OLIGOPOLISTIC

The single biggest name which comes into my eyes is basically the housing loan companies, be it Chola, there are tonnes of names in the financial sector you can play the real estate boom. A) The yields are better. B) They are as good as secured loan...

RBI's netbanking interoperability aids fintech growth. Amit Kapoor recommends infrastructure interoperability. Rohan Lakhaiyar highlights cost reduction benefits. Sunil Kulkarni praises UPI's expansion. R Gandhi pushes QR-code harmonization for merc...

Entrants challenge Asian Paints in India's decorative paints sector. Industry consolidation impacts stakeholders. Zephyr Teachout and Viral Acharya advocate curbing monopoly practices for consumer welfare. CCI's role in overseeing big business growt...

Devang Mehta, Director - Equity Advisory, Spark Private Wealth, recommends investing in capital expenditure, capital goods/infrastructure, power ancillary, auto pack (passenger vehicles, tractors, two-wheelers), stock market-themed names in the fina...

Sandip Sabharwal says: Grasim aims to disrupt the paint industry dominated by Asian Paints and Berger Paints. FMCG companies resort to inorganic acquisitions for growth. ABB beats expectations, valuations are high. Sugar stocks face a temporary setb...

Pankaj Pandey discusses the attractiveness of PSU banks within the BFSI space. He also mentions the potential growth for rating agencies due to government and RBI push for corporate bonds. Tech Mahindra and BirlaSoft are highlighted as companies wit...

Vincent Mortier, Group CIO of Amundi, Europe's largest asset manager, expects the US Federal Reserve to cut rates in June, not March, due to the softening economy and the need to support the US economy in an election year. Mortier also believes that...

Testifying on Monday in Google's landmark antitrust trial, Pichai directly contradicted the Justice Department's claims that his company's huge payments to companies such as Apple to be the default internet search option on their popular devices rep...

Niraj Kumar of Future Generali India Life Insurance Company, states that sectors with strong demand visibility such as BFSI, industrials, capital goods, power, cement, and infrastructure are favorable for investment. He also highlights the potential...

The recent correction in the Indian stock market is relatively mild compared to other major markets. While global factors such as crude oil price spikes can contribute to corrections, India has outperformed many other markets. However, there are con...

​They have already made a pivot from loss making to cash generating profitable businesses but I still think that the long-term profit margins profitability of these companies will be significantly higher than what it is today

India's campaign finance laws have set pending limits for candidates, but have not capped expenditure by parties, a situation that creates ambiguity on spending and enables parties with access to funding to bypass any restrictions at the candidate l...

The large banking industry in the US is highly regulated which poses immense barriers to entry. We see banks doing a lot to satisfy regulators and politicians’ desires. A move to narrow deposit taking — where deposits must be backed by reserves or s...

Roubini, who earned the nickname “Dr Doom” after famously predicting the 2008 US subprime crisis, recently said India could realise a growth rate of 7% or even higher over the medium term with the right policy interventions, and its economy would li...

Key downside risks to the company include disruption due to instability in the Chhattisgarh region and regulatory uncertainty in terms of potential higher royalty demand from state governments.

"There are concerns about stagflation, both in the short run and over the medium term. In the short run, there are three negative aggregate supply shocks: Covid-19, Russia's invasion of Ukraine and the Zero Covid policy of China. These led to supply...

We chose to initially launch a bouquet of fixed income products. Equities and hybrid schemes are an integral part of any AMC product offerings. We plan to come out with equity schemes soon.

"This is reminiscent of Jio's foray into the telecom industry, with significant capacity additions, which ultimately resulted in lower industry tariffs."

The brokerage has a target of Rs 2270 on the stock, suggesting a 5 per cent upside from current levels. The figure is, however, below 47 per cent from the all-time high level of Rs 3,348.