Sensex… Rolling returns… Expensive valuations… Head-and-shoulder patterns… Day moving averages…

Life in the stock market is full of such complicated words and terms. And these words can find their way into the news too.

Understanding financial news and developments, thus, can become hard. Not to mention the fact that you’ll need to track the implications of these events too. How else will you understand the real impact on your investments and finances?

That’s the aim of this section—Update you with the top share market news of the week in a way that you can understand. The idea is to take the latest development like market movements, earnings announcements, or even global events; explain why it matters to you; how it affects you, and its overall impact on the stock markets.

Here are the latest articles:

Evening Capsule: A look back at the financial markets for the day

Publish date: 22nd November, 2019

Stock markets are known for their volatility. But it can also be quite an exciting roller-coaster ride. Some find it interesting and enthralling. Others find it worrisome. Irrespective, if you're a stock market trader or investor, you need to keep yourself up-to-date with stock market developments. Here’s a summary look at the stock market trends and developments today.

Morning Capsule: Your pre-market news update

Published on: 22nd November, 2019

Stocks usually react to news developments. This is why investors and market participants usually keep a close eye on the news. It can give stock ideas and a general sense of a market trend.

A Budget for a New India – Uday Kotak

Publish date: 05th July, 2019

Read Uday Kotak’s view on the fiscal deficit target, announcements on NBFCs, the changes in the tax rate—especially for the rich, and other announcements in the Budget 2019 speech.

Weekly wrap-up: Market updates, news and insights for the week ending 05th July, 2019

Publish date: 05th July, 2019

There have been more news points in this week beyond the Budget. Read about all the news points that moved the markets here.

Highlights of Budget 2019

Publish date: 05th July, 2019

The following are the key takeaways that can be extracted from the Finance Minister’s maiden Budget speech in Parliament.

Budget 2019: Income tax highlights

Publish date: 05th July, 2019

While there’s been no change in income tax slabs from FY2018-19, there were other announcement in the Budget on the tax front. Read about them here.

What’s in Budget 2019 for investors and the industry

Publish date: 05th July, 2019

Here’s a look at the announcements made during the Union Budget 2019 speech that could be of interest to retail and institutional investors in India, as well as the industry as a whole.

Budget 2019: Key takeaways for currency derivatives traders

Publish date: 05th July, 2019

Revenue projections appear quite lofty, but bond market may not get too worried as now GoI will tap offshore too. However, some demand for INR bonds may be cannibalised by offshore bonds from foreign players.

What is Growth Investing

Publish date: 06th May, 2019

Growth investing style is highly attractive to many investors as buying stocks of growing companies can give you amazing profits. Read the article to know the guidelines for choosing growth stocks.

How to identify a good stock broker

Publish date: 06th May, 2019

Choosing a stockbroker is a crucial decision that must be made keeping in mind your current requirements and future aspirations.

Keep your Investments Close and Prospects Even Closer!

Publish date: 06th May, 2019

Understand the importance of a strong and balanced portfolio. Know what can make and break your investments!

How Technology has Changed Investing

Publish date: 06th May, 2019

The worlds of both investment and technology have drastically changed and so has the way we look at managing our wealth. Let's take a look at the different ways in which technology has changed our investing experience

Setting Financial Goals for Future: May the Odds Be Ever In Your Favour

Publish date: 02nd May, 2019

Just saving money is not going to cut it, what you need is a genuine plan of action to achieve your financial goals

Today’s Investor Through Amitabh Bachchan’s Bioscope

Publish date: 02nd May, 2019

Main aur meri tanhai, aksar yeh baatein karte hai...mein ye stock aise trade karta, wo bond khareedta...

What kind of a life do you get with an annual income of Rs 50 lakhs in India? How do you get there?

Publish date: 02nd May, 2019

Investing in a sound financial plan can help you retire in luxury and peace. Strategy, knowledge, discipline and perseverance are the cornerstones of primary Financial Planning. Read on to discover the best plan for you.

What is meant by BRICs nations? How does India gain from it?

Publish date: 02nd May, 2019

The bloc of nations known as BRICS (Brazil, Russia, India, China, and South Africa) has been the emergent force in the global economy this millennium. Why do they pack such a potent punch?

What GOT taught us about money, finance, and investing

Publish date: 30th April, 2019

Moving over bulls and bears, let’s see what dragons and direwolves can teach us about finance and investing! For, “Summer will end soon enough, and childhood as well.”

Being a financial All-Rounder: Lessons from Cricket

Publish date: 30th April, 2019

India is a cricket-crazed country!! Cricket in India is a legacy. From life lessons to investment lessons, it teaches us everything!!

Investing Tips from Famous Movie Dialogues

Publish date: 30th April, 2019

Movie dialogues can lend insightful financial wisdom. So, here are some important investing lessons to learn from these famous movie dialogues.

Importance of good corporate governance and how to spot the red flags

Publish date: 30th April, 2019

A good corporate governance encourages investors to put money in an organization that is governed by policies of transparency

All You Need to Know About Angel Tax

Publish date: 30th April, 2019

Angel tax is a major concern for Indian startups. Many Indian startups are receiving income tax notices on angel funding. But, what is angel tax all about?

smallcase of the week: Dividend Aristocrats

Publish date: 19th March, 2019

Dividends can be one of the many factors that people (and in turn the broader market) consider. As such, when it comes to investing to earn dividend income, identifying companies that are consistently increasing their dividends is a rewarding strategy.

Bond Ratings: What are they & how are they decided?

Publish date: 19th March, 2019

These debt securities are often rated by agencies based on several factors like the financial health and structure of the issuing company.

Can you ace this stock market quiz?

Publish date: 19th March, 2019

How much do you know about the stock market? This simple quiz will test your knowledge on stocks and investing.

Einstein's Theory of Relativity and Money

Publish date: 19th March, 2019

What can Albert Einstein’s theory of relativity teach us about money and investing? Read ahead to know more.

The Discipline of Investing

Publish date: 18th March, 2019

Do you want to follow the footprints of successful investors? If yes, then, inculcate discipline in investing! Know how a disciplined investment can help you in wealth creation.

World’s Top Investors and Their Investment Strategies

Publish date: 18th March, 2019

The topmost investors of the world are all individual investors who became successful by sticking to solid investment philosophies. Read on to know their investment strategies.

Investment Tips from the famous Monopoly

Publish date: 18th March, 2019

Did you play Monopoly with your friends, cousins, or family when you were a kid? Monopoly taught us some invaluable investment lessons! Know them here!

Beyond mere lip-service

Published on: 08th March, 2019

Lack of gender equity is a colossal loss for firms, says Kamlesh D Rao, MD & CEO, Kotak Securities

Equity, not equality

Published on: 08th March, 2019

Women need to be accepted as a woman—not like a man. If you can use different leadership styles to suit varying personalities, why not take into account some feminine elements? – Manjeet Dhillon, Senior Vice President and Head – HR & Admin, Kotak Securities

Why do stock prices move up and down?

Publish date: 26th February, 2019

Ups and downs are an integral part of any stock market. But, what affects these movements in stock prices? Read on to know more

How is the monetary policy in India decided?

Publish date: 26th February, 2019

Monetary policies of an economy mould its credit and financial stability with an aim to regulate inflation and cash flows

SEBI’s plan to launch Innovators Growth Platform to help startups

Publish date: 22nd February, 2019

Innovators Growth Platform has been proposed to infuse fresh investment and create a growth spurt in the startup ecosystem. SEBI proposes changes that can revolutionize the entrepreneurship environment in India.

Financial Planning: How can Senior Citizens Earn a Regular Income?

Publish date: 22nd February, 2019

Financial planning plays an important role to secure your life after retirement. While looking for investment options, senior citizens should focus on those instruments that have the potential to deliver both income and growth. Read on to know about the various investment options for senior citizens

A Kishore Kumar Song for Every Stock Market Emotion

Publish date: 22nd February, 2019

If you want something you’ve never had… you have to do something you’ve never done… - Kishore Kumar

Exploring Careers in Stock Markets

Publish date: 20th February, 2019

Do stock markets excite you? Do you want to make a living out of it? Know how to make a career in stock markets here!

The Stock Market Story- Why do Indians worry about US Markets?

Publish date: 20th February, 2019

What happens in the US stock market always has some impact on the Indian stock market? What worries the Indians?

Learning from the history of depression and stock market crashes

Publish date: 20th February, 2019

Every few years or decades, we witness a state of the market that is somewhat shaken. A stock market crash and depression is as important as a bull market and provides lessons for further development and growth

SEBI Regulations & Guidelines on Buyback of Shares

Publish date: 19th February, 2019

In order to protect the interest of investors in securities, SEBI has listed down regulations that a company must adhere to for buyback of shares. Read to know the SEBI guidelines on share buyback

The good, the bad, and the ugly-- a history of the stock market

Publish date: 19th February, 2019

The history of the Indian stock market is very rich and provides interesting learnings

Why is the Cash Flow Statement Important to Shareholders and Investors?

Publish date: 18th February, 2019

The cash flow statement is an important document for investors that helps them to evaluate how well a company is managing its cash

Behavioural Finance- Keeping Investor’s Emotion In Check

Publish date: 18th February, 2019

How can you take emotion out of investing and stay on the path to achieving your investment goals? Let’s study ways to deal with behavioural finance along with tips to avoid emotional trading

Weekly wrap-up: Market updates, news and insights for the week ending 8th Februray 2019

Published on: 08th February, 2019

It was an ok week for the stock markets, rupee as well as bonds, thanks to China and the US moving closer to ending their trade war. Not just that, other news developments affected the markets too. Click here to know what moved the markets in the week that was.

Earnings Season - Results Updates for Q2FY19

Publish date: 12th November, 2018

Every day, more and more companies are announcing their earnings for the July-September 2018 quarter. As stock investors, it’s important that you keep abreast of these news developments. More importantly, you need to know what the market is ‘expecting’ from the results. This often sets the tone for the stock’s movement pre and post results. Here’s where you can get all your updates.

Continue to be a long-term optimist: Uday Kotak on markets, economy, and IL&FS muddle

Publish date: 6th November, 2018

Despite the markets hitting a low point in the last few weeks, Uday Kotak feels normalcy will return. He believes that ‘the movie called India is a sound movie’ in the long run. He also touched upon the country’s economy, the IL&FS fiasco, and the uncertainties that come with state and general elections. The following is a quick lowdown on what Mr Kotak had to say on the eve of Diwali.

Here's what Diwali teaches your finances

Publish date: 6th November, 2018

Use these 5 Diwali practices and arrange your finances in the most lucrative way! After all, yeh Diwali, hai investment wali! Click here to read.

This Diwali, make your investments count

Publish date: 6th November, 2018

It’s that time of the year again! #Diwali, considered to be the most auspicious time to make money, is just around the corner. It is all about fresh beginnings, new financial habits, and making the most from the stock market. After all, stock investing can help you secure your future! So this Diwali, overcome your fear. Read how here

What to expect this Samvat 2075?

Publish date: 6th November, 2018

While the stock market may seem all dark and gloomy, it is important to look for the positive signs. After all, #Diwali is all about eliminating darkness. This Samvat 2075, know these 5 positives of the stock market and make your Diwali Shubh by being careful about your investments.

Government–RBI spat: What Section 7 of RBI Act means and why it was invoked

Publish date: 6th November, 2018

Unable to have its way, the government finally invoked Section 7 of the RBI Act, 1934. This mandates the government to give directions to the central bank in public interest. In its 80 years of existence, the section has never before been used by any government. Here is a look at what Section 7 of the RBI Act is all about and why it was invoked.

Your survival guide in choppy markets

Published on: 2nd November, 2018

Few would disagree that volatility in the stock markets is here to stay. Therefore, don’t be on the lookout for guaranteed returns in a troubled market. Instead, it may be a good idea to go back to the basics of investing at this stage. Here are 5 things to do when markets turn volatile.

Here’s why equity rules the roost and will continue doing so in the coming decade

Published on: 2nd November, 2018

According to Morgan Stanley, equity could be the best-performing asset class over the next 10 years. It believes equity can generate 16%-17% returns in the coming decade due to higher economic growth and better corporate earnings. Here are the reasons behind their outlook.

Here’s how mobile phones can help you bid for IPOs from January 1

Published on: 2nd November, 2018

Retail investors will be able to use UPIs from January 1, 2019, according to markets regulator Securities and Exchange Board of India (SEBI). It is likely to take around 3 months to set the process. This can be an important move for investors. Click to know why.

Do not save what is left after spending, spend what is left after saving

Published on: 31st October, 2018

The earlier you learn to save, the better it is for your future. However, don’t just save, investing what you save is also a habit that will ensure a bright future. This could be deemed to be the first step of financial planning. Here’s how you can inculcate a savings habit.

Seven reasons why Sensex, Nifty shrugged off its Monday blues

Published on: 30th October, 2018

This week opened on a positive note: both Sensex and Nifty gained more than 2% on Monday (October 29). In fact, at one point during the Monday trading session, the under-fire Sensex had surged by more than 800 points. So, what led to the revival of the markets on Monday? Let’s look at some of the reasons.

Five reasons why the market is wary of Bajaj Auto

Published on: 30th October, 2018

You know a company is in good hands when it reports a 25% year-on-year growth in sales volume. You feel even more assured if the company is looking to increase its market share. But that’s not the case when it comes to Bajaj Auto. The stock price fell 4% after the September quarter results. Here’s why.

Weekly wrap-up: Market updates, news and insights for the week ending 26th October

Publish date: 26th October, 2018

Even as domestic cues stabilized during the week, the global cues continued to play havoc due to a combination of trade wars and the fears of a global slowdown. Meanwhile, more companies reported their Q2 results. Some exceeded expectations. Some underperformed. Read all the important news for the week here.

Manappuram Finance to tap markets with Rs 1,000 crore NCDs up to 10.4%

Publish date: 24th October, 2018

Three-fourth of the capital raised will be used for expanding lending operations and to ensure better liquidity. The company will also look to repay or prepay the interest and principal of existing borrowings of the company. Click to read more.

Quarterly results snapshot: How did GSK, TVS Motors, RBL bank and other companies perform during the quarter?

Publish date: 24th October, 2018

Pharma heavyweight GlaxoSmithKline (GSK) and two-wheeler major TVS Motors reported their 2QFY19 results along a bunch of other important companies. Read on to discover how each of them fared.

Q2 results snapshot: How did GSK, TVS Motors, RBL bank and other companies perform during the quarter?

Publish date: 23rd October, 2018

Pharma heavyweight GlaxoSmithKline (GSK) and two-wheeler major TVS Motors reported their 2QFY19 results along a bunch of other important companies. Read on to discover how each of them fared.

Moody’s gloom: What is ailing Indian banks?

Publish date: 23rd October, 2018

We all know that Indian banks are not in the best of shapes at the moment. But Moody’s latest report rubbed salt into the wound: Indian banks are currently languishing at the bottom when compared to other BRICS nations — Brazil, Russia, China and South Africa. Click to know more.

Forget hiking rates, here’s how RBI has quietly tried to stem rupee slide

Publish date: 23rd October, 2018

On closer scrutiny, it seems that the RBI has indeed taken steps to cushion the rupee in the past few months. It has been active in the currency spot, currency forward and futures market to ensure the rupee doesn’t weaken beyond control. Click to know more.

How two time zones can help India’s economy

Publish date: 23rd October, 2018

Did you know that until 1948, India had three time zones — Calcutta Time, Bombay Time and Bagaan Time? It worked perfectly well then. Could two timezones work in today’s India? Let’s see.

HDFC Bank posts stable quarter with no major surprises

Publish date: 23rd October, 2018

Today, HDFC Bank is one of the biggest private sector banks with a pan-India presence. It announced an increase of 21.2% YoY in its income in the quarter ended September 2018. The profit after taxes also rose by 20.6% with gross non-performing assets (NPAs) at 1.33%, up from 1.26% a year ago. Here’s what our analysts have to say about the company’s performance.

Further tweaks in H1-B process will hurt Indian IT companies, but to what extent?

Publish date: 22nd October, 2018

Indian tech companies may find itself on the receiving end as the US government aggressively moves to protect American jobs. The US Department of Homeland Security’s (DHS) plans to double down on the H1-B visa policy comes amid its President Donald Trump’s fiery insistence on protecting American jobs. Here’s how it could impact Indian tech companies — both large and small.

IndusInd Bank Q2 results: IL&FS crisis casts long shadows over bank’s potential earnings growth

Publish date: 22nd October, 2018

IndusInd Bank didn’t have the best of quarters this time around, mainly due to the IL&FS shadow lurking overhead. So, let’s see how the IL&FS crisis has affected the bank in the quarter ended September 30:

Weekly wrap-up: Market updates, news and insights for the week ending 19th October

Publish date: 19th October, 2018

Large cos like RIL, Infosys, HDFC push Nifty lower. Some stocks, sectors resist the fall. Know which ones here

5 tips to survive a stock market crash

Publish date: 19th October, 2018

Every market dip or crash leaves traders and investors jittery. They start panicking, forgetting that a bull market is out there somewhere. Here are some tips that can help you bear a bear-run.

Reliance Industries Q2 results: Cash burn, rising debt take sheen off sure-footed showing

Publish date: 19th October, 2018

Even though the company’s headline numbers seem fine, a closer look suggests that the company’s capital expenditure, or capex — money spent to acquire other businesses or maintain/upgrade their assets — and debt levels have inched higher, which has added a dose of intrigue among market-watchers. Click to read our review for RIL Q2 results.

Infosys Q2 results: Strong overall performance despite margins glitch

Publish date: 17th October, 2018

Let’s start with the good news first: Infosys surpassed market expectations to clock higher revenue growth in the second quarter ended September 30. The bad news? The IT firm saw its operating profit margin shrink despite rupee depreciating 9.5% against the US dollar in the last three months. Here’s a detailed analysis of the company second quarter results.

Federal Bank—surprise performance makes it a stock to buy

Publish date: 17th October, 2018

Federal Bank’s better-than-expected performance has come as a pleasant surprise. The bank has a strong presence in Kerala, which is why the recent floods were expected to have a major impact on its performance. But, fortunately, loans needed less restructuring and provisions made by the bank were for other assets. This reduced the profit despite strong interest income growth.

Why buy Maruti shares despite falling sales?

Publish date: 17th October, 2018

Maruti has seen sales slowdown in the period July to September 2018. Sales are expected to be slower the rest of the year due to floods in Kerala, high fuel prices, and increased interest rates on loans. As sales in India slow, Maruti has the option of manufacturing for the export market and make up for slower sales in India.

Scattered rain may pour cold water on rural demand for consumer goods

Publish date: 17th October, 2018

FMCG, or fast-moving consumer goods, companies are a worried lot. A below-par monsoon this year can be attributed to their anxiety. The FMCG companies are skittish because they are concerned that this year’s below-average monsoon may affect rural demand. So, let’s go step-by-step to understand the depth of the problem.

How powerful is the Indian passport?

Publish date: 17th October, 2018

India ranks 81 in the world. It has improved from its previous standing of 86 last year. However, India’s position was a tad better a few back. In 2014, the country was placed 76, while it was 71 in 2006. Let’s look at how a strong passport help you.

TCS Q2 results: Why we have a Reduce rating

Publish date: 17th October, 2018

Tata Consultancy Services (TCS) delivered a healthy revenue growth in the second quarter ended September 30. The management also expects revenues to increase in double-digit for the rest of the year as it has already bagged a few mega deals this year. In addition, the IT giant’s revenues will be further bolstered by its ever-increasing digital arm of the company. Yet we have a reduce rating. Click to know why.

Invest in stocks the Mahi way

Publish date: 15th October, 2018

The saying — “smile and the world smiles with you, cry and you cry alone” — rings true in our lives. It’s no different with equity markets. Many people buy stocks when the markets are high and abandon them when they wobble. Let’s learn from Mahendra Singh Dhoni on how to tackle market volatility.

Weekly wrap-up: Market updates, news and insights for the week ending 12th October

Published on: 12th October, 2018

Nifty closes on a positive note after a week full of virtual carnage. Rupee too showed some signs of normalcy in the week. TCS helped improve sentiments with its second quarter results. More news developments affected the markets. Click here to read what moved the markets this week.

Worried about volatile markets? Here’s what you should do

Published on: 12th October, 2018

Life can indeed be tough in the stock markets. Then there are the perennial worries like a long bear market, wrong assumptions about market timing, etc. Instead of hitting the panic button during volatile market conditions, it is worth dwelling on ways to keep oneself steady. Here is a list to keep things simple.

QOTD: Has Technology sector topped out?

Published on: 12th October, 2018

Fall has been quite steep in technology stocks. Nifty IT index had made a high of 16360, and then witnessed heavy selling and fell to levels of 14410, which is nearly a 12% correction from the highs. Front line stocks have fallen between 10% to 15% and mid cap stocks between 20% to 40%. Here’s our advice on whether to bottom-fish or stay away.

Triple whammy for paint sector: Rough road ahead

Published on: 12th October, 2018

Paint is everywhere—protecting buildings and bridges, decorating cars, cupboards, and fridges. While some paints are now water-based to reduce emissions, most paints remain oil-based and use pigments to ensure a long-lasting effect. But the cost of pigments and crude oil inputs is on the rise. Complicating matters is the declining rupee. If paint manufacturers end up raising prices, business could suffer.

QOTD: Are we decoupling from the Global market trend?

Published on: 11th October, 2018

To answer this, we need to see the correlation between different markets in the short term & long term. Different factors affect the markets in the long and short-term. Click to know the answer to the popularly asked ‘question of the day’.

Netflix, Amazon Prime are changing Indian TV’s rules of engagement

Published on: 10th October, 2018

More and more people in India have started watching films and TV content over the internet. Known as OTT (over-the-top) services, this facility allows you to watch videos that you’d like to watch and at any point of time without subscribing to cable TV. This is slowly, but surely, changing the rules of the game and disrupting the TV industry. If you are an investor, read this!

QOTD: How moving averages could be used to gauge the market breadth & which sectors outperformed the recent fall?

Published on: 10th October, 2018

Market breadth can be identified by calculating the number of stocks trading, above or below a particular moving average. This gives an overview of the market sentiment and helps decide the future trend of the market. This is what the current SMA/DMA data suggests for the market. Click to read.

Part 4: Factors that can harness Nifty’s free fall

Published on: 10th October, 2018

September, especially, was a cruel month for Nifty — the index declined 6.4%, which is the worst monthly performance since February 2016. To be fair, October hasn’t started in the most auspicious of notes either. In the fourth part of this series, we discuss what can stem the Nifty’s free fall.

5 factors that can drive a 50% gain in Arvind stock

Published on: 10th October, 2018

It could very well be called ‘paanch ka dum’. Shares of Arvind Ltd., the flagship company of Lalbhai Group, could go up 50% from current levels if five factors play out well. The stock could touch Rs 450 if these engines start revving. Let us see which five factors can take Arvind shares up, up, and away.

Policy change at Bharat Electronics: Should stock investors worry?

Published on: 10th October, 2018

The shares of defence public sector undertaking (PSU) Bharat Electronics Ltd. (BEL) have become more than 50% cheaper since hitting a 52-week high of Rs 192. That should be enough for bottom-fishers to take a good look at this company, which is the lead integrator of Akash Missile systems. Are green shoots of value emerging in BEL stock? Click to know.

What is dampening the Indian stock market?

Publish date: 09th October, 2018

The answer lies in the sustained rise in Dollar Index. For next few days, focus would be more on the trend of the dollar index, which would keep our currency under pressure. Click to understand how the Dollar index is affecting the Indian market.

Part 3: Large-caps or mid-caps? Stock-picking in times of trouble

Publish date: 09th October, 2018

The Indian markets are getting a good shake-up right now. In such times of tumult, which stocks to buy, is it the right time to buy, whether to go for large-cap stocks or mid-cap stocks — are some of the common questions people usually have. In this article, we’ll run the rule over both large-caps and mid-caps and help answer some of these questions.

Part 2: Reasons why Nifty is walking a tightrope

Publish date: 09th October, 2018

The target is 10,800 by the end of the week, or else… It is a real-life cliffhanger facing the Nifty right now. But the question that arises is how did Nifty 50 find itself hanging by the wire? Let’s look at the reasons why.

Why RBI’s surprising decision to not hike rates makes sense

Publish date: 09th October, 2018

The Reserve Bank of India’s decision last week to not hike the lending rates has divided opinion. While some have criticized the central bank for being passive, economists on the other side of the fence believe it to be a well thought-out decision. Read more.

Part 1: Here’s why you should keep your eyes glued to the Nifty this week

Publish date: 09th October, 2018

This week will be a litmus test for stock markets, especially Nifty 50. The markets are likely to be in better shape if the National Stock Exchange’s benchmark index — Nifty — manages to go beyond 10,800 points in the next few days. But if it doesn’t, the Nifty could very well tumble to 9,100 points. Get all the reasons why here.

Weekly wrap-up: Market updates, news and insights for the week ending 5th October

Publish date: 05th October, 2018

Every week comes with a fresh set of bumper headlines. If last week the Nifty fell below 11,000, then this week it inched closer to 10,000 levels. All this thanks to multiple news points like the Rupee touching Rs 74 levels and the RBI’s surprising inaction. Get all the top news for the week that affects your investments here.

Interest rate status quo: RBI chooses growth guard over inflation fighting

Publish date: 05th October, 2018

The Reserve Bank of India (RBI) on Friday left key interest rates unchanged, which came as a pleasant surprise. This spares corporates and retail borrowers any additional interest burden on their loans that may have arisen if the central bank had raised the rates. Let us try to understand why the RBI chose to stick to the current interest rates even though the markets expected a 25 bps rate hike.

As luggage bags shed their traditional utilitarian tag, here is the stock to buy

Publish date: 05th October, 2018

In the stock market, however, luggage bags are money-making opportunities you should pick up with all your might. In 1971, a small company was established in India by Dilip Piramal. It is now Asia’s No. 1 luggage manufacturer. After a decline of over 30% in the company’s share price in the last two months, it is time to get bullish about this proven wealth-generator. Read on to know why we are so optimistic.

Here are stocks that are moving above their 50-day moving average

Publish date: 05th October, 2018

Smart traders who rely on technical analysis use simple moving averages (SMA) to spot potential opportunities. Even as domestic markets succumb to intensive selling, some stocks are witnessing positive breakouts. Here is a list of stocks that are moving above their 50-, 150-, and 200-day averages.

Mphasis buy-back: Here’s what you need to know

Publish date: 05th October, 2018

The much-awaited buyback of the Rs 21000-crore IT services company Mphasis is here. So, investors and shareholders who want to tender their shares in this buy-back process can do so at a price which the company considers fair. Let us find out about this more.

Why GST collections need to hit Rs 1.2 lakh crore every month from October

Publish date: 04th October, 2018

The central government intends to deliver on its promise of keeping gross fiscal deficit at 3.3% of the GDP. To help it achieve the target, the GST run rate needs to reach nearly Rs 1.2 lakh crore per month in the second half of the ongoing financial year. Read on to know more.

Even as markets slump, over 40 stocks show strong bullish bar reversal

Publish date: 04th October, 2018

Trends are good friends to a stock trader. As the domestic markets turn topsy-turvy in the face of a weak rupee and foreign investors' selling, it is easy to be depressed. But not everything in the market is bad. Bar patterns are short-term patterns that can indicate a change in the fortunes of a stock. And we found over 40 stocks that are showing a change for the better.

How the domino effect works in markets

Publish date: 03rd October, 2018

When Lehman Brothers collapsed in the US in 2008, the domino effect it created hit economies across the world, including India, which is located more than 8,400 miles away. Financial markets today are closely interlinked and driven by trust. So, when there is a trust deficit, fear takes over. In such times of crisis, investors make errors of judgement, only worsening the situation. Let us find out how the domino theory applies to financial markets.

Will the extra cost of insurance hurt two-wheeler stocks?

Publish date: 03rd October, 2018

The prices of two-wheelers are likely to rise further as ABS/CBS (anti-lock braking system/combi-brake system) will become compulsory by April 2019. When the BS-VI norms come into effect by April 2020, the rates will shoot up further. Would you buy a two-wheeler if the prices rise? Many people would rather not. Such a trend could slow down volume growth for two-wheeler, hitting earnings in the sector.

Apollo Tyres to keep trucking amid numerous pitfalls

Publish date: 03rd October, 2018

Apollo Tyres, like its peers, has come unstuck in the last couple of years. To make matters worse, the tyre manufacturer faces a welter of controversies and pain points. From rising input costs to protests against the high wages of the top brass, the company is in the midst of a bruising battle. So, let’s run the rule over the looming problems and gauge whether the company can ride the storm and emerge unscathed.

Will TCS outperform Infosys in terms of Q2 results?

Publish date: 03rd October, 2018

TCS shares have gained 81% in the last 12 months, about 15 percentage points more than Infosys shares. The technology services company from the Tata Group has become the gold standard of Indian IT growth story, replacing long-time poster boy Infosys. With the second quarter earnings out soon, will TCS lord over Infosys yet again? We feel so. The September quarter is a seasonally strong quarter for IT companies, but TCS seems stronger than Infosys on different counts.

After scary September, will it be 'okay October'?

Publish date: 01st October, 2018

Continued rupee depreciation, higher crude prices, default from large financial institutions like IL&FS, higher yields, and corresponding stress in non-banking financial companies (NBFCs) have played havoc with investor sentiment in September. With market valuations having seen a correction, will October be a month of turnarounds or tumult?

Two-wheeler industry’s in the fast lane, but will it hit a bump?

Publish date: 01st October, 2018

The last few months have been a smooth ride for the two-wheeler industry. But is the momentum likely to last going forward? It doesn’t appear so, thanks to an increase in the on-road price of a two-wheeler. So, let’s deep-dive to understand why two-wheelers are set to cost more in the next 12 to 24 months.

Weekly wrap-up: Market updates, news and insights for the week ending 28th September

Publish Date: September 28, 2018

Big news of the week: Nifty fell below key level of 11,000 while rupee and bond yields showed some recovery. But, some threats remained like the rise in crude oil prices and liquidity troubles. Get all the top news for the week that affects your investments here.

No paper tigers: How Indian paper stocks can gain from China

Publish Date: September 28, 2018

China came out with stringent regulations to curb air pollution. The measures include intensified production cuts across many regions, thus leaving a long paper trail. This has helped the prices of various commodities, including paper, to hold fort or even surge in an otherwise laidback season. This has implications for Indian paper companies. Positive or negative? Click to find out.

Oil trade: Buy upstream companies, but avoid downstream stocks

Publish Date: September 28, 2018

The Indian government on Wednesday hiked the import duty on 19 items including jet fuel. So, on Thursday, the shares of oil marketing companies (OMCs) like IOC were under some pressure. With crude oil prices and the US dollar on the rise, are OMCs a good bet or a bad one? Read on to know more.

How US Fed’s rate hike can impact India

Publish Date: September 27, 2018

The US Fed boosted the lending rate from 2% to 2.25% — this is the eighth such hike since late 2015. Expectations are the Fed may introduce further rate revisions in December and three more in 2019, raising the specter of strong capital flight from India. So, let’s understand how a hike in US lending rates can affect the Indian economy.

Is hiking import duty the best way to save a falling rupee?

Publish Date: September 27, 2018

The government has hiked import duty on 19 major commodities to support a falling rupee and deteriorating current account deficit. But will these measures help? We do not think so, except maybe for a couple of sessions.

Aadhaar verdict: What it means for you

Publish Date: September 26, 2018

The Supreme Court cleared the air around the Aadhaar on Wednesday. It ruled it constitutional, albeit with certain limitations. The strike down of the section means you no longer have to link your Aadhaar for a host of services, unless you want to seek government subsidy or benefits. Here’s where you need and don’t need your Aadhaar.

Why freight rates are indicating big economic activity in recent months

Publish Date: September 25, 2018

Freight rates are prices at which certain goods are delivered from one point to another. So, in a way, freight rates are a proxy for broad-based demand. Cargo moves when there is a need. Data shows that these rates have shown increase in seasonally weak quarters. The rise in these rates indicates that the growth is coming from actual demand. Read on to know more.

Searching for value? Keep an eye on consumer product stocks as they correct

Publish Date: September 25, 2018

With the stock market seeing some long due correction, many quality stocks are available at a discount. We believe that investors should definitely keep an eye on consumer product stocks as they correct more. Read on to know what our stance is on the sector and which stocks we prefer.

All you wanted to know about the Garden Reach Shipbuilders IPO

Publish Date: September 25, 2018

The initial public offering (IPO) of the Government of India-owned Garden Reach Shipbuilders & Engineers Ltd (GRSE) is here. About 2.92 crore shares are available within a price band of Rs 115 to Rs 118. Let us find out about the pros and cons of the GRSE IPO.

Fuel prices on fire: The what, why, how and what now

Publish Date: September 25, 2018

One can’t fault you if you get spooked at the sight of a petrol pump these days. With Halloween not very far away, it won’t be a surprise if you see schadenfreude enthusiasts decked in gas station-themed costumes just to make your heart skip. Let’s look at why petrol pumps are giving us the chills

First India REIT launch on anvil: How it can right the wrongs in real estate sector

Publish Date: September 24, 2018

Blackstone Group and Embassy Group are set to launch the first Real Estate Investment Trust (REIT) in India, according to media reports. REITs are a bit similar to mutual funds where money is collected from investors and then invested in commercial properties. Here’s what this means for you.

DHFL, IL&FS’ Friday horror show: Past, present and future tense

Publish Date: September 24, 2018

Keep calm. That’s the underlining message coming out of India’s central bank, securities regulator and the government following last week’s credit market bloodbath. But what compelled the bigwigs to issue such a statement?

All you need to know about India’s largest insurance scheme

Publish Date: September 24, 2018

Part of the government-funded Ayushman Bharat healthcare mission, the Pradhan Mantri Jan Arogya Yojana (PMJAY) will provide Rs 5 lakh cashless insurance policy to 10 crore households in the first year. The project will also aim to introduce 1.5 lakh health and wellness centers by 2022. These centers will be equipped to handle cancer, diabetes and blood pressure problems. Get all the details here.

Weekly wrap-up: Market updates, news and insights for the week ending 21st September

Published on: 21st September, 2018

From Rupee showing signs of recovery to China retaliating with $60 billion worth of tariff on US import, this has been a very happening week. To know what you've missed, read here.

Has China's central bank manipulated global trade?

Published on: 21st September, 2018

There is no doubt that China today is a trading powerhouse. In fact, it has often been cited as the gold standard for other emerging market economies, including India. But what if we told you that China's central bank has manipulated global trade? Yes, that is one of the conclusions we can draw. Read on to know why.

Candy crush: What's driving the sweetness in sugar stocks

Published on: 21st September, 2018

Sugar stocks are on a high. They have been in the limelight post the ethanol price hike. Recently, the Union Cabinet approved an increase in ethanol price by up to 25%. Is this what is driving the sweetness of sugar stocks? Let us find out.

RBI's No to YES: What is the fuss over YES Bank's CEO tenure?

Published on: 21st September, 2018

Yes, the private sector bank may get a new chief executive officer (CEO) in early 2019. The incumbent Kapoor, who is credited with establishing YES Bank's credentials as a lender, is all set to step down in end-January. The Reserve Bank of India (RBI) rejected an extension of tenure for him. YES Bank's stock price has reacted negatively. What's happening? We will explain.

MSCI India Index Outperforms the MSCI Emerging Market Index

Published on: 21st September, 2018

Currently, the MSCI India Index is trading at a lifetime high premium of 67% against the MSCI Emerging Market (EM) Index, a 15 month high. MSCI EM index has fallen more than 11% for the period from the beginning of the year to the present (year-to-date). Here's why

This MNC stock can give 12% returns in three months

Published on: 19th September, 2018

The markets are showing signs of weakness, but there may still be a way to earn handsome profits. A favourable confluence of technical and fundamental factors is at work, ensuring that this nearly Rs 35,000-crore company is well placed to gain financially. If you have a three-month time horizon, the stock can generate a 12% upside. Without further ado, let us tell you why we at Kotak Securities think Siemens Ltd., the flagship listed company of Siemens AG Group in India, is a reliable bet.

Bank of Baroda, Vijaya Bank, Dena Bank merger: All you need to know

Published on: 19th September, 2018

The proposed merger of Bank of Baroda (BoB), Vijaya Bank and Dena Bank will be an acid test for the country’s banking future. Although State Bank of India (SBI) and its five associate banks have been merged successfully in the past, an amalgamation of three government-owned banks to create India’s third-largest bank will be a Herculean and an unprecedented task.

August inflation data was soothing, but will it last long?

Published on: 19th September, 2018

The Indian economy needed a dose of good news. And it got one in the shape of the August inflation data. The tonic was needed because for weeks now, the economy’s nerves have been shot battling high global crude oil prices and consistent weakening of the rupee. On closer scrutiny though, the data was a mixed bag.

Rupee falling? No need to hit the panic button… yet

Published on: 18th September, 2018

The Indian economy, at the moment, is like a cat on a hot tin roof. It seems to be edgy due to a falling rupee. Globally, the growing intensity of the US-China trade war and high crude prices haven’t helped matters either. The deepening crisis has sparked a growing clamor for government and central bank intervention. Talks of increasing interest rates and floating NRI bonds have gained steam. But would that be a good idea?

How Infosys is regaining digital mindshare through acquisitions

Published on: 18th September, 2018

Technology services giant Infosys is regaining its mojo on the digital front. After a very public spat between the former CEO and the founders, the company has been constantly in the news for the wrong reasons. The tech bellwether has seen a spate of high-profile exits recently. So, when on September 14 the company announced its Euro 65-million buy of Fluido, there was finally a reason to rejoice.

How Flipkart’s interest in Hotstar can reap dividends

Published on: 18th September, 2018

Flipkart, which was acquired by Walmart a few weeks back, has apparently held talks with Star India-owned Hotstar officials about a deal that could expand their footprint in the digital space. The preliminary talks come at a time when streaming giants Netflix and Amazon have bet big on India’s burgeoning online video demand market. Here’s what we know so far and how it can help Flipkart.

Why what women wear matters to TCNS Clothing stock

Published on: 18th September, 2018

With a reliable track record of scaling up new brands, stable margin profile, and anticipated improvement in cash generation, it offers an attractive proposition. If women spend more on apparel, that’s good news for this recently listed stock, which promises out-sized gains. This potential winner is about our womenfolk and shopping. Read on to know more.

Why Govt's forex measures may not be enough to stem rupee fall

Published on: 18th September, 2018

Finally, over the weekend the government came out with a multi-pronged prescription to cure the malaise. The measures are aimed at increasing capital flows and reiterating the commitment to stick to fiscal deficit targets. But structural challenges and adverse global conditions will keep the risks of INR depreciation alive. Here’s what we think of the government’s measures.

What does a high Current Account Deficit mean to Investors?

Publish date: 17th September, 2018

India’s Current Account Deficit (CAD) has widened to a four-quarter high at 2.4% of GDP in the June Quarter from 1.9% in the previous quarter. This can go up to 2.6% of GDP in 2018-19. Let’s discuss what CAD is and its impact on investor’s sentiments.

Will the five-pronged government strategy steady the Indian economy?

Publish date: 17th September, 2018

A $10 billion capital flight has hobbled the Indian economy. Contagion fears among foreign investors has consequently roiled the current account deficit (CAD) and the strength of the rupee. Keeping the current turmoil in mind, the Indian government on Friday sounded out a raft of measures to increase capital flow in the country. But are these good enough? Let’s have a look.

Weekly wrap-up: Market updates, news and insights for the week ending 14th Sept

Publish date: 14th September, 2018

Stock markets are known for their volatility. But it can also be quite an exciting roller-coaster ride. Some find it interesting and enthralling. Others find it worrisome. Irrespective, if you're a stock market trader or investor, you need to keep yourself up-to-date with stock market developments. Here’s a summary look at the stock market trends and developments today.

Why market may be overdoing its fear of Ind-AS impact on NBFC stocks

Publish date: 14th September, 2018

With one quarter of reporting, NBFCs already show the effect of following the standards. For some of these companies, the Ind-As adjustment has hit where it matters the most: bottom line or profit after tax (PAT). As a result, NBFC stocks have received some negative treatment due to the fear of Ind-AS effects. Yet, the market may be too pessimistic in its assessment. Read on to know why.

Cautious, not concrete, on cement stocks outlook

Publish date: 14th September, 2018

Why are investors not ready to pay top dollar for cement stocks in the world’s fastest-growing major economy? Various factors are at play, and these are forcing investors to adopt a cautious stance. Sluggish cement prices, anticipated cost pressures, and expensive valuations have formed a troublesome troika. Let’s do a deep-dive.

Will HDFC Life's loss be Axis Bank's gain?

Publish date: 14th September, 2018

Axis Bank has formally announced the appointment of Amitabh Chaudhry as MD and CEO of the bank for three years beginning 1 January 2019. The announcement could have wide implications for Axis Bank, as the lender recovers from its balance sheet and perception problems. Let’s look at the key monitorables that Axis Bank investors should watch out for.

Why India’s biggest steelmaker is a sell

Publish date: 14th September, 2018

Steel drives India, but the stock of India’s biggest steelmaker may not be a good bet currently. After a spurt of over 19% in the last one month, JSW Steel shares may be running out of steam. Click to read why

IL&FS credit downgrade to create ripples among banks and mutual fund houses

Publish date: 12th September, 2018

Infrastructure Leasing and Financial Services’ (IL&FS) bonds and long-term loans were downgraded to junk status by ratings agency ICRA last week. Here are the reasons for the downgrade and its impact on banks and mutual fund houses

Rupee's fall in value against the US dollar: What can the government do?

Publish date: 12th September, 2018

News of measures targeted at Rupee, over the weekend, has calmed nerves and pulled USDINR closer to 72.00 levels from near 73.00 levels on spot. We have seen this movie before. For folks who were trading USDINR during 2011-2013, know almost every day we used to hear about such verbal intervention. What measures can GoI announce? Here’s the answer.

Why understanding valuations is key to IPO investing

Publish date: 12th September, 2018

As the IPO market has become active now, most PE/VC investors are planning their exits. But, not every IPO can give you bang for your buck. Out of the 19 IPOs that have got listed in 2018 so far, 11 are trading below their respective issue prices. This means it is very important to buy the right IPO at the right price. Let us understand the important factors that should drive your IPO investing journey.

Why Sensex rose 300 points and the rupee recovered from record lows

Publish date: 12th September, 2018

The Indian share market and currency market have been buoyed by news reports of the Indian Prime Minister Narendra Modi planning to take stock of the economic situation on Saturday. Here are all the details.

How do price movements of raw materials impact a company’s profitability?

Publish date: 12th September, 2018

Generally, the two most common ways for a company to increase its profits is to increase its revenues or decrease its input costs. In this article, let’s examine how a rise in input costs can impact the profits of companies in different sectors.

Aurobindo Pharma is spreading good vibes in the market: All you need to know

Publish date: 12th September, 2018

Drug company Aurobindo Pharma acquired Sandoz Inc’s dermatology business and three manufacturing facilities in the US for an initial cash payment of $900 million on Thursday. The deal seems to be a win-win for both Aurobindo and Novartis.

Direct mutual fund plans: Why you should take note of them

Publish date: 12th September, 2018

Many companies have recently announced plans to sell direct mutual funds. So, why are companies suddenly switching to selling direct plans for regular ones? And how do they differ from regular plans? Click here to know.

Emerging markets have taken a beating: All you need to know

Publish date: 12th September, 2018

Amplified global crude oil prices, skewed balance of payment due to currency depreciation, ongoing US-China trade war and China’s slow and structural growth have set the cat amongst the pigeons in the emerging markets, especially the Fragile Five.

Weekly wrap-up: Market updates, news and insights for the week ending 7th Sept

Publish date: 07th September, 2018

More things happened this week beyond Rupee’s move beyond Rs 72/$ and the Supreme Court’s ruling against Section 377. You’ll find all the important news developments here along with related research reports. Click to read.

Payments banks are different from commercial banks: All you need to know about them

Publish date: 07th September, 2018

The government of India launched the India Post Payments Bank on September 1. But before we look at the facilities offered by the India Post Payments Bank, let’s understand what a payments bank is.

How high crude oil prices and Iran dilemma will impact India

Publish date: 07th September, 2018

India finds itself in an oily situation. For a country that needs to import more than 80% of its oil requirements, it isn’t surprising. Blame it on the rising crude oil prices. With crude prices likely to hover around the $80 mark in the near future, let’s look at what impact it will have on the Indian economy.

What’s in store for markets in September?

Publish date: 07th September, 2018

India finds itself in an oily situation. For a country that needs to import more than 80% of its oil requirements, it isn’t surprising. Blame it on the rising crude oil prices. With crude prices likely to hover around the $80 mark in the near future, let’s look at what impact it will have on the Indian economy.

Why are consumer sector stocks falling: 4 things to know

Publish date: 07th September, 2018

Fast Moving Consumer Goods or FMCG are companies that create and distribute products that are frequently bought by the consumers. Usually, these are low-risk stocks with stable returns and regular dividends. Over the past one week, a sharp selloff was witnessed in shares of these companies. The Nifty FMCG index is down 5.4% against a NSE Nifty fall 1.4%. Here are 4 things you may want to know about the fall in consumer sector stocks.

Fastest mobile network in the country? Here’s what Ookla’s results tells us

Publish date: 05th September, 2018

Telecom operators’ need for speed has never been more important than ever before. While the government-approved Telecom Regulatory Authority of India (TRAI) data hands the title to Reliance Jio, the US-based Ookla reports have consistently shown Airtel to have the fastest mobile network in the country.

United Breweries witnessing accelerated growth

Publish date: 05th September, 2018

The maker of Kingfisher beer, showed a 180-degree swing from year-beginning to year-end, in the previous year. Here are a few points on what contributed towards the stock’s accelerated growth.

This Teachers’ Day, let us learn from the Stock Market

Publish date: 05th September, 2018

Earlier, we had written about being your own guru in the world of investing as well as about Guru Purnima. Today, since it is September 5, this article will discuss the important lessons stock markets teach us:

Godrej Consumer Products divests 100% stake in UK business: Things to know

Publish date: 04th September, 2018

The UK subsidiary’s contribution to GCPL’s overall revenues had been heading south over the past decade. It stood at a mere 4.7% last year. GCPL justified the sale by saying it wants to optimise its portfolio as a long-term strategy and concentrate on emerging markets.

Real estate sector to be hit hard if construction ban is prolonged

Publish date: 04th September, 2018

In a severe setback to the real estate sector, the Supreme Court of India has banned construction activities in Maharashtra, Madhya Pradesh, Uttarakhand and Chandigarh until October 9. The move will particularly impact real estate companies, cement-makers and steel industries.

What is driving the rupee: Everything you should know

Published on: 03rd September, 2018

It has been a tough year for the Rupee. Rupee has weakened against most of its peers in the EM basket as well against almost all major currencies in the developed market block. There may be a few domestic pressures. However, the real worry for the Rupee are mostly global in nature. Read on to know.

Why Maruti Suzuki shares fell post August sales data

Published on: 03rd September, 2018

The share price of Maruti Suzuki, India’s largest car manufacturer saw a decline after it posted its sales numbers for August 2018. The share price fell by Rs 220 (or 2.42%) to Rs 8,896 at the end of trading on Monday. Here’s why the company’s share price took a tumble.

Weekly wrap-up: Market updates, news and insights for the week ending 31st August

Published on: 31st August, 2018

This was the week the Rupee hit an all-time high touching Rs 71/$. But there were other big news in the week. Get all the details here.

Here are steps to file income tax returns online

Published on: 31st August, 2018

As the deadline to file Income Tax Returns (31 August) approaches, make sure you file yours online – on any device, from anywhere, and at your convenience! All you need to do is follow the following steps.

Power sector bad loans: All you need to know

Published on: 30th August, 2018

India’s total power sector debt is pegged at 1.2 lakh crore. As many as 60 companies owe that money to banks. There are many factors responsible for the stress in the power sector. Here is all you need to know about India’s Power NPA story.

What the Q1 numbers say about the health of Indian banks

Publish date: 30th August, 2018

After a dismal FY18, the first quarter earnings of banks in FY19 were not spectacular, to say the least. But our analysts remain positive on the outlook for the banking sector. Dalal Street may not have much to cheer about anytime soon, but here is a checklist we found to be particularly heartening. Click to read.

Jet Airways in deep red for second consecutive quarter

Publish date: 30th August, 2018

The cash-strapped airline reported a loss of Rs 1,323 crore this quarter, which is the second consecutive Rs 1,000 crore-plus quarterly loss. The unabated bleeding has got tongues wagging about Jet’s ability to sustain its operations. Read more here.

Major Milestones: Nifty from 1,000 to 11,000

Publish date: 29th August, 2018

The Nifty breached the 11,000 mark this year for the first time. This was after an International Monetary Fund (IMF) report showed that India was set to be the world’s fastest growing economy in 2018-19. Nifty crossed some interesting milestones in its journey from 1,000 to 11,000 points.

Major Milestones: Sensex from 100 to 38,000

Publish date: 29th August, 2018

The index has been on a growth trajectory with hitting fresh lifetime highs on July 12 and trading above 36,500 mark. This was mainly due to positive earnings, reduced fiscal deficit targets and continued foreign portfolio investment (FPI) inflows. Recently, SENSEX crossed the 38,000 mark in August 2018. Here are few interesting milestones from this journey of SENSEX.

Sensex, Nifty hit a record high on strong global cues; Rupee against dollar rises

Publish date: 29th August, 2018

The BSE 30-share Sensex touched an all-time peak of 38,989.65 points on the back of strong buying by domestic investors ahead of the expiry of August futures and options (F&O). Shares of Index heavyweight RIL were trading at an all-time high of Rs 1,304.30. The rupee too rose against the dollar. Here’s our take on the market development.

Jet Airways readies plan to sell JetPrivilege stake, wet-lease small planes

Publish date: 29th August, 2018

Two consecutive quarterly losses have forced India’s oldest private airline, the Naresh Goyal-led Jet Airways, to consider a slew of fundraising measures that include diluting its stake in the joint venture with Etihad Airways, wet leasing some of its ATRs and finalising liquidity support.

All you need to know about filing Income Tax Returns

Publish date: 28th August, 2018

The last date to file your income tax return is July 31. However, the government has extended the date this year to August 31. In case if you have not done so yet, do it by the due date to avoid any future penalties. Here’s how you can.

Telecom turmoil: Jio juggernaut aside, incumbents on the ropes

Publish date: 28th August, 2018

Reliance Jio’s eye-grabbing tariff plans have rocked the boat of the big two incumbents: Bharti Airtel and Idea-Vodafone. In the quarter ended June, both Bharti Airtel and Idea-Vodafone did report profits, but the numbers don’t tell the tale really. Here’s what you need to know.

Warren Buffett’s Berkshire Hathaway confirms investment in Paytm

Publish date: 28th August, 2018

This is the company’s first investment in a privately-held tech company in the world. It’s also Berkshire Hathaway’s first investment in an Indian firm in seven years. Here are all the details you need.

Attractive interest rates jazzes up Andhra Pradesh’s Amaravati Bond

Publish date: 28th August, 2018

The Andhra Pradesh government issued bonds worth Rs 2,000 crore in a bid to build its capital city Amaravati. They were oversubscribed by 1.53 times. Here is everything you need to know about the bonds.

What you need to know about the high profile exits from Infosys

Publish date: 27th August, 2018

Infosys Chief Financial Officer (CFO) M.D. Ranganath recently announced his decision to quit the company to “pursue professional opportunities in new areas”. This is the latest high profile departure in a long line of exits from the Bangalore based IT giant. Here’s everything you need to know about the story of attrition at Infosys.

What do the first quarter numbers say about growth in the technology sector?

Publish date: 27th August, 2018

The technology sector followed a well-tread path when it came to its first quarter results. A few companies delivered good returns while the management commentary for all companies indicated optimism. However, there is a small twist this time. Following years of deceleration, the industry is finally set for growth. Here are a few interesting findings from the results of Q1FY19.

Weekly wrap-up: Market updates, news and insights for the week ending 23rd August

Published on: 24th August, 2018

US Fed’s rate hike hint, L&T’s buyback, SEBI tackles high MF expense ratios, and so much more. This has been one news-heavy week. Read all about it here.

Economy: IIP: Continuing to signal gradual recovery

Publish date: 24th August, 2018

The Index of Industrial Production (IIP) registered a five-month high of 7% in June 2018, rising from 3.93% in May. This, being a sign of recovery, is still below the 7.4% IIP growth in January. Here are reasons for the robust growth.

L&T buyback: what do the experts say?

Published on: 24th August, 2018

Another major company making air-waves in this regard is Larsen & Toubro (L&T). The board of directors of L&T are set to meet on 23 August to consider a buyback of equity shares. Here is the experts’ take on this story.

Why we are cautious about cement sector stocks

Published on: 24th August, 2018

The cement sector’s performance in the first quarter of FY19 was broadly in line with analysts’ expectations. The volume growth during the quarter kept the sector afloat amidst rising prices and increasing costs. Going forward, the story has not changed a great deal.

ZEE’s movies, web series to now be shown on Airtel TV

Published on: 24th August, 2018

Zee Entertainment Enterprises (ZEE) have signed a three-year content-sharing partnership with Bharti Airtel to expand OTT (over-the-top) digital footprint in the country. The development comes days after ZEE removed all its content from Reliance Jio. Here are the details

All you need to know about Alibaba-Reliance’s rumoured partnership

Published on: 24th August, 2018

The drumbeats are getting louder. Alibaba is planning to expand its footprint in India. Not shy of making a grand entry, a livemint.com report suggests that the Chinese retail giant is planning to pool resources with Mukesh Ambani’s Reliance Retail to build a “mega” entity in the country.

Should Senior Citizens Invest in the stock market?

Published on: 24th August, 2018

Investing in a volatile and quick changing stock market may not seem appropriate for them, but our elders and senior citizens have a hidden arsenal of strengths that can serve them well – if they were to begin investing or trading.

Everything you need to know about US stocks’ longest bull run

Published on: 24th August, 2018

3,453 days! That’s the number of days the US stocks have been on a bull run for — arguably the longest such rally in its history. The previous best run was between October 1990 and March 2000, the time when the dot-com bubble went bust. Is the current run running dry soon?

Both investors and traders can benefit from this characteristic

Published on: 24th August, 2018

As in the religious word, frugality benefits companies, which are well set on the path of growth. They are often favoured by investors and traders. Let us look at the reasons why such companies can be considered.

Upcoming IPOs of 2018

Publish Date: August 23, 2018

The equity markets are witnessing an exciting year in 2018. From the period of January to June this year, 19 companies have been listed on the bourses, having raised Rs 26,470 crores through their companies’ respective IPOs. Here’s a look at 29 enterprises that have an IPO on the cards.

Weekly wrap-up: Market updates, news and insights for the week ending 17th August

Published on: 17th August, 2018

Global headwinds, rupee’s all-time new low, high trade deficit, and so much more. This has been one news-heavy week. Read all about it here.

5 major economic decisions under PM Atal Bihari Vajpayee

Published on: 17th August, 2018

Former Indian Prime Minister, Atal Bihari Vajpayee passed away at the AIIMS hospital on 16 August at the age of 93. The policies he implemented during his tenure as the Prime Minister have paved the way for economic growth in the country. Here are 5 major economic decisions taken during the Vajpayee government that shaped the Indian economy.

4 questions you may have about rupee depreciation

Published on: 17th August, 2018

It’s natural to have questions when so much is happening. Economics and finance, in particular, can be quite confusing with myriad rules and exceptions. Here are answers to 4 important questions you may have..

Contagion effect of China on World Markets

Published on: 17th August, 2018

A slowdown in the Chinese economy is a big problem for the rest of the world. On 15 Aug 2018, the Chinese Yuan hit a fresh low of 6.95 yuan per USD. The Chinese equity markets too plunged by nearly 2%. Even a marked recovery by Turkish Lira, almost 18 per cent, was overshadowed by the Chinese concerns. This affects every body. Here's how.

How India Inc. fared in Q1 FY19

Published on: 17th August, 2018

India Inc. got off to a flying start in the June quarter. Net profits of the Kotak Institutional Equities (KIE) universe of corporate India increased 12.5% y-o-y. Its net income increased to 14.4%, exceeding our expectations. Here is an overview of how corporate India performed in Q1 FY19.

Indian markets: Caught in the trade war crossfire

Published on: 16th August, 2018

The Indian equity markets are at risk due to strengthening US dollar and a full-blown trade between Washington and Beijing. The Nifty will be able to withstand the global churn if it remains above the 200-day moving average (DMA), which is placed at 10,600. Plus there are other risks too. Read here.

Rupee at 70, what should you do?

Published on: 16th August, 2018

As India celebrates its 71st Independence Day, the Indian rupee breached the 70-mark for the first time ever in its history. With the rupee navigating unchartered waters, is it a time to worry? Let’s find out.

This Independence Day, secure financial freedom for your family

Published on: 14th August, 2018

Want to generate substantial income? This Independence Day, learn to earn the Freedom to conquer your dreams through investing. Read now.

How does the Turkish currency crisis impact India?

Published on: 14th August, 2018

The Turkish Lira has dropped by more than 40% in 2018 and it is regarded as the worst performing major currency this year. This freefall in Turkish currency has created ripples across global markets. Let’s find out how it affects India.

Weekly wrap-up: Market updates, news and insights for the week ending 10th August

Published on: 10th August, 2018

What a week it has been with renewed trade war concerns, stock market fluctuations, earnings announcements and a bumper listing for HDFC AMC on the bourse. Here’s a simple update for the whole week.

How do the US sanctions on Iran impact India?

Published on: 10th August, 2018

With the US government re-imposing sanctions on Iran, it means a lot to countries to India that rely on Iranian oil import to meet the annual energy need. Let’s read how it affects India.

Pledged Holdings by promoters drop in June 2018 quarter

Published on: 9th August, 2018

Promoters of listed companies seem to have improved their financial status. An analysis on pledged holdings of BSE-500 shows that there is a sharp decline to 6.8% of the total promoter holding in the quarter to June 2018, the lowest in 9 quarters. This was 7.4% in the March 2018 quarter. Here are the market implications.

A dummy’s guide to Proxy Advisory Firms

Published on: 9th August, 2018

Deepak Parekh is considered an icon by many in the corporate circles after having led the company for nearly three decades. Yet, around 23% of investors voted against his re-appointment as a director on the HDFC board. This has something to do with two global proxy advisory firms. Let’s understand what these firms are and why they matter.

Why ICICI Bank is a good Investment Pick

Published on: 9th August, 2018

At the outset, ICICI Bank might not look like a strong investment choice following the earnings report released in July. But if you dig a bit deeper in the annual report and 20F filing, you’ll find that most metrics show improving trends. Here are the reasons why ICICI bank is a top investment pick.

Weekly wrap-up: Market updates, news and insights for the week ending 03rd August

Published on: 3rd August, 2018

Lost track of the week? Here’s a short recap of the news and developments that rocked the markets this week.

RBI committee hikes borrowing rates by 0.25%: Things to know

Publish date: 02nd August 2018

Rates were hiked consecutively for the second time this year. However, the committee has maintained a ‘neutral’ stance. Here are some important things you need to know.

Earnings update: Here are the quarterly results of Aditya Birla Fashion, Exide Industries and Torrent Power

Published on: 02nd August, 2018

It looks like the excitement in the share market is only beginning. Here is a snapshot of the earnings results announced on 1 August.

Marico and Ramco: an earnings snapshot

Published on: 02nd August, 2018

Here is a summary on the earnings reports released by Marico and The Ramco Cements for the quarter ended June 2018.

How did Godrej, Tech Mahindra, HDFC and other companies perform during the quarter?

Publish date: 31st July 2018

Many big companies across different sectors have announced their first quarter results for FY19 on 30 July 2018. Here is a brief summary of the results.

Maruti Suzuki shares plunge after Q1 results: Here’s why

Publish date: 30th July 2018

Maruti Suzuki, the biggest Indian car company in terms of revenue, witnessed shares fell 3.6 % on the BSE after its results on Thursday. Let’s know why.

Q1 results: what happened after market hours on Friday?

Publish date: 30th July 2018

Let’s take a look at the financial performance of a few companies that released their results the first quarter of FY19 over the weekend.

Weekly wrap-up: Market updates, news and insights for the week ending 27th July

Published on: 27th July, 2018

Lost track of the week? Here’s a short recap of the news and developments that rocked the markets this week, from Vodafone-Idea's merger approval to market's bull-run.

Guru Purnima: Investment teachers to learn from

Publish Date: 27th July, 2018

We need a Guru to mentor and train us. Be it at math, karate or investing- everyone who’s a master in their field has had a guru, including leading investors. Let’s take a look at some prominent gurus and what their protégés learned from them.

Be your own guru in the world of investing

Publish Date: 27th July, 2018

In the world of finance too, you wish you had a guru to teach you the ropes. However, the absence of one cannot be an excuse to remain ignorant. Now-a-days, there are various online tools which can teach you ways to become a successful investor. Here are some of them.

Numbers, numbers, numbers: here is a simple summary of quarterly results announced on 26 July 2018

Publish Date: 27th July, 2018

The Sensex breached the 37,000 mark for the first time ever in its history, creating another exciting day at the stock markets. But the excitement didn’t end there since a number of big name companies announced their first quarter results for FY19. Here is a summary of the earnings reports released on 26th July.

NCLAT upholds CCI's verdict on cement cartelisation

Publish Date: 27th July, 2018

The National Company Law Appellate Tribunal (NCLAT) recently dismissed cement manufacturers’ plea challenging the penalty imposed by the Competition Commission of India (CCI) for alleged cartelization. Here’s all you need to know.

Bajaj Auto Q1 earnings: A blip or should you be concerned?

Publish Date: 26th July, 2018

Bajaj Auto Ltd (BAL), India’s fourth largest two-wheeler company, disappointed Dalal Street on July 20 by posting lower-than-expected numbers for the first quarter ended June 2018. Here’s everything you need to know.

Quarterly results snapshot: find out how different companies performed on 25 July 2018

Publish Date: 26th July, 2018

We are roughly half-way through the first quarter results season. Until now, a number of companies have announced good results, with a few posting better-than-expected numbers. Here is a snapshot of the results announced on 25 July 2018.

Kargil Vijay Diwas: How to attain financial freedom

Publish Date: 26th July, 2018

Decades ago, they fought valiantly for national security. Years later, you continue to fight--for the security of your own and family's future. It's a constant tug of war for financial freedom. Here are some pointers to keep in mind that will help you build a robust army of a portfolio

What does GST rate cut mean to you

Publish Date: 25th July, 2018

The Goods and Services Tax (GST) Council cut tax rates on as many as 88 items on Saturday. This can be good for the Consumer Goods industry as well as a few others. Here are five things to know about the new changes.

HDFC Bank Q1 result: Key highlights

Publish Date: 25th July, 2018

HDFC Bank reported its lowest earnings in five quarters, reporting an 18.17% (YoY) growth in net profit for the quarter ended June. But all may not be well. Here are some worrying factors to keep an eye on.

L&T Infotech Q1 earnings: Everything you need to know

Publish Date: 25th July, 2018

Information Technology firm Larsen and Toubro (L&T) Infotech Ltd announced its first quarter results for FY19. Here are all the details you need to know.

Earnings Report update: Bajaj Auto, Havells India, Wipro, HDFC Standard Life, Kansai Nerolac Paints

Publish Date: 23rd July, 2018

20 July 2018: a big day for results. A lot of major companies announced their first quarter results for FY19. Here is a summary of the different earnings results posted for the quarter.

Weekly wrap-up: Market updates, news and insights for the week ending 20th July

Publish Date: 20th July, 2018

Rupee touches fresh record low, WPI inflation at 5-year high, expected widening of CAD, the No Confidence Vote in Parliament, and more—lots of news and developments happened in the week ending 20th July. Read them here.

Hindustan Unilever Ltd (HUL) Q1 results: 5 things to know

Publish Date: 18th July, 2018

Ponds, Lux, Close Up, Bru coffee and Vaseline are some of the popular everyday items that you can find in almost every store in the country. Let’s see how much their parent company—Hindustan Unilever—earned in April-June 2018.

Earnings Report update: HUL, Bajaj Corp, Infosys, DCB Bank

Publish Date: 18th July, 2018

The earnings season has starter. Here’s what the April-June 2018 quarter’s results for HUL, Bajaj Corp, Infosys and DCB Bank mean.

4 things to know about the buyback plan of HCL Technologies

Publish Date: 18th July, 2018

India’s third largest IT company HCL Technologies recently announced a share buyback plan of Rs 4,000 crore. Here are all the details you need to know regarding the buyback plan.

4 important things to know about the LIC-IDBI bank deal

Publish Date: 17th July, 2018

The board of India’s biggest life insurer: Life Insurance Corporation (LIC) approved a proposal to acquire a majority stake in IDBI Bank yesterday. Here is everything you need to know about this takeover.

Infosys Q1 earnings: 5 things to know

Publish date: 16th July, 2018

After the better than expected numbers from market leader Tata Consultancy Services, there have been great positive expectations from Infosys. Here is everything you need to know about the results.

Reliance Industries hits $100 billion market cap: Key things you need to know

Publish date: 13th July, 2018

On July 12, the Mukesh Ambani-led Reliance Industries Ltd (RIL) became only the second Indian company, after TCS, to cross a market capitalisation (market cap) of $100 billion. Here are the reasons behind the rally.

Weekly wrap-up: Market updates, news and insights for the week ending 13th July

Publish date: 13th July, 2018

Nifty scaling 11,000, India’s GDP crossing France, CPI-IIP data, and more—lots of news and developments happened in the week ending 13th July. Read them here.

Economic data: 5 things that the numbers say

Publish date: 13th July, 2018

On 12 July, the data regarding Industrial Production (IIP) and Consumer Price Index (CPI) inflation were released for the month of May and June respectively. Here is all you need to know.

Back to school: A guide to investing

Publish date: 12th July, 2018

Just like the kids going back to school in the rain, are you, as an investor, prepared for rainy days at the stock market? If not, here’s what you can do to protect yourself during rough weather.

4 things to know about Sensex hitting an all-time high

Publish date: 12th July, 2018

The 30-stock index surged by over 300 points and hit its all-time peak of 36,699.53, going past the previous high of 36,443. Here are some of the reasons that have contributed to the latest Sensex surge.

4 things to know about TCS results

Publish date: 12th July, 2018

Tata Consultancy Services (TCS), India’s biggest Information Technology (IT) company reported their results for the June quarter of FY19. Here is everything you need to know.

What can you learn by tracking bond yield movements?

Published on: 12th July, 2018

India's 10-year benchmark bond yield sprinted to 7.99 per cent, it is the highest in three years. This says a lot for stock market investors. Learn how to make sense of bond yield movements.

Investment lessons from the football field

Publish date: 6th July, 2018

At so many points during FIFA World Cup, we came across striking re-semblances between football and the stock market. It’s almost as if they were cut from the same cloth! You can judge for yourself here.

4 things to know about the hike in MSP

Publish date: 6th July, 2018

This year, the government raised the MSP considerably for Kharif crops. It’s not surprising because the country’s heading for polls next year. Here are four things you need to know about the current revision.

5 interesting takeaways from Reliance AGM

Publish date: 6th July, 2018

Ever since the introduction of the Jio network in 2016, Reliance Industries has made major announcements during its AGMs. And this year too, there were a few major announcements. Here are some interesting takeaways

Half a chocolate, double the joy

Publish date: 6th July, 2018

This World Chocolate Day, let’s look at chocolates a little differently. Not only will you be able to buy immediate joy, but also long-term happiness. Read on to see how..

Weekly wrap-up: Market updates, news and insights for the week ending 6th July

Publish date: 6th July, 2018

Trade war fears, RIL AGM, hike in MSP and more—lots of news and developments happened in the week ending 6th July. Read them here.

6 things to know about China’s falling Yuan

Publish date: 02nd July, 2018

The Chinese Yuan dropped by 3% against the dollar within a fortnight. This has got a lot of Indian traders nervous. Read why this affects Indian markets.

Weekly wrap-up: Market updates, news and insights for the week ending 29th June

Publish date: 29th June, 2018

The rupee touching Rs 69/$ levels may have been on everybody’s minds. But a lot more happened in the week that ended June 29th. Look at all the important news that affected your stocks.

5 indicators to gauge the intensity of current trade war

Publish date: 29th June, 2018

With the recent US actions on trade tariffs, many expect a trade war to break out. But the impact of this developing news is unclear. Here are 5 indicators that can help you gauge the impact.

6 reasons why TCS buyback presents a ‘BUY’ opportunity

Published on: 28th June, 2018

The market is excited about the buyback, especially after the successful buyback last year. But did you know, you can consider buying the stock before the buyback and sell it at the buyback? Read more

Rupee hits all-time low of Rs 69/$: What's the way forward?

Published on: 28th June, 2018

This was its 4th attempt in the last 5 years—to cross the Rs-69 mark. Let’s understand the reasons behind the depreciation and what the future could hold.

Tata Motors: Why it can be a ‘value’ buy

Publish date: 27th June, 2018

Stock prices have fallen around 35% in the last 1 year, under-performing the Auto index, which rose nearly 7% over the same period. We explain why stocks fell and why it could still be a ‘value buy’.

The Sensex rejig: How it affects you

Publish date: 27th June, 2018

Recently, S&P replaced Dr Reddy’s Laboratories with Vedanta Ltd. The sectors’ allocations have changed too. It can have many implications. Here’s a look.

US-India trade tariffs: Which sectors could get affected?

Publish date: 27th June, 2018

In the event of an all-out trade war, India has a lot to worry about. The IT and pharmaceutical sectors, for example, can be at a disadvantage. Read more to know other affected sectors.

5 ways to hedge against a small-cap crash

Publish date: 26th June, 2018

Performance of small-cap stocks has been bleak recently. Since the Union Budget, the small-cap index lost nearly 16%. At such times, you can hedge your portfolio to try and minimise losses.

It’s a wrap: Market updates, news and insights for the week ending 22nd June

Publish date: 22nd June, 2018

Missed out on what's been happening in the market this week? Here's a snapshot of this week's key news items and our investment perspective on it.

Hawks abound: What the RBI’s review minutes reveal about future hikes

Publish date: 22nd June, 2018

The minutes of the meeting of RBI's monetary policy committee shows that most members have turned 'hawkish'. This has great implications for your stock investments. Know more.

What Yoga teaches you about money and investing

Publish date: 21st June, 2018

While you stretch and breathe deeply for a healthier lifestyle, let’s bring your attention to something else that needs to be fit too—your finances. Surprisingly, Yoga can teach you plenty about money matters too.

US-China trade face off: Why should India be concerned?

Publish date: 21st June, 2018

US President Donald Trump and Chinese Premier Xi Jinping are engaged in a bitter trade war. A full-fledged trade war seems to be likely. Here’s what it means for India and Indian investors.

RITES IPO opens June 20: Here’s what we recommend

Publish date: 20th June, 2018

The first IPO of a state-owned railway firm—RITES—opened today. It has a price band of Rs 180-Rs 185 per equity share. Want to know if you should invest in it? Read here.

Why we continue to have a ‘Buy’ rating on ICICI Bank

Publish date: 19th June, 2018

The controversy surrounding ICICI Bank MD and CEO Chanda Kochhar has hit stock prices. Many investors may be selling their holdings, but we still maintain our BUY rating. Learn why.

10 Financial tips from a father to his child

Publish date: 15th June, 2018

If you want your kids to be financially responsible adults, you need to teach them money management as soon as they learn to count. Here are some tips on how you can encourage your kids to be financially mindful.

5 important changes to India’s Bankruptcy law

Publish date: 11th June, 2018

Recently, the The Insolvency and Bankruptcy Code, 2016 got a facelift with an ordinance that brings about five key amendments. Here’s how it can affect you.

RBI policy: 5 things to know about repo rate hike

Publish date: 7th June, 2018

It’s important that you go beyond the simple headlines as an investor. Here are 5 important things to know about the RBI’s 25 bps repo rate hike in June 2018.

5 things to know about crisis in Italy and its impact

Publish date: 5th June, 2018

The Indian stock indices took a beating due to the crisis in Italy. If, like many others, you have been wondering about the crisis too, here’s a handy guide for you.

Q4 results update: What lies ahead for L&T?

Publish date: 1st June, 2018

Investors need to know the future outlook to be able to invest in L&T shares today. Let’s see what lies ahead for the construction major.

Q4 results: Government spending helps keep L&T’s flag flying high

Publish date: 1st June, 2018

L&T declared its fourth quarter results for January-March 2018. Are you wondering what it means to you as an investor? Let’s look at the positives and negatives.

SBI shares rise despite worst quarterly loss: 4 things to know

Publish date: 25th May, 2018

Despite reporting the second largest loss by a bank ever, SBI’s stock price rose after the results. Plus, analysts are recommending a buy. Let’s understand why.

The bears are ruling May 2018. What should an investor do?

Publish date: 24th May, 2018

Not all analysts and experts advise the same action based on their reading of market situations. This can be confusing. Let’s help you out with this.

It is ‘MayDay ‘in the Indian midcaps this 2018

Publish date: 24th May, 2018

Small- and mid-cap shares have taken a beating in the recent stock market sell-off. While they tend to experience higher volatility, there are other reasons too.