Winning the Game of Bulls and Bears
While retail investors rushed to make hay as small- and mid-cap stocks shone at the bourses, institutional investors stayed away, guided by traditional wisdom that warned them against the exuberance in the stock market. The mid-March crash, dominated by the smaller segments, proved their point
Harshita Dudeja - March 27, 2024
Delirium in the Markets
Market regulator SEBI says there is “froth” in the mid-and small-cap stocks; banker Uday Kotak says there is no bubble. Caught in this cross-current are traders in small towns who are betting heavily in risky derivatives. What is next for the turbocharged Indian markets and what of the retail investors rallying behind it?
Devanshu Singla - March 27, 2024
How long will the spin around textile stocks last?
Robust demand and better margins make the pandemic year a watershed one for textile players. But the jury is still out on how far the sentiment will hold
V Keshavdev - July 06, 2021
Every crisis is an opportunity, if you are on the right side of equities
The asset class has delivered significantly higher return than risk-free alternatives, even through wars and market crashes
Samir Arora - May 04, 2021
“Everything about the market recovery is not froth”
Axis Mutual Fund's Jinesh Gopani on why he is betting on IT and consumption stocks
N Mahalakshmi - March 01, 2021
Is the worst over for hospitality stocks?
With operations resuming, hospitality stocks have put lockdown blues behind them
December 18, 2020
After two blockbuster bets, Info Edge wants to be more. Will investors bite?
With two unicorns in its bag, the internet company is modelling itself as a VC firm. It is a tempting buy, but pricey
V Keshavdev - November 20, 2020
“We don’t buy into stories… we don’t fall in love with stocks”
Investing has no place for emotions. It is all about skill and diversification plus a little bit of luck, says First Global co-founder Devina Mehra
N Mahalakshmi - November 02, 2020
Is there more upside in store for technology stocks?
Software stocks have seen a steep run-up in the recent market rally
October 23, 2020
IT stocks are in favour for the same reason that consumer staples seem to be out of favour
Growth predictability arising out of adoption of digital technology has pushed up valuation of software companies
Shruti Venkatesh - September 05, 2020