MONEY INVESTMENT IDEAS
What to buy with D-St at lifetime high? Keep good company, go for largecap stocks
Reflecting on past milestones like 50,000 and 75,000 reveals them as profitable buying opportunities, with investors earning double-digit returns even from earlier 'record high' levels. The recent 10,000-point increase from 70,000 to 80,000 signifies a 14.4% growth, while reaching 90,000 from 80,000 will necessitate a 12.5% gain. Maintaining a consistent investment approach remains wise, irrespective of market highs.
Should you deploy fresh money and ideas with Sensex@80K? Aman Chowhan answers
A clear avoid now will be companies with too much hype and euphoria, and maybe some segments within the different spaces where valuations have gone crazy, says Aman Chowhan. Some of the consumer names are trading north of 70-80 PE, which is also a clear avoid s. It has more to do with companies and valuations than any specific sector or segment, says Chowhan.
These largecaps have ‘strong buy’ & ‘buy’ recos and upside potential of more than 25%
While the recent up move in large caps has made them cover some of the differential which has developed in the valuations between mid and large stocks. If one looks at the long term average, there is still a scope of mean reversion. It might happen in both ways, mid-cap witnessing some profit booking and large caps doing relatively well in the corrective phase of the markets. ET screener powered by Refinitiv’s Stock Report Plus lists down quality stocks with high upside potential over the next 12 months, having an average recommendation rating of “buy” or "strong buy". The screener applies different algorithms for all BSE and NSE stocks.
AIF & PMS Conclave 2.0: No permanent winners; past performance not a guarantee for future returns: Aashish Somaiyaa of WhiteOak MF
According to his analysis, the WhiteOak CEO advised against investing in the top-performing funds of the past three years. He highlighted that the best-performing fund from 2009-2011 fell to rank 162 in 2012-2014, while the second-best dropped to 40, and the third-best to 38, illustrating the volatility and unpredictability of fund performance over time.
Viral: Bengaluru techie couple wants ideas on how to spend post-tax salary of Rs 7 lakh per month
A Bengaluru couple, both software engineers with a combined monthly income of Rs 7 lakh post-tax and no children, seek advice on spending their surplus of ₹3 lakh monthly after expenses. Their dilemma, shared on Grapevine app, garnered humorous responses like adoption requests and serious suggestions including investing in real estate and donating to charity.
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.
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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.
Why do we make poor investment decisions and how to avoid them
Investing has come to mean a flurry of activity. One must go about acting with assumed expertise, buying, selling, booking profits, revising and reworking. Keeping it simple and staid over the long term is boring in comparison. Poor investment decisionmaking is here to stay. We will crib about outcomes for a while, and then go back to doing the same things.
Own midcaps? Do a check & balance exercise to avoid decision of haste: 7 midcaps from different sectors with an upside potential of upto 49%
Every now and then the market goes through phases, where it prefers a certain set of stocks, not based on sector but based on the overall market cap. So, sometimes it is large caps, at other mid-caps. Now this partially happens, due to the flows which are coming to markets. For example, if more flows are coming to mid-cap or multicap schemes there is bound to be out performance in the mid-cap space. Now what it does is that it tends to create a sudden surge in mid-cap. Similarly when there is an outflow like the kind of one which we saw in March this year, midcap stocks tend to decline sharply. Essentially, it is the flows which impact the broader matrix of how midcaps behave. So there are phases not owning a midcap stocks appeared to sin and then there phase, where owning them appears to be sin. But if one focuses on the underlying business and some critical parameters, there is a possibility of getting rid of these phases of anxiety which keep coming to the street and create long term wealth.
How to plan for a future stock market correction?
Investors are moving investments to safer options like fixed deposits, bonds, and cash. There are many who are waiting for a stock market crash. Market corrections are temporary and unpredictable, so staying invested is key, says.
Here’s what India’s top money managers are buying post elections
Stock pickers at ICICI Prudential Asset Management Co. and HDFC Asset Management Co. are turning wary of small-caps and stocks that look overheated, such as industrials, defense and state-run companies. Nippon Life India Asset Management Ltd. is leaning toward larger companies that are trading at attractive valuations.
AMCs, insurance stocks offering good money-making proposition: Deven Choksey
I believe that the market is going to remain positive. Investors are going to be remaining confident. Maybe these numbers are going to be forgotten after a couple of days once the ministries and the governments are formed.
Infrastructure stocks: With more clarity a stronger round of re-rating in Modi 3.0? 7 infra stock with upside potential of up to 33%
Couple of months back PM Modi had mentioned his priorities of Modi 3.0. The first word which was used was infrastructure and then subsequently others. There should not be any surprise given the fact that even in the last ten years, infrastructure has been a priority. What has changed is that in the first five years, it was the clean up of the books and debt which was taking place. In the next five it was both, lowering debt, higher order book and now with books much better placed, much less litigation, now when the order book gets bigger as the focus on infrastructure continues the increase is likely to be more visible in margins and that increases the probability of even a strong and sustained rating. We take a look at infrastructure makers, which is very different from infrastructure owners. Though in some cases, these companies also have some projects where they have stakes.
Mind Over Money: Rock 'n' Roll to FinEdge – How Mayank Bhatnagar keeps himself mentally fit
Mayank Bhatnagar, Co-founder of FinEdge, exemplifies balance by merging finance with rock 'n' roll. He prioritizes mental and physical fitness and integrates music and travel into his life. With the band 'Frontrow Bandits,' he revives rock 'n' roll, showcasing the power of dedication and teamwork.
Can Vodafone Idea stock trade above Rs 20 in next one year? Hemang Jani answers
I think there is a growth in terms of volume, given the kind of appetite that people have for jewellery and also, we feel that you will see stable margins once there is a little bit of stability in the gold prices. So, valuations, I do not think is too much of an issue. It is all about how big the opportunities and how Titan can deliver growth. We have a positive view. I think it is a part of the core portfolio.
Market Mantra! Why putting your eggs in a few baskets could be a great idea
Capital allocation has been concentrated in specific sectors, leaving many with limited funding. Fund managers currently favour sectors like PSU, industrials, and defence, while showing less enthusiasm for FMCG and auto.
In the fight between bulls and bears, these set of companies always win: 4 stocks with upside potential of up to 21%
Recently the finance minister, Nirmala Sitharaman spoke about the risk of unchecked explosion of future and option trading. Before that, there was a SEBI study, which mentioned that 90 % of the individuals who trade in future and options ( F&O) end up losing money; only 10% are able to make profit. But there is another side to the story. First is that trade volumes in this segment are only going to rise. Second, what is the common between both the losers and winners? They both brokerage to their stock broker and also pay transaction fees to the stock exchange. So, who is the constant and permanent winner? The stock exchange and the stock broker. Yes, policy makers will bring in more checks, but the hard fact is that those checks will only be partially effective for a short period of time as the turnover in the F&O will continue to rise for the foreseeable future. One can control anything, but not the hope and greed on the street.
Focus on both, the sector & stock and then stay with them: 4 smallcap stocks for medium- to long-term perspective
Knowing risks and managing those risks are two different things. Knowing risk is easy, everyone knows that small cap stocks are probably the riskiest part of the stock market. but managing the risk is more complicated than it appears. Why are we bringing this up at this point of time ? Because the risk on trade which has been in place in the Indian equity market , got a significant boost when state elections results indicated higher probability of the present central government coming back to power.
Election trade? These 5 themes will continue to work out in India:Ajay Srivastava
Ajay Srivastava, CEO of Dimensions Corporate, advises investing in ABB, Siemens, IndiGo, Indian Hotels, and Hero Moto if the market falls 30-40%. These companies, known for their performance and economic ties, are recommended. Furthermore, smaller IT firms linked to the BFSI sector show promise. The defense sector, shipyards, QSR companies, multiplex companies, and consumer companies are currently underperforming.
These 11 bank stocks can give more than 23% returns in one year
Check out Stock Reports Plus, powered by Refinitiv, for price targets of over 4,000 listed stocks along with detailed company analysis focusing on five key components - earnings, fundamentals, relative valuation, risk and price momentum to generate standardized scores. SR+ Reports is a complimentary offering to ETPrime members.
Mother's Day gift: Can credit card be a good gift to your mother especially when she is not earning?
Mother's day: This mother's day give her the gift of financial freedom by by taking out a credit card and giving to her. A credit card will be useful for her in many situations like in case of emergencies, household shopping, etc. A credit card will also help a non-working mother by giving her better autonomy.
How to manage money after losing spouse? 5 critical lessons to deal with family finances
In a sudden turn of fate, Shubha (49) became a sole guardian of her family's finances after her husband's death. With young children (17 & 13), she took charge, seeking guidance from trusted advisors. To secure their future, Shubha meticulously documented all assets (bank accounts, investments) and navigated complex paperwork to ensure ownership transitioned smoothly. Here are the financial lessons that you can learn from Shubha's journey.
Staying with selected few is a better option: 6 largecap stocks with upside potential of up to 35%
After a corrective phase, the large and mid caps are once again in party mode. Large caps which had been lagging in a relative manner have been able to make a comeback, thanks to the fact the flows to the large cap mutual funds have seen a spike in the last two months. While the short term movement in the markets might impact the decision making process. But investing in not about a quarter or week, it is much more than them. If one looks at the long term, large caps are able to outperform and create wealth in a more sustainable manner. We take a look at some large caps where there have been some headwinds, either in terms of business of market valuations. But the underlying business is strong and good to own business for the long term.
How to invest your money when market is at all-time high
Arun Kumar from FundsIndia advises on handling market all-time highs by aligning with GDP growth, investing at all-time highs, and building diversified portfolios based on different styles to mitigate risks effectively. He further says that for existing portfolios, since we are not in a bubble, one does not need to go underweight on equities.
Vodafone Idea FPO picks momentum as institutional investors pour money
Debt-saddled telecom operator Vodafone Idea Ltd's Rs 18,000 crore follow-on offering (FPO) on Friday picked up momentum with close to half of the issue being subscribed, largely by institutional investors.
Vodafone Idea FPO opens: Should you apply for Rs 18,000 crore offer?
The public offering, which closes on April 22, has been priced in the band of ₹10-11 apiece, which is 17-29% below the stock's Tuesday closing price of ₹12.9. Financial markets were shut on Wednesday for Ram Navami.
Vodafone Idea's Rs 18,000 cr FPO may attract big investors. Is it worth your money?
Vodafone Idea plans an Rs 18,000 crore FPO on April 18, attracting GQG Partners with $300-400 million bids. Analysts cautious due to profit concerns, low listing expectations, capex needs, 5G delay, and industry challenges.
Indus Towers may benefit if Vi gets money and invests: Analysts
Cash-strapped Vi said it will open a sale of new shares on April 18 and close on April 22 to raise up to ₹18,000 crore. This will be closely followed by a ₹25,000-crore fundraising via debt. The company has already approved raising ₹2,075 crore from a promoter entity through a preferential share issue.
5 reasons why gold miners make more money than gold investors
Rising commodity prices impact consumers and investors differently. While consumers worry about costs, investors can benefit. Investing in gold mining companies can be more profitable than gold itself due to increased profit margins and debt reduction. Just like oil exploration companies benefit from rising oil prices… gold mining companies too benefit from rising gold prices.
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