PHYSICAL MARKET TREND
Getting ready to end the 3-year exile: 5 stocks from diagnostics sector with upside potential of up to 53%
There are some businesses, where only a black swan event leads to sharp growth in profit. Otherwise the underlying nature is such that they don't have any sudden spike in their profits. But there is constant growth. The constant growth could be because of many reasons. It may be because of the fact that penetration of that good or service is very low and over a period of time as it improves, both top and bottom line keep moving upward. It could be because of the movement of business from the unorganized sector to the organized sector. Or due the fact that the “need” of that good or service is such that spending on it cannot be postponed. In the case of diagnostic business, it is all the three, or rather four. The fact is that in 2020, a black swan took place which led to the sudden spike in FY 2021 numbers, but then back to normal growth curve. Now for three years, there has been a painful process of partial normalization of valuation and end of price wars. Has the time come for extreme long term investors to bring them back on watchlist ?
Sebi approves stricter norms for inclusion of individual stocks for derivative trading
The criteria for exit would apply to only those stocks which have completed at least six months from the month of entry into the derivative segment. while for existing stocks in the derivatives segment, the exit criteria on the basis of performance would be applicable three months after the date of issuance of circular, Sebi said.
How MSMEs can boost India's real estate market
With streamlined regulations and increased credit access, MSMEs have the potential to boost India's real estate sector.
Eyeing a healthcare career? Here are the trending roles, skills and pay brackets you should know
The Indian healthcare sector is booming, becoming an economic backbone with opportunities in healthtech and insurtech. High-end technology has opened doors for new careers, emphasizing the importance of specific skills for success in the evolving industry.
Everything you expect from physical gold can be done faster, better with digital gold: SafeGold CEO
SafeGold, a digital platform, redefines gold investment with innovative ways to buy, sell, and store vaulted gold. Founder Gaurav Mathur envisions a global standard for digital gold transactions using a technology-driven ecosystem. The company's revenue grew by 35% to Rs 6,100 crore in FY24, maintaining profitability and aiming for faster profit growth.
Indian D2C brand market poised to hit $61.3 billion by FY27
The Indian D2C market is set to triple to $61.3 billion by FY27, with a 38% compounded annual growth rate driven by macroeconomic factors like rise in per capita earnings. The market is expected to create 10 million jobs in the retail sector by FY27.
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These largecaps have ‘strong buy’ & ‘buy’ recos and upside potential of more than 20%
As the street grapples with what will be the final come out of elections, the street is witnessing two things, unwinding of the long position which were taken after the exit poll showed a comfortable win for ruling BJP and also fresh short position being created. Whatever may be the final outcome, it would be better to stick to the basic principle of investing, that is looking at fundamentals and developments in the sector and only when things are positive on both the front then only go ahead and take a decision. 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.
What’s fueling the shift in Indian investor behaviour?
India added $1 trillion to the stock market in less than six months, reaching a $5 trillion market cap. Retail investors, with a surge in Demat accounts, play a key role in enhancing market stability and resilience.
Leadership and long-term mega trends: Utpal Sheth on identifying 'Gorilla' companies
We have already established that value creation is different from wealth creation. So, in my experience, there are three large components that create terminal value about which the terminal value investor should have differentiated insight on and those three components are intangibles, megatrends and leadership.
Why Indians borrowing more and saving less shouldn’t worry you
DK Joshi, Chief Economist at CRISIL, highlights a shift in household savings towards higher return financial assets like mutual funds and stocks. He expresses concern over the higher borrowing growth rate compared to savings growth rate.
Myntra gained market share, scaling beauty and home decor: CEO Nandita Sinha
Over the past year-and-a-half, online fashion retailer Myntra has gained market share even as rivals like Reliance Ajio and Nykaa Fashion have snapped at its heels, chief executive Nandita Sinha told ET in an interview–without naming the competition.
Mind Over Money: This MD practises meditation and yoga 3-4 times a week to find inner peace and clarity
“Being mentally fit is crucial. I make a conscious attempt to take care of my mental well-being. I practise meditation and yoga three to four times a week to find inner peace and clarity. Going for regular walks helps me refresh both my body and mind. I also find comfort in reading different genres and listening to soothing music like old classics and ghazals,” says Sanjeet Dawar
Offline stores are trending as new set of D2C firms emerge
Investors and startup founders are noticing a trend: D2C businesses across various sectors, like fashion, electronics, and food and beverage, are opening physical stores (going offline) even after their initial funding round.
Best dog toys: Engaging options for your furry friend
Explore the best dog toys to keep your furry friend entertained and engaged. Various options include durable chew toys, interactive puzzles, and fetching toys, which are suitable for all dog sizes and play styles. Each toy is designed to provide mental stimulation and physical activity, ensuring your pet stays happy and healthy. Find the perfect toy to match your dog's unique preferences and energy levels.
ETMarkets Explainer: Why invest in gold through ETFs?
Investing in gold through ETFs offers convenience and transparency. Gold, a symbol of wealth and power, has evolved as an investment option over time. While physical gold and gold stocks are traditional choices, gold ETFs provide a standard and low-cost way to buy or sell gold, excluding the need for insuring and storing physical gold or facing stock price fluctuations.
Why touchy-feely consumerism is here to stay and also thrive
The surge in e-commerce once signaled the demise of brick-and-mortar stores, but a notable shift is occurring as D2C companies expand offline. The trend extends beyond smartphones to FMCG and banking, with consumers favoring physical stores for premium items. Retailers are adapting by enhancing store sizes to provide immersive shopping experiences.
Behind ghost shopping malls, a new consumer trend glimmers
Ghost shopping malls with a vacancy rate of 40% or higher in 2023 are on the rise, with a 59% year-on-year increase in top 8 metros, resulting in 13.3 million sqft of retail space remaining vacant. The loss in value amounts to $800 million. High-grade malls are thriving due to premiumisation and a focus on consumer experience, leading to larger store sizes and better shopping experiences. New factory outlet malls are also set to surge in India.
Markets & Mandate: How would you prepare your portfolio for Modi 3.0?
Nilesh Shah discusses India's economic trajectory, comparing it to the US and China. Shah says: "The template should be what the United States has done over 50 or 100 years rather than what China has done over the last 10 or 20 years." He highlights the importance of consumer, digital, and physical economy sectors for the next 5 to 10 years, emphasizing India's positive market outlook post-COVID.
Silicon Valley’s SPC plans India outpost; Holi spike for quick-commerce
Happy Tuesday! San Francisco-based South Park Commons is working with Flipkart’s cofounder Binny Bansal on its India expansion. Details on this and more in today's ETtech Morning Dispatch.
Trending crypto categories: New cryptocurrencies and emerging tokens in 2024
The Bitcoin block halving injects positivity into the cryptocurrency markets. OpenAI's Sora and projects like Fetch.ai and SingularityNET lead the AI sector. Scotty the AI integrates AI in the blockchain space with ScottySwap and Scotty Chat. Jupiter's billion-dollar Airdrop and Smog Token's airdrop project cause engagement in the airdrop sector.
The experience turn: A good news and a bad news for Indian retailers
India's consumer landscape is shifting towards discretionary items and durables. A joint study by BCG and RAI reveals a projected $2 trillion retail market in next 10 years, positioning India as a bright spot among global economies with strong GDP growth and robust private consumption.
5 DePIN projects that are ready to surge in 2024
The DePIN sector in the crypto market is growing rapidly. The top five DePIN projects ready to surge in the 2024 bull market are Filecoin, Render Network, Theta Network, Bitcoin Minetrix, and eTukTuk. These projects offer various decentralised services and solutions to transform centralised industries.
Sovereign gold bonds no threat to physical trade of the precious metal, says World Gold Council CEO
Gold demand and prices are expected to rise in 2024 due to geo-political uncertainties, debt crisis, and central bank purchases. India's sovereign gold bonds will encourage investors to see gold as an alternative asset class. Efforts are being made to bridge the trust deficit and improve transparency in the gold industry.
India consumption story driving mall operators, warehousing players’ growth, ICRA
Though the net absorption was healthy in the first three quarters of this financial year, the vacancy levels rose by 100 bps to 20% as of December 2023 due to higher new supply, which has become operational recently and is yet to ramp up fully. ICRA expects the occupancy levels to sustain at 81-82% as of March 2024 and improve to 82-83% by March 2025.
Can you predict the top performing asset class of 2024?
The Indian MF industry reached a milestone in 2023, crossing 50 lakh crore assets under management mark. The industry experienced significant growth in the last decade, with AUM increasing more than five-fold from November 2013 to December 2023. In CY23, small caps stood out as a category, receiving substantial net inflows and delivering impressive performance.
Why bigger and more shopping malls are coming up in top cities
The new supply of retail space in shopping malls increased 72 percent last year to 59.48 lakh square feet across eight major cities to meet rising demand from retailers, according to Cushman & Wakefield. In 2023, as many as 11 shopping malls became operational, covering 59,48,395 square feet of space across the top eight cities. In the previous year, nine malls came into eight markets, totalling 34,49,222 square feet area.
What's in and what's out in 2024: Changes coming in workplace, travel, business and economy
In 2024, workplaces shift towards mandatory office presence, ending remote work era. Travel sees a rise in short trips to visa-free countries. Startups face funding challenges, emphasizing profitability. Hybrid cars dominate the auto industry, and premium experiences and personalised fitness gain traction in consumer trends.
Retailers are opening bigger physical retail stores to fulfill consumers' need for better experience
Retailers in India are opening larger physical stores as consumers seek enhanced in-store experiences. The share of stores smaller than 2,000 square feet decreased to 52% in H1 2023-24, compared to 61% a year earlier. Retailers are expanding existing stores and entering new markets, capitalizing on the growing share of the organized retail market.
Learn With ETMarkets: Track commodity market trends with 2 powerful technical analysis tools
However, with the help of technical and fundamental analysis, one can predict the market to a great extent. Here, we will discuss the methods and how to use them to analyze the commodity market.
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