market: Go Digit to be a great compounding story for next 10-15 years : Sumeet Nagar

market: Go Digit to be a great compounding story for next 10-15 years : Sumeet Nagar

“So, the Go Digit name may be somewhat misleading. So, while they are using technology very well and their internal backbone is all on new tech, it is very-very digital. The selling of insurance in India, if you want to be mainstream, has to be done through agents. But again, technology can allow you to … Read more

Lack of depth in mid- & smallcap rally hints all’s not shining on D-Street

Lack of depth in mid- & smallcap rally hints all’s not shining on D-Street

Mid-cap and small-cap indices have been on a blistering run so far in 2024, breaking new records and defying cynics. But beneath the surface, the optimism may not be as widespread as the benchmarks show. In the Nifty Midcap 150 and Smallcap 250 indices, 20 stocks have contributed to roughly 50% of the respective index’s … Read more

markets: Anshul Saigal on sectors where investors can deploy fresh money

markets: Anshul Saigal on sectors where investors can deploy fresh money

“I have a feeling that at this moment, this is a market which is highly in favour of the individual investor because the individual investor does not have portfolio complications to manage and he can look at a bottom-up opportunities without having liquidity concerns because he is not managing as much money as a professional … Read more

Indian equities: Are fears and panic around PSUs overblown? Sandip Sabharwal answers

Indian equities: Are fears and panic around PSUs overblown? Sandip Sabharwal answers

“The situation was never as good in the Indian aviation market as it is today because there are effectively only two large players, Vistara Air India combined and InterGlobe Aviation,” says Sandip Sabharwal, asksandipsabharwal.com.Let us get stock specific then and get in your take on the entire chemical sector, brokerages are of the view that … Read more

FMCG sector: There can be both time wise and value wise correction in PSU stocks: Sandip Sabharwal

FMCG sector: There can be both time wise and value wise correction in PSU stocks: Sandip Sabharwal

“We do not have any of the wire and cable stocks, but I think Finolex I have tracked and recently prior to the results and subsequent to management commentary, obviously it has done very well. So, the entire space is doing well in terms of volume growth and it has actually been leading the entire … Read more

Sensex: Sensex may hit 1 lakh before 5 years, thinner Modi 3.0 doesn’t mean end of bull run: Mark Mobius

Sensex: Sensex may hit 1 lakh before 5 years, thinner Modi 3.0 doesn’t mean end of bull run: Mark Mobius

Although concerned that a thinner majority may restrict Prime Minister Narendra Modi from carrying large-scale pro-growth reforms, billionaire investor Mark Mobius is confident that the bull run is intact and that the Sensex can even hit the 1 lakh mark before Modi finishes his third term. The 87-year-old investor, known as an India bull in … Read more

Sanjiv Bhasin stocks: Why Sanjiv Bhasin is betting big on this IT stock

Sanjiv Bhasin stocks: Why Sanjiv Bhasin is betting big on this IT stock

“There are no free lunches. Only if you are there will you participate in this. But a large part of the market is now, particularly the over-owned PSUs are now looking a little frothy,” says Sanjiv Bhasin, Director, IIFL Securities.Yesterday, FII were buying. They were very big buyers. So, are you saying we should sell?Of … Read more

markets: India has a great story going for it; market levels very sustainable: Prateek Agrawal

markets: India has a great story going for it; market levels very sustainable: Prateek Agrawal

“Few percentage point here and there does not matter as much as certainty does. So, outcome after elections, a good budget, both would have a positive impact,” says Prateek Agrawal, MD & CEO, Motilal Oswal Asset Management Company. I am looking at the market positioning, what FIIs have done, what DIIs have done, what the … Read more

PSUs: MFs prune stakes in PSUs following stellar bull run

PSUs: MFs prune stakes in PSUs following stellar bull run

Mumbai: Domestic mutual funds reduced their exposure to many public sector stocks in the March quarter following a sharp rally in the pack over the past year. Of the 25 public sector undertakings (PSUs) that published their shareholding for the March quarter, 11 saw a decline in mutual fund holdings, while only three stocks saw … Read more