It’s a good time to invest in Indian equity, says HDFC AMC’s Prashant Jain
2 years, 6 months ago

It’s a good time to invest in Indian equity, says HDFC AMC’s Prashant Jain

Live Mint  

The risk-reward of the Indian market has improved and the market is looking more reasonably valued today, than six-nine months back, according to Prashant Jain, executive director and chief investment officer, HDFC AMC. On the topic on how rising inflation will impact the profits of companies, he highlighted how higher inflation may be good for some of the key segments of the Nifty. Today, two-thirds of bank loan books comprise floating rate loans that will get re-priced once rates start rising. So, higher inflation, which in turn is leading to higher interest rates will aid the margins profitability of banks, according to Jain.

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History of this topic

HDFC Bank vs ICICI Bank: Which private sector lender to choose in long term?
1 week, 4 days ago

HDFC Bank vs ICICI Bank: Which private sector lender to choose in long term?

Live Mint  

HDFC Bank vs ICICI Bank: The private banking sector in India is dominated by two stalwarts, HDFC Bank and ICICI Bank, offering investors a blend of stability and growth potential. HDFC Bank vs ICICI Bank: A Comparative Look at Q2FY25 Earnings HDFC Bank reported a 5.3 percent year-on-year increase in standalone net profit to ₹16,821 crore in Q2FY25, compared to …

23 Nifty 50 stocks plunge up to 37% from one-year highs; IndusInd Bank, Tata Motors among the worst hit
1 month, 1 week ago

23 Nifty 50 stocks plunge up to 37% from one-year highs; IndusInd Bank, Tata Motors among the worst hit

Live Mint  

November has so far not offered any relief for Indian markets, as the selloff that began in October has persisted well into the current month. Additionally, foreign portfolio investors have been steadily pulling out of Indian markets since late September, which has put sustained pressure on the Indian rupee, driving it to new record lows. Recent reports indicate that Foreign …

Financial stocks overvalued, says Emkay, suggests HDFC Bank, IndusInd Bank, RBL for the short term
2 months, 4 weeks ago

Financial stocks overvalued, says Emkay, suggests HDFC Bank, IndusInd Bank, RBL for the short term

Live Mint  

The financial sector is witnessing a short-term rally driven by a potential recovery in deposit growth as the RBI embarks on its anticipated easing cycle. Seshadri Sen, Head Of Research And Strategist at Emkay Global Financial Services Ltd believes lenders are still overvalued in the longer term, with fair value ranging at 1.5-1.7x PBV versus current levels of 2-2.8x. Also, …

Why diversification is still the best game for India’s retail investors
1 year ago

Why diversification is still the best game for India’s retail investors

Live Mint  

Retail investors are going through a very good phase. The FIIs had sold stocks worth ₹39,316 crore during September and October, a period during which domestic institutional investors net bought stocks worth ₹48,567 crore. As can be seen from Chart 1, the yield on the 10-year US treasury bond had been rising through the year, but it’s now falling, given …

’Market mood positive but keep valuations in mind; IT can be a good bet’
1 year, 7 months ago

’Market mood positive but keep valuations in mind; IT can be a good bet’

Live Mint  

In an interview with Mint, Arpit Jain, Joint MD at Arihant Capital said capital goods, railways, defence, hotels, FMCG and banking are some of the sectors that look attractive for the medium term. The prevailing market mood in India is positive, with many companies posting strong results in the last quarter of FY23 and the beginning of the new financial …

Jefferies’ Christopher Wood explains why Indian stock markets are underperforming
1 year, 11 months ago

Jefferies’ Christopher Wood explains why Indian stock markets are underperforming

Live Mint  

High valuation and FII selling are some of the reasons for underperformance of Indian stock markets at the start of this year, according to Christopher Wood, the Global Head of Equity Strategy at Jefferies, though he remains positive on Indian equities. Though Indian domestic demand story remains rock solid, challenge for stock markets remains high valuations, writes Christopher Wood in …

Can India Inc strong balance sheets nudge investments?
2 years, 6 months ago

Can India Inc strong balance sheets nudge investments?

Live Mint  

When the pandemic threw challenges early on, India Inc. turned into balance sheet repair mode, pouncing on low interest rates and surplus liquidity. “In a low interest rate regime, this capex rebound could partly be the reason for these companies to increase debt levels to finance some of the capex." The reasons could vary: for instance, the power sector saw …

Raghav's Take: Why Stocks Are at Lifetime Highs When Economy Is at Its Weakest?
3 years, 5 months ago

Raghav's Take: Why Stocks Are at Lifetime Highs When Economy Is at Its Weakest?

The Quint  

While there are and always will be several complex intersections to explain sky-high stock markets, I would zero in on a few critical and core factors. Indian stock markets, too, have been buoyed by this unrelenting inflow of dollars, shoving forex reserves to well above USD 600 billion. But India is also host to a unique and accelerating phenomenon that …

Retail investors in India rush to buy beaten-down stocks
4 years, 6 months ago

Retail investors in India rush to buy beaten-down stocks

Live Mint  

The resurgence in Indian equities despite the economic impact from the still-spreading coronavirus has bewildered professional investors. They’re piling into beaten-down stocks such as financials, telecom and high-quality drugmakers amid expectations that Asia’s third-largest economy may recover faster than expected as it gradually unlocks from the world’s biggest lockdown. Mirroring the rush of first-time investors who drove record sign-ups at …

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