The Five Lessons of 2018

Markets closed out 2018 in a burst of volatility, capping a year of several yo-yos. Equity and debt markets had a tumultuous 2018, which served to drive home certain basics. Here they are.   Midcaps and smallcaps are risky 2018 showcased a fact that had been brushed under the carpet for years...

20 Nifty stocks fell 15-60% in 2018; Should you invest in beaten-down names?

Beaten-down stocks make for an interesting investment case, but the challenge is to figure out whether the underperformance is temporary or structural in nature. Investors are always on a lookout for stocks that could give quick returns and are also available at fair valuations. The year 2018...

Bank of Baroda-Dena, Vijaya Bank merger: Brokerages say time to ‘buy’

The swap ratio appears fair in respect to Dena Bank owing to the multiple challenges faced by the bank, and most experts feel that Vijaya Bank shareholders have nothing to gain from this merger.    Most global as well as domestic brokerage firms such as Nomura, Motilal Oswal as well...

Positive on corporate banks, cement and consumption themes in 2019:

Investors should continue to focus on stock selection and overlook the clamour that we would hear over the next 6 months, as we approach the general election. India is in the midst of a structurally high growth phase and remains the fastest growing economy in the world with IMF projecting 7.3...

India likely to grow faster than many nations, 2019 to be year of mid and smallcaps

Investors need to be more selective then usual with their decisions by sticking to quality of earnings & corporate governance, strong financials and growth prospects.   2018 turned out to be the most volatile and eventful year for Indian market and economy where the benchmark indices...