China is re-emerging as a competitor for international investors’ funds. As China begins to ease curbs and move to focus on the economy, it’s beaten down valuations vis a vis India’s steepest valuations could turn out to be India’s disadvantage and temper down flows.
No flight plan in sight, Jet lenders may sell 11 aircraft
Bankers say the Jalan-Kalrock consortium’s failure to pay the required amount even one-and-a-half years after the National Company Law Tribunal (NCLT) approved the resolution plan, has forced them to relook at their options.
Volatility ahead, but the trend is positive: Analysts
The Nifty saw a tight range consolidation. Levels of 18,400- 18,300 are where the index faces resistance, and only a sustained follow-through above the same is likely to drive the index higher toward all-time highs. DII short positions in index futures at a 3-year high is a concern, while the Continue Reading
Sebi asks funds to reveal names, origin of investors
It is unclear what the regulator plans to do with the data, but industry persons said it could well be to check whether the comparatively easier regulations of angel funds are being misused to overcome restrictions on foreign direct investment (FDI) or indirectly acquire equity stake in a company.
FPIs increase bets on banks as credit growth picks up
The amount of FPI inflows in financial services during the fortnight is the highest in the sector since February 2021. As a result, the share of financial services in FPIs’ equity portfolio reached 32.28% as of November 15, 2022 – the highest in 18 months. Financial services is the highest Continue Reading
Want to stay ahead of the curve? Bet on these 3 themes: Aishvarya Dadheech
“From a two- to three-year perspective, we are increasing our allocation to IT services. That is one theme which we are playing through. We believe a lot of those midcap IT growth could be higher than what the Street is estimating over the next two to three years and valuations Continue Reading
Uncertain macroeconomic conditions continue to create volatility in global oil prices
The US EIA recently trimmed its crude oil demand outlook for 2023 by 320,000 barrels per day, with supply also falling by 300,000 bpd. The oil producers’ cartel, OPEC, also revised its oil demand forecast for next year given the mounting economic challenges like high inflation and rising interest rates. Continue Reading
ETMarkets Trade Talk | NRI techie doubling money every year by selling Nifty Bank options
“Being in a different time zone gives me the privilege to do trading with a full-time job as most of my office tasks have finished by the time the Indian market starts. So my trading doesn’t impact my job, and similarly, my job doesn’t impact my trading,” says the NRI.
Roger Ibbotson’s tips for effective asset allocation to fetch solid returns
Famous author and Professor Roger Ibbotson says investors need to diversify their portfolio because it essentially helps in reducing risk.”In any race, there’s going to be a winner but that doesn’t mean you should abandon all the other kinds of investments because the winner of this race isn’t going to Continue Reading
Alcohol stocks set to go ‘high on spirits’ ahead of new year?
Among the top eight brewery players on the basis of market capitalisation, with a capping of at least Rs 750 crore, only two players have delivered negative returns in the last six months with one stock turning into a multibagger.