UP ELECTION OUTCOME

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.

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...

We all were knowing, discussing in the last many-many months, we can just feel now it has come, whatever is the reason, so that correction is happening and I think it will be a healthy correction.

​And if we step back what does the election outcome mean for the markets? So, barring the pre-election and post-election for a week, 10 days, people will move on.

Initial poll result trends triggered a market bloodbath but some stocks like HUL, Dabur, and DMart resisted the . NDA leads but may not get a strong majority. Market fell over 7%, with HUL gaining. Analysts predict more correction if NDA falls below...

I do not think budget is likely to be a big event. I think there are a lot of fears about capital gains tax. So, from that perspective I think the agenda of the government is pretty well known. With a three years’ perspective I do not think there is...

Exit Polls Exit polls, often viewed as indicators of election results, can be significantly inaccurate. Notable instances include the 2004 and 2014 Lok Sabha elections, 2017 UP Assembly elections, and the 2015 Bihar and Delhi Assembly elections, whe...

Honestly if you want to make money from a five years perspective, go where nobody is looking and consumption which includes discretionary as well as non-discretionary consumption and rural consumption and exports are two areas which I think should c...

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...

Sensex and Nifty reached record highs following exit polls indicating a third term for PM Modi's government. Zee Entertainment Enterprises was the only stock in the F&O ban with high OI, while traders in the index were unaffected.

Immediate after voting in the Lok Sabha elections draws to a close today, all eyes will turn to the exit polls for early indications of the results. Opinion polls and exit polls, though both serve to gauge voter preferences, differ in timing and met...

​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.

It is very likely that these very sectors are going to basically get a fresh impetus. You are right that yes, in term one, these pockets did not yield returns. But in the second term, especially post COVID, we have seen massive returns and I probabl...

If you have been always wanting to sell something and you could not get the opportunity, that is always the case, you should always do that. But I think it is foolish to unnecessarily increase cash in the assumption that you will want to buy cheaper...

​Everything will depend on the earnings growth of corporate India and there is very-very reasonably good visibility over there. And there are good sectors, exciting sectors, which are already well priced.

We believe over the next month or so as that market tapers off, that bit of selling and the confusion that you see there would also subside.

India's national election, spanning six weeks and concluding on Saturday, has financial markets eagerly awaiting the verdict after counting on June 4.

India VIX may hit 30 mark before General Election outcome on June 4, experts predict. Recent surge in volatility attributed to election uncertainties. Market expected to remain volatile, with VIX likely to retreat post-election. Investors advised ca...