Page 11 - Equity Markets

Markets are cyclical; we only romanticise the good part: Shankar Sharma

Every equity market across the globe has and will have its day, and Indian markets are having their day right now

Equity benchmarks recoup most of intraday losses amid fag-end buying

After tumbling over 700 points intra-day, the 30-share BSE Sensex clawed back lost ground on last minute buying in index heavyweights

Rs 1 trn m-cap club hits half-century in 2022 despite muted gains in Sensex

It's a sign of gains in equity markets being lopsided, say analysts

Is the worst over for the cement sector?

The cement industry has been one of the worst impacted this year with monumental declines in profits. But, as price hikes make a comeback, will the industry see a turnaround?

Volatile Indian equity markets, flows capping downside: BofA on 2023

Revival in China's economic growth and policies could shrink this premium

Charging bulls or grappling bears? Stocks & sectors to buy and sell in 2023

Here's how leading brokerages and research houses expect 2023 to play out for the equity markets, and their sector preferences

HDFC Bank files petition for NCLT approval to the proposed merger

The bank has already received the approval of the equity shareholders, which includes public shareholders, to the proposed merger scheme

BAF fund managers divided on equity markets over risk-reward landscape

Equity allocation varies by a big margin across schemes as fund managers use different models

Growth triggers to keep earnings trajectory robust for Timken India

New plant expected to boost company's revenues, margins

Foreign equity funds pile into Indian financials as credit cycle picks up

Indian shares are trading at a record-high valuation premium to their Asian counterparts, BNP Paribas said

Asian equities witness highest monthly foreign inflows in two years

Expectations that China would gradually loosen its zero-Covid policy and open up its economy also lifted sentiment

TMS Ep317: EV batteries, WhatsApp UPI, Markets, Participatory notes

Can India become a global EV battery player? Is it the end of WhatsApp's UPI ambition? Will RBI policy and Gujarat polls sway markets? What are participatory notes? All answers here

Gland Pharma stock seen underperforming after acquiring France's Cenexi

Lack of near-term visibility on profitability for the core business is another concern about Indian firm

Flipkart staff may get Rs 5,700 cr in stock buyback scheme in a few weeks

This will be the biggest Esop buyback in tech industry. Flipkart owns over 80% stake in PhonePe and is looking to exit the company. Walmart owns 10% in the Bengaluru-based fintech firm

TMS Ep313: GST share of states, China plus one, Markets, FPO

Why do states want a bigger share of GST? Does China plus one strategy mean advantage India? Will the rally in the broader markets continue? What is a follow-on public offer? All answers here

Dharmaj Crop IPO subscribed 1.8x on Day-1, QIB portion not fully covered

Retail, HNI fully covered, institutional investor portion subscribed 35%

Settlement scheme to be extended for 150 brokers from December 19

The scheme ends on January 19, 2023; terms and conditions will be made available on date of commencement

Equity rerate unlikely before second half of 2023, says Credit Suisse

Higher-rates-for-longer theme triggered significant derating this year

Budget 2023: MFs seek LTCG exemption for longer-term equity investments

Industry says exemption for those staying invested for over three years will help channelise flows into financial assets

Investing it wisely: Mutual fund investors 'buying low & selling high'

This 'buy low and sell high' strategy has not always worked for them