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
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
Small and Mid-Cap companies Can See More Price Correction in the Coming Quarters: Sunil Koul
Sunil Koul, executive director (Asia Pacific portfolio strategy, global macro research) at Goldman Sachs, in an exclusive interview with Ayaan Kartik and Neeraj Thakur, talks about the valuation situation in India and how foreign investors are looking at increasing their bets in the equity markets
Neeraj Thakur - March 27, 2024
Markets, Retail Investors Tango to New Highs
As more investors enter the markets, the palette of investing style becomes more colourful. Each investor brings in their own biases, impulsive actions and assumptions to the markets
Sandeep Raina - March 27, 2024
Greed Over Fundamentals: The Investor's Folly
In her address at the fifth SEBI-NISM research conference on March 12, 2024, Securities and Exchange Board of India (SEBI) chief Madhabi Puri Buch expressed her concerns about the valuation froth in the mid- and small-cap space.
Jitendra Gohil - March 27, 2024
India No Country for Women Founders
While India is third in the pecking order globally in the start-up ecosystem, women founders struggle to even get a start. Investors see them as less capable and hesitate to fund their ideas
Mahima Sinha - February 29, 2024
No. Vijay Shekhar Sharma's Resignation Will Not Save Him
Having fallen out of favour with investors, shareholders and the Reserve Bank of India in recent months, the cause of Paytm’s current woes is the same that led to its initial quick rise—Vijay Shekhar Sharma. By giving up the chairman’s job at Paytm Payments Bank, he is attempting a Bond-like escape from the wrath of the banking regulator. Will he succeed?
Vinita Bhatia - February 29, 2024
Time for Sunrise in the East, Says Amit Mitra
The eastern region has been dealt a raw deal for a long time, says former West Bengal finance minister Amit Mitra. The oversaturation of economic activities in the western and southern regions will push investors towards the cheaper, resource-rich east, he believes. Edited excerpts:
Parth Singh - February 02, 2024
In the Market, Old Is Gold
There was a lot of hype around the growth potential of new age brands like Zomato, Paytm and Nykaa at the time of launch of their initial public offerings two to three years ago, but the poor show of these IPOs at the bourses reflected the sentiments of increasingly cautious investors who prefer to bet on the strong fundamentals of legacy companies
Devanshu Singla - December 29, 2023
Outlook Start-Up Outperformers 2023: Star States
Maharashtra, Karnataka, Tamil Nadu, Gujarat and Haryana top the list of states and Union territories in the Outlook Start-Up Outperformers 2023 rankings. Their biggest strengths are funding and investment opportunities and business environment, key factors that attract entrepreneurs and investors
October 31, 2023