earnings growth: Earnings growth to remain quite strong in auto, cement & pharma sector: Harsha Upadhyaya

earnings growth: Earnings growth to remain quite strong in auto, cement & pharma sector: Harsha Upadhyaya

“However, on the largecap side, the valuations are not so expensive. It is just about 5% or 6% higher than the historical averages. So, if you want to construct a portfolio, having a little bit of tilt towards largecaps is a better way to manage risk,” says Harsha Upadhyaya, CIO-Equity, Kotak AMC.Let us start with … Read more

TCS share price: TCS in for some bounce after a good Q4 show

TCS share price: TCS in for some bounce after a good Q4 show

Mumbai: The shares of Tata Consultancy Services (TCS) are likely to surge in the near term in response to the company’s better-than-expected March quarter results announced after trading hours on Friday. Analysts said the stock could move up by 3-5% soon but upsides could be tempered by concerns over the revenue outlook for the sector … Read more

Nifty: Nifty on a roll, has 23,000 in its sights: Analysts

Nifty: Nifty on a roll, has 23,000 in its sights: Analysts

Technical charts indicate a continuation of the positive trend going ahead, with the India VIX currently trading below 12. Any market dip presents a buying opportunity, as technical analysts predict Nifty will move towards the 22,800-23,000 levels soon. Stocks such as Vedanta, Hindalco, JSW Steel, City Union Bank, Canara Bank, HDFC Bank, ABB, ITC, HUL, … Read more

Stock picks of the week: 4 stocks with consistent score improvement and upside potential of up to 32%

Stock picks of the week: 4 stocks with consistent score improvement and upside potential of up to 32%

Synopsis After a phase of correction, where more than index it was the market breadth which witnessed cuts, bulls were once again making their move on the street. Before you once again become bullish, it is extremely important not to forget the fact valuations are still high. In such conditions, for investors who are looking … Read more

Three stock ideas from Rajesh Palviya for next week

Three stock ideas from Rajesh Palviya for next week

“If we analyse the call put concentration data also, the put writers are aggressive at 22,400, 22,500 strikes so that clearly shows that base is now shifted higher and 22,400 is likely to act as a support area for any kind of minor dip if we get in the markets,” says Rajesh Palviya, Axis Securities. … Read more

smallcaps: We are very constructive on the entire real estate sector: Harish Bihani

smallcaps: We are very constructive on the entire real estate sector: Harish Bihani

“So, regardless of what happened in the past month when people got a little worried about the impact on mid and smallcap due to some notification by the industry body or by a certain other notifications, I guess on average you have a decent medium term time horizon. Things are looking fine to us, we … Read more

stocks to buy: Big movers on D-Street: What should investors do with AB Capital, Aster DM and Vodafone Idea?

stocks to buy: Big movers on D-Street: What should investors do with AB Capital, Aster DM and Vodafone Idea?

Equity indices snapped the three-day winning run on Tuesday amid weak trends in US markets. The 30-share Sensex declined 110 points to settle at 73,903 and the broader Nifty closed lower by 8 points at 22,453. Stocks that were in focus included names like AB Capital, which jumped 10.5%, Aster DM, which rose 0.5%, and … Read more

Rs 70,000 crore pipeline awaits IPO market in FY25, featuring some household names

Rs 70,000 crore pipeline awaits IPO market in FY25, featuring some household names

The primary market is witnessing a tremendous surge in activity with high liquidity and enhanced investor appetite for new issue launches irrespective of the market sentiments. Companies raised Rs 62,000 crore through initial share sales in fiscal 2024 and the pipeline looks equally strong. As much as Rs 70,000 crore worth of offerings are expected … Read more

Dalal Street minnows steal the show in FY24; give hefty returns to investors

Dalal Street minnows steal the show in FY24; give hefty returns to investors

The BSE mid-cap and small-cap stocks have outperformed the benchmark Sensex in 2023-24 with about 62 per cent returns, reflecting buoyant investors’ sentiment amid robust macroeconomic conditions in the country and impressive quarterly earnings reported by various firms. As per an analysis, the BSE mid-cap gauge jumped 15,013.95 points or 62.38 per cent in the … Read more

Why Lok Sabha election is a non-event for stock market investors

Why Lok Sabha election is a non-event for stock market investors

As the electorate prepares to vote in the upcoming general election to determine India’s leadership for the next five years, market watchers often look for cues on how the results might sway sentiments. History shows us that election outcomes can significantly influence market movements. For instance, in 2004, the market dipped when the BJP lost … Read more