ukraine sign 10-year security agreement
Finnish President Alexander Stubb visited Ukraine and signed a ten-year agreement on security cooperation and long-term support with Ukrainian President Volodymyr Zelenskiy. The agreement includes political support, backing for Ukraine's defense and security, and support for Ukrainian reforms and reconstruction. Stubb's office emphasized Finland's long-term commitment to supporting Ukraine. Additionally, Finland pledged to send another package of defense materials valued at around 188 million euros, bringing the total Finnish contribution since 2022 to around 2 billion euros.
Avoid ‘get-rich-quick’ approach and be a long-term investor
In recent years, the means or channels to reach investors have increased. Investors who are overpowered by greed fall prey to shenanigans that offer them the lure of assured returns.
India keen on trade deals with Britain, Oman early in Modi's probable third term, sources say
Indian Prime Minister Narendra Modi plans to prioritize finalizing free trade agreements with Britain and Oman in the first 100 days of his potential new term, as per government sources. Talks with both nations are at advanced stages, aiming to boost India's integration into global trade.
An emerging headwind may provide opportunity for long-term investor; 5 Logistics companies with an upside potential of up to 35%
When it comes to investing based on sectoral trends, it is important to keep eyes both on the tailwinds and headwinds. Why headwinds, because they sometimes end up providing opportunities for investors with long term perspective. Especially in times like today when bears are seen more often on the street. In the last two days there has been chatter that oil prices may further strengthen upward. While rising oil prices is a headache for the whole of the Indian economy, the fact is it has the highest co-relationship with a sector like logistics, where change at the pump level prices hit the margins very next day. Will the oil prices rise further in the months to come because if they are moving upward in the summer season where the demand is normally lower, then is it an indication that in winters things might even be higher? Whether the oil prices actually shoot up or not, it would become much later but one set of companies which will get impacted by narrative would be logistic companies. So, when the narrative makes them hit, should they be looked at with a long term investment perspective is the question which needs to be answered.
Volatility in market is different from volatile business: 5 large cap stocks with upside potential ranging from just 2% upto 46%
There cannot be any doubt about volatility on the street, both as reflected by advance decline ratio or the kind of movement we see in nifty and other sectoral indices, one day down another day up to third day to fall again. Amid the current market downturn, the key question arises: will this correction phase usher stocks from a state of overvaluation to being reasonably priced? Investors aiming to inject more funds into the market during this realignment should consider focusing on specific stocks that exhibit dual advantages. Firstly, identify stocks from sectors exhibiting robust performance, benefiting from sectoral growth. This means that their business is not volatile. Second, essential financial metrics such as Return on Equity (ROE), Return on Capital Employed (ROCE), and company debt levels should not be overlooked. Combining the two the sectoral tailwinds and individual companies fundamentals is a necessity in times of market correction.
Looking at dealing with long-term challenges: CDS Gen Chauhan on China
Gen Chauhan said a multi-agency, transnational, and inter-disciplinary effort is required to fight information warfare. He also spoke about the threat of grey zone warfares and cited examples of the situation in the South China Sea.
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