MARKETSMITH INDIA
Cannot avoid market momentum but be a little more selective: Mayuresh Joshi
The entire ecosystem will see accelerated investments and the government push through regarding the capex needs. Also, railways as a theme, defence as a theme, and shipbuilders as a theme will continue. Execution is going to be extremely important out here, says Mayuresh Joshi. He further says the earnings story and earnings growth should continue to remain strong in select domestic-focused sectors
How will FMCG, IT and realty sector perform going ahead? Mayuresh Joshi answers
Our own take at Marketsmith India is that the reform processes which have continued for 10 years, there would not be any significant change in terms of capital allocation for a whole host of schemes that the Modi government has embarked upon. Infra development and infra allocations are expected to double over the next five years.
What should investors do with defence stocks? Mayuresh Joshi answers
However, I think for markets with India perspective we are very-very light right now, we still like to see over the next couple of days of what transpires on the political front and therefore the initiatives that will be taken over the next few days and specifically in the budget in terms of allocations are going to be extremely critical.
Hold Sun Pharma and Dr Reddy's; buy Natco on dips among pharma stocks: Mayuresh Joshi
Mayuresh Joshi shares insights on pharma and telecom sectors, focusing on key players like Sun Pharma, Dr Reddy's, Bharti Hexacom, and Exide. The discussion also includes Vodafone's FPO and the potential of Li-Ion battery makers.
TCS Q4 show trumps D-Street expectations: 5 takeaways from the earnings
TCS Q4 Results: The company's order book for FY24 was at an all-time high of $42.7 billion and record $13.2 billion in the March quarter, led by the mega deal with Aviva and others in the emerging markets vertical.
Mayuresh Joshi on why TCS stock deserves to be rerated
Market expert Joshi praises TCS's outstanding financial performance, expecting a stock re-rating. Anticipates positive sector impact and growth in BFSI, energy, manufacturing, life sciences, and healthcare industries based on TCS's stellar results.
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PSU banks offer better risk reward within entire PSU theme: Mayuresh Joshi
MarketSmith's Mayuresh Joshi sees potential in PSU banks like Bank of Maharashtra, Bank of Baroda, and State Bank due to NIM expansion and strong capital adequacy. He also advises focusing on ancillary stocks in the real estate sector for growth opportunities. Joshi points out that corporate earnings have held up pretty well. Corporate leverage is probably at the lowest level.
Cement and road construction companies to stay on our watchlist: Mayuresh Joshi
"Domestic steel companies like JSW Steel are expected to continue performing well due to the recovery in prices on the London Metal Exchange (LME) and the expected increase in demand from China in the next financial year. The steel industry is cyclical, but with infrastructure spending expected from the government and the growth in realizations for ferrous players, these companies can benefit. Cement and road construction companies, such as UltraTech and Dalmia Bharat, are also worth watching due to their strong earnings growth potential."
Up to 250% return! Mutual funds hit jackpot with these 5 multibagger smallcap stocks
Boasting at least 33% return this year, Mahindra Manulife Small Cap Fund, Franklin India Smaller Cos Fund, Bandhan Emerging Businesses Fund, Union Small Cap Fund and Nippon India Small Cap Fund top the list of best-performing funds.
Tata Motors DVR among 6 stocks that are near the buy point. Take a look
MarketSmith has a positive view on six stocks that it believes are near the buy point. These stocks include Tata Motors DVR, Triveni Turbine, and MRF. Take a look
How will Infosys stock fare this fiscal vis-à-vis its peers? Mayuresh Joshi answers
So, yes, I think Infosys had delivered a bad set last quarter. I think that trend probably continues which is very-very unique compared to the other IT companies at this juncture.
American stock broker and entrepreneur William J O'Neil passes away at 90
William O'Neil, founder of William O'Neil & Co. and Investor's Business Daily, passed away at 90. O'Neil was known for being the youngest person to buy a seat at the New York Stock Exchange, launching a mutual fund that achieved a 115% return in 1967, and creating data collection centers, research centers, and advisory firms for global markets. He wrote several books on investing in the stock market, including ‘How To Make Money In Stocks: A Winning System In Good Times Or Bad', which has sold over 4 million copies worldwide.
Why capital goods can be a viable theme for equity investors
With an exception of the last two trading sessions on Monday and Tuesday, the frontline indices witnessed a winning streak for nine consecutive sessions. "Markets have rebounded smartly in the month of April as timely intervention by governments and central banks globally have averted the banking crisis in the US and EU," Jeloka said.
In tumultuous FY23 for Nifty bulls, stocks from these sectors turned wealth churners
"One word that describes our economy and equity market for FY23 is ‘resilience’. We were able to face the tough situation with minimal damage. India’s robust macroeconomic position is a result of multi-year structural policy reforms that enabled growth and high government expenditure in the budget over the last few years," the MarketSmith India report said.
Follow-through day and its importance in tracking market trend
We changed the market status to a Rally Attempt (on June 21) as the Nifty50 managed to stay above its day one low for two consecutive sessions. On July 18, the index closed 1.43% higher on volume higher than the previous session.
William O’Neil bets on algos to deepen India play
Birch said the service will be ready to be rolled out within a few months.
Bouquets & brickbats: D-Street, India Inc react to RBI rate hike
Here's how Dalal Street experts and India Inc's captains reacted to the RBI rate hike.
Tycoons set to remake India Steel as $26 billion battle heats up
Indian producers added leverage to fund expansion plans when the economy was growing at a much faster clip.
Banks squeeze India firms harder in $207 billion bad loan fight
Banks are asking for collateral that may amount to 1.5 times the value of the debt on new loans and are insisting on contracts that allow loans to be turned to equity.
View: Nifty could head to 9,990 in short term
The next target for Nifty is seen at 10,450 and above this, market will trade around 10,650 levels.
Tech view: A close above 9,980 may take Nifty to 10,050
On the down side, 9,700 is likely to act as strong support level for any corrective action.
Insurers seek to ride a D-Street rally, rush to IPO mart
At least four Indian insurers are aiming to price stock offerings by the end of 2017.
How closely are the rupee and stock market movements correlated?
The data of the past 10 years shows that both the Sensex and the rupee movements share a strong positive correlation.
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