investment strategy

  1. H

    Market Reaction: India Sees Significant Drop Amidst West Asia Developments

    Domestic Indices Decline Sharply Amid Geopolitical Tensions Mumbai, March 30 – Domestic benchmark indices opened sharply lower on Monday, with the Sensex declining by over 1.38 per cent and the Nifty slipping by approximately 1 per cent. The market downturn was fueled by escalating tensions in...
  2. H

    India Sees Largest Monthly Equity Outflow Amid Middle East Tensions

    FPI Outflows Hit Record High in March as Global Tensions and Macro Pressures Weigh on Indian Equities Foreign Investors Pull Out USD 12.3 Billion Amid Rising Uncertainty New Delhi, March 29: Foreign portfolio investors (FPIs) have withdrawn approximately USD 12.3 billion, equivalent to ₹1.14...
  3. H

    Brokerage Adjustments Following HDFC Bank Chairman Resignation

    Jefferies Exits HDFC Bank, Cuts India Exposure After Chairman ResignationNew Delhi, March 27: Global brokerage Jefferies has exited its holdings in HDFC Bank and trimmed its exposure to India across key portfolios following the resignation of the bank’s part-time chairman, Atanu Chakraborty...
  4. H

    Geopolitical Uncertainty Impacts Global Gold and Silver Markets

    Gold and Silver Prices Plunge Amid Strong Dollar, Rising Yields, and Geopolitical Tensions New Delhi, March 23 – Gold and silver prices tumbled sharply on Monday, driven by profit-taking, a stronger US dollar, and rising real yields.MCX April gold futures fell 6.91% to ₹1,34,506 per 10 grams...
  5. H

    FPI Outflows Hit Rs 88,180 Cr Amid Middle East Tensions

    Foreign Investors Withdraw $9.6 Billion from Indian Equities Amid Global UncertaintyNew Delhi, March 22: Foreign investors have pulled out around USD 9.6 billion (₹88,180 crore) from Indian equities in March, driven by escalating Middle East tensions, a weakening rupee, and concerns over the...
  6. H

    Domestic Investment Counters FII Exodus in Indian Equity Markets

    New Delhi, March 22 — Indian equity markets are showing “structural resilience” despite strong global macroeconomic pressures and sustained foreign institutional investor (FII) outflows, analysts said.During the week ending March 20, FIIs maintained a risk-off stance, pulling out a net...
  7. K

    Investment Strategy: Cautious Banks, Strong Consumer Goods

    Auto Ancillaries and Select Consumer Stocks Offer Better Opportunities Than PSU Banks, Says SBI Securities’ Sunny Agarwal Cautious Stance on Public Sector Banking Stocks Sunny Agarwal of SBI Securities has advised investors to remain cautious when considering investments in the public sector...
  8. K

    India's Auto and EMS Sectors Face Headwinds Amid Geopolitical Uncertainty

    Auto and EMS Stocks Slide as Chip Shortage Fears Intensify Amid Geopolitical Tensions Auto Ancillary and Vehicle Makers Lead Decline on Nifty Auto Shares of automobile and electronics manufacturing services (EMS) companies declined sharply on Monday, March 9, as concerns grew that escalating...
  9. K

    Dipan Mehta Recommends Pharma and Specialty Chemicals; Advises Selective IT Exposure Amid AI Debate

    Dipan Mehta Recommends Pharma and Specialty Chemicals; Advises Selective IT Exposure Amid AI Debate Dipan Mehta, Director at Elixir Equities, has advised investors to focus on sectors with clearer earnings visibility such as pharmaceuticals and specialty chemicals, while maintaining a selective...
  10. K

    TCG Asset Management Maintains Investment Stance on IDFC First Bank; Sees Selective Value in PSU Banks

    Shahzad Madon, Managing Director and CEO of TCG Asset Management, has reaffirmed his firm’s investment stance on IDFC First Bank, stating that recent developments surrounding the private lender have not altered its overall assessment.No Change in View on IDFC First Bank Addressing concerns...
  11. K

    Silver's Structural Shift: A Cyclical Metal with Long-Term Potential

    Silver Rally Enters Structural Phase as Volatility Tests Investor Conviction, Says Apurva Sheth Technical Compression, Undervaluation and Macro Tailwinds Drove Early Call Silver’s rally over the past year has reignited investor interest, marked by sharp upward moves followed by equally swift...
  12. K

    UBS Says Indian IT Sell-Off Is Misread, AI Seen as Opportunity Not Threat

    UBS Says Indian IT Sell-Off Is Misread, AI Seen as Opportunity Not Threat Indian IT stocks may be facing misplaced fears around artificial intelligence, according to UBS, which believes the recent correction in the sector is being misinterpreted by the market.Hartmut Issel, Head of APAC...
  13. K

    Market Volatility Restores Valuation Discipline, Says DRChoksey Finserv’s Deven Choksey

    Heightened market volatility has triggered a broad correction in equity valuations, with several stocks retreating from the steep premiums they commanded just months ago. However, according to Deven Choksey, Managing Director at DRChoksey Finserv, this phase of consolidation is helping restore...
  14. K

    Gold Prices Fall Over 1% on MCX as Safe Haven Demand Eases and Dollar Strengthens

    MCX Gold Futures Slide to Rs 1.52 Lakh per 10 Grams Gold prices declined sharply in futures trade on Tuesday, slipping more than 1 percent as easing geopolitical tensions and a stronger US dollar reduced demand for safe haven assets.On the Multi Commodity Exchange, gold contracts for April...
  15. K

    Indian Markets’ Medium Term Risk Reward Improves; PL Wealth Suggests 60 to 65 Percent Equity Allocation for Aggressive Investors

    New Delhi, February 16: As Indian equity markets navigate a consolidation phase, PL Wealth, the wealth management arm of PL Capital, has said that medium term risk reward dynamics are gradually improving, creating opportunities for calibrated portfolio allocation.In its latest report, PL...
  16. K

    Gold and Silver Futures: Analyst Outlook Amid Market Trends

    Mumbai, February 14 – Gold prices fell by almost 1.82% during the week, as investors remained cautious amid high volatility with the dollar showing occasional periods of strength.Meanwhile, on Friday, MCX gold February futures rose by 0.20%, while MCX silver March futures increased by 3.62%...
Back
Top