MARKET CYCLES
Explained: How will T+ 0 settlement change the way you trade
In another bold move for the Indian stock market, Sebi is finally introducing the same-day or T+0 trade settlement for a limited set of securities from March 28. This new initiative will be introduced for 25 stocks with a limited number of brokers. The T+0 settlement option will only be av...
Stock Markets: SEBI seeks to introduce optional T+0, instant settlement of trades, invites inputs
SEBI has solicited comments and inputs from stakeholders on introduction of the facility for clearing and settlement of funds and securities on T+0 and instant settlement cycle on optional basis in addition to the existing T+1 settlement cycle in second...
Fundamental Radar: Ashok Leyland aims for EBITDA margin to be in double digits in the near-term, says Sneha Poddar
“Ashok Leyland stock is the best investment choice in the CV growth cycle, as it has positioned itself to expand its revenue/profit pools. We expect revenue/ EBITDA/ PAT CAGR of 14%/38%/64% over FY23–25. We have a buy for a target of Rs...
India to become an important consumer market soon, but only if we have a virtuous circle in country: Piyush Goyal
Union Minister for Consumer Affairs and Public Distribution Piyush Goyal on Monday said that India will soon become an important consumer market but only by creating a virtuous circle in the country.India to become an important consumer ...
Mind over Money: How cycling keeps this research head mentally fit
"One needs to love what one does, and if you love trading, if you love investments, then you will be good at it. The same methodology applies for cycling," Siddarth Bhamre, Research Head at Religare Broking, said.Mind over Money: How cycling keeps this research head mentally fit
Will pandemic only be a short-term disruption? Billionaire Sam Zell explains
Don't think we will slip into depression, says the Founder & Chairman of Equity Group Investments. Will pandemic only be a short-term disruption? Billionaire Sam Zell explains
Long Road to Recovery: How to trade in negative market cycle
Post July 5 Union Budget, Nifty has seen its biggest one-day fall since 2016. While some analysts say a bounce-back is imminent, Chandan Taparia of Motilal Oswal Securities says Nifty50 needs to hold above 11,000 to extend its bounce towards the next hurdle at 11,100. Be that as it may, he
Capex cycle expected to revive around September quarter: Samit Vartak, SageOne Investment Advisors
India should get back to the earnings growth. Focus on earnings, the category leaders and valuation should work out in our favour, says Samit Vartak, founding partner and Chief Investment Officer, SageOne Investment Advisors in an interview with ETNOW.
Earnings cycle will probably run a little ahead of what market expects: Taher Badshah, Invesco
If we were to move from 5% odd GDP growth to even 5.5% or 6% in the course of the next few quarters, the markets will heave a sigh of relief, says Taher Badshah, CIO-Equities, Invesco Mutual Fund in an interview with ETNOW.Earnings cycle will probably run
Chris Wood: Indian markets to rally if capex cycle resumes
In an interview with ET Now, Chris Wood, Equity Strategist, CLSA, says he owns three spaces in India private sector banks, affordable housing plays and residential real estate consolidation plays.Chris Wood: Indian markets to rally if capex cycle resumes
We are in the middle of the metal cycle: Nischal Maheshwari, Edelweiss Securities
Nischal Maheshwari, Head-Institutional Equities, Edelweiss Securities, talks to ET Now about how one should look at Yes Bank and the NBFCs after correction and his top bets in metal stocks. We are in the middle of the metal cycle: Nischal Maheshwari, Edelweiss Securiti
'Need earning support and global market stability'
Hemang Jani, Senior VP of Sharekhan spoke about the current market status and stated that markets may see a pull back rally of about 5-10% lead by the banking stocks but otherwise the markets will remain range bound. Check out the video for more information.'Need earning support and global market st
Correction is healthy for market: Birla Sun Life
Sashi Krishnan, Chief Investment Officer, Birla Sun Life Insurance says that correction is a healthy sign for the markets and the process of investment cycle revival has started. Talking of the investment strategy, Sashi suggested that the buyers should focus on long-term investment in this scenario.C
'US economy still leads global trade cycle'
William Hobbs of Barclays, VP Research of economics and strategy, spoke to ET Now stated that Fed has this time too found another reason not to raise interest rates and undoubtedly US economy still leads the global trade cycle. Check out the video for more information.'US economy still leads global trade c
Pick up in capex cycle in India nowhere in sight: Ambit Cap
In a chat with ET Now, Saurabh Mukherjea, Ambit Capital talks about the current market rally and future of Capex in India.Pick up in capex cycle in India nowhere in sight: Ambit Cap
‘Markets running ahead of ground reality’
Kotak Institutional Equities is of the view that pick up of investment cycle has been quite muted so far and the current rally is based on expectations of economic growth picking up. It also believes that it will be very difficult for the government to push through crucial reforms as it lacks the numbers in
Capex cycle may take 2-3 years for a turnaround: Pashupati Advani
Market expert Pashupati Advani says that it may take around 2-3 years for a turnaround of the capex cycle and that’s when money starts coming in India. As far as market investments are concerned, Advani suggests to invest in large cap construction companies.Capex cycle may take 2-3 ye
'Believe Indian economy is at the bottom of the cycle'
Weakness in EM currencies favoured IT & pharma sectors, says Geoffrey Wong, MD, HD-Global Ems & APac Equities, UBS. He further continues that he auto sector in India continues to look interesting and he will not change portfolio strategy based on poll outcome.'Believe Indian economy is a
See 8,600 as the year-end target for Nifty: UBS
In a chat with ET Now, Anant Shirgaonkar, Head-India Equities, UBS Securities, shares his views on earnings cycle, various sectors and the Indian markets' outlook by the year-end. Here's the excerpts.See 8,600 as the year-end target for Nifty: UBS
Modest pick-up in capex on its way: Experts
Market experts are of the view that a modest pick-up in capex is currently on its way. Experts are also of the view that there are several macro factors indicative of the fact that capex cycle has begun to lift.Modest pick-up in capex on its way: Experts
'Revival in investment cycle will take time'
Vijai Mantri, MD & CEO, Pramerica MF said that markets will be driven higher if a decisive government comes to the power. He also said that revival in investment cycle will take a few more quarters.'Revival in investment cycle will take time'
See moderate returns over next 1-year for mkts: IL&FS
Hopes of reform cycle progressing are strong and see moderate returns over next one year for markets says Vibhav Kapoor, IL&FS.See moderate returns over next 1-year for mkts: IL&FS
Ambit Capital on ‘good and clean’ portfolio
Have become more circumspect about the economic cycle and pulling back on cyclical and More focused on pharma, FMCG, IT space says Saurabh Mukherjea, Ambit Capital.Ambit Capital on ‘good and clean’ portfolio
See investment cycle picking up in near-term: CARE
DR Dogra, MD & CEO, CARE Rating said that market sentiment has improved on new government in power. He also sees investment cycle picking up in the near-term.See investment cycle picking up in near-term: CARE
Markets eye revival of investment cycle: Axis Capital
Markets eye revival of investment cycle: Axis Capital
Expect interest rate cycle to reverse in H2 FY15: Axis Cap
Interest rates are expected to remain stable for next 6 months and expect interest rate cycle to reverse in H2 FY15 says Nilesh Shah, CEO, Axis Capital.Expect interest rate cycle to reverse in H2 FY15: Axis Cap
Good time for govt to revive investment cycle: Nilesh Shah
Market expert Nilesh Shah feels that it's good time for government to revive the investment cycle.Good time for govt to revive investment cycle: Nilesh Shah
Mkt cycle has bottomed, good time to invest: Axis Capital
Mkt cycle has bottomed, good time to invest: Axis Capital
Slowing investment cycle more worrying for India: CLSA
Slowing investment cycle more worrying for India: CLSA
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