HPCL | BPCL | IOC: Is there value and scope for outperformance in HPCL, BPCL & IOC? Dipan Mehta answers

HPCL | BPCL | IOC: Is there value and scope for outperformance in HPCL, BPCL & IOC? Dipan Mehta answers

Dipan Mehta, Director, Elixir Equities, says HPCL, BPCL & IOC are great trading stocks and you could get 15-20-30% return in a few weeks if you get the timing right. But from a longer-term perspective, I am not so sure. End of the day, there is a great deal of volatility in their earnings despite … Read more

Volatility: There be more ripple effects of Yen carry trade unwinding for India: Cameron Brandt

Volatility: There be more ripple effects of Yen carry trade unwinding for India: Cameron Brandt

Cameron Brandt, Director of Research, EPFR Global, says equity investors are treating market volatility as something of an opportunity and there is a bit of buying. Investors are coming in on lower valuations and cheaper entry points for ETFs in key markets. However, as investors are taking some risk off the table in high-yield bond … Read more

Dilemma before mutual funds investors: Buy now or wait till election results?

Dilemma before mutual funds investors: Buy now or wait till election results?

With the stock market behaving unpredictably in a highly volatile environment amid Lok Sabha elections, mutual fund investors are caught between fear and greed. On one hand, investors are fearing a correction as the market is already at peak and on the other hand the boom is bringing in FOMO. In the last month, sectoral/thematic … Read more

risk-to-reward ratio: ETMarkets Smart Talk: Chemicals & CRAMS sectors likely to get re-rated in FY25: Nimesh Chandan

risk-to-reward ratio: ETMarkets Smart Talk: Chemicals & CRAMS sectors likely to get re-rated in FY25: Nimesh Chandan

“Largecap stocks currently offer a better risk-to-reward ratio compared to midcaps and smallcaps,” says Nimesh Chandan, CIO, Bajaj Finserv Asset Management. In an interview with ETMarkets, Chandan, said: “We expect chemicals and CRAMS(Contract research and manufacturing services) sectors, which has been an underperformer for the past few years, to get re-rated as business improves this … Read more

Nifty: Consolidation breakout can take Nifty to 23,400: Analysts

Nifty: Consolidation breakout can take Nifty to 23,400: Analysts

The strength in the market is expected to continue this week. Technical analysts predict Nifty could reach 23,400. Recommended stocks for trading this week include Reliance, SBI, L&T, Tata Power, Tata Steel, JSW Energy, Granules, JK Cement, BEL, Ashok Leyland, TVS Motors, RCF, Tata Tech, and Tata Elxsi. DHARMESH SHAH HEAD OF TECHNICALS, ICICI SECURITIES … Read more

Tech View: Nifty forms Doji candle. What traders should do next week

Tech View: Nifty forms Doji candle. What traders should do next week

Nifty on Friday ended near the flatline after climbing the 23,000-mark for the first time in history. The index formed a Doji candle during the day after Thursday’s big bull candle. On the daily chart, Nifty continues to hold above the 20 and 50-day SMA, which is a positive signal. The 14-day RSI at 67.5 … Read more

Sebi’s new guidelines on market rumour to help in fair pricing of M&A, other transactions: Experts

Sebi’s new guidelines on market rumour to help in fair pricing of M&A, other transactions: Experts

Sebi’s new guidelines for managing stock price impact arising from market rumours will ensure that the share price used in the merger and acquisition (M&A), buyback, and other transactions are not artificially influenced by speculative market activities, experts said on Wednesday. Market rumours pertaining to a company’s business can create significant volatility in stock prices, … Read more

Systematic Transfer Plan: ET In The Classroom: Systematic Transfer Plan

Systematic Transfer Plan: ET In The Classroom: Systematic Transfer Plan

Investors who are bullish on the long-term prospects of the Indian equity markets, but believe valuations have run ahead and that the markets can be volatile over the next few months can stagger their investments using a systematic transfer plan or STP. WHAT IS A SYSTEMATIC TRANSFER PLAN? STP is a way to stagger money … Read more

JSW Steel: Full impact of capacity expansion will start coming in from FY26: JSW Steel MD

JSW Steel: Full impact of capacity expansion will start coming in from FY26: JSW Steel MD

Jayant Acharya, Joint MD & CEO, JSW Steel, says , from a volume perspective they are good to go. The hot strip mill in Vijayanagar has been commissioned. The integrated facilities are under commissioning in the next two months or so but as they ramp up, the production volumes will increase. Similarly, BPSL phase 2 … Read more

bond: Global bond play: With depth will come volatility, too

bond: Global bond play: With depth will come volatility, too

Mumbai: Foreign investors will welcome the depth and liquidity of the local market as India begins to feature on global bond indices, but once overseas ownership crosses a point, local dealers will have to contend with a new landscape of volatility that worldwide interconnectedness brings, a Bank of America trading veteran said. Vikas Jain, head … Read more