MARKET POSITION

Sebi's MTF framework mandates collateralising existing shares. Kotak Securities cautions investors on MTF investments amidst surging margin funding in anticipation of Modi 3.0 budget.

Market confuses with record FII long-short ratio surge, hinting at shifting dynamics post-election. Chandan Taparia notes unusual stability despite ratio near 5, credits India's growing equity culture for market surge.

Kotak Mahindra Bank managed funds for Adani stock trades, leading to significant profits. Despite ET queries, the bank mentioned transactions were made on a principal basis. Kingdon transferred funds for short positions on Adani stocks, resulting in...

Sebi has enhanced derivatives market criteria to ensure robust regulation and investor protection. Changes include higher thresholds and evaluation frameworks for stock entry and exit, promoting market vibrancy and stability. These upgrades may lead...

The Future & Options contracts of any stock enter a ban period when its open interest (OI) exceeds 95% of the market-wide position limits (MWPL). The ban is lifted only when the open interest falls below 80% of MWPL

Navigating through diverse commodities, my investment strategy adapted to changing market conditions. From crude oil to natural gas, I observed shifts in positions and prices, reflecting resilience and caution. The market's response to OPEC+ reassur...

On Thursday, the stock markets ended with slight gains after trading positively throughout the day, supported by robust Foreign Institutional Investor (FII) activity and favorable macroeconomic conditions.

Domestic markets continued to reach new record highs, building on gains made since the election results. "The market is also benefiting from positive trends in global markets, particularly in the US as it progresses steadily towards the presidential...

Quess Corp's demerger process, led by chairman Ajit Isaac, aims to unlock value at India's largest third-party staffing supplier. The company plans to file an application with the NCLT and has seen a 44% stock rally in the past year.

​So, once the tractor volume starts picking up, we will see further upside in M&M. The company has done fantastic early well as far as the SUV business is concerned. They have done well in other smaller segments as well, including farm equipments. B...

Amidst new U.S. sanctions on Russia, the rouble plummeted to a three-week low against the dollar on the interbank market, triggering speculative positions by some banks before the official bidding commenced, with the dollar reaching a low of 91.4955.

I think EPC companies can potentially do well because it is all about the order book that they will start getting in. With the new government formation in, you will see infrastructure activity particularly road building kind of activities start pick...

​The negative obviously is what the media has been discussing and debating, which is that it is never too easy to run a coalition government. There will be pulls and pressures from different parties. We will see how it plays out. The nucleus, which ...

​As of now, I think it is just settling down. Yes, it is a coalition cabinet as was the last one. And yes, in this one, the allies will have some more representation, but it remains continuity for the most part, continuity and the BJP stamp on it is...

Ideally, they should not be able to because like you rightly said, it is more commoditised. In fact, you look at the reason why did HDFC merge into HDFC Bank, because they realised that the margins are going to get squeezed and if they do not have a...

Consumer stocks are under-owned at this point of time. They have not given any returns for the last four-five years, leave aside something like a Godrej Consumer or a Tata Consumer which have been outliers and some stocks like Titan and all which ha...

Well, what looks to essentially be the go-to market strategy, if I may use those words, would essentially to look at the defensives. Sectors which have had an extended period of underperformance, which is FMCG, rural plays, IT, pharma, these will em...

In some areas we were taking some profits. Defence was one of them. And we were adding to some of our other holdings, some in hospitals, healthcare broadly defined. Sanjiv mentioned a good point about IT services. There has not been a broad-based re...

​I do believe that there is going to be continuity to this rally as well and a possibility of add up of about 1000 points on the Nifty is quite possible.