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[hfe_template id='11223'] [ad_1] Synopsis There are some businesses, where demand for their goods or services is such that it does not fall below a certain level even during an economic slowdown. FMCGs, for instance. But, there are other businesses with similar characteristics. At a time when one does not know which statement by which president or premier will bring back the bears, it is better to stick to such businesses. We have used the word “businesses” above for a good reason: When you buy a stock, you are in effect buying a part of a business. So next time you buy a stock, focus on what business you will own after buying that particular stock. At this point of time, when the uncertainty quotient in the global market is still high, it becomes important to find stocks that have higher probability of falling less if there is another bear attack. And when the markets recover, such stocks tend to attract more attention. So, the stocks to look for at this point of time a...

[hfe_template id='11223'] [ad_1] Synopsis Even at the start of 2025, did anyone predict the massive selling we have seen so far? We can’t recall any such prediction. But today, there are dozens of reasons being proffered on why it was inevitable. Should the current steep fall deter you from buying stocks at this point? The answer is no. And also yes. No, if you are buying the right businesses run by the right management. Yes, if you are again falling into the trap of narratives. Now, what is right management ? Look for stocks with the comfort of “management with ability” and track record of dealing with economic slowdowns. Nine out of 10 stocks have declined in the past three weeks. Little wonder that doubt, confusion, and fear are the overwhelming feelings on the street. This is the exact opposite of what was happening just six months ago. In that extremely bullish period, even cats and dogs were flying with half-billion-dollar market caps. That optimism did not last, a...

[hfe_template id='11223'] [ad_1] The budget has balanced the twin objectives of fiscal discipline and much-needed growth support through targeted measures. The major highlights of this year's budget were direct tax cuts and rationalisation of tax slabs, measures that would benefit middle class households. This year's budget aligns closely with previous budget themes, presenting no major surprises in fiscal calculations. The themes of conservatism and consolidation remain prominent. As anticipated, the government is targeting a fiscal deficit of 4.4% of GDP in FY26. This move is seen as essential for consolidating the fiscal health while avoiding excessive borrowing that could lead to inflationary pressures. This reflects the government's intent to reduce its reliance on debt, which will have a positive effect on long-term economic stability. A key question was whether consolidation would come from revenue or capital expenditure. The budget indicates that the ...

[hfe_template id='11223'] [ad_1] I recently asked ChatGPT to name some of the most underrated cricketers of all-time. ETMarkets.com Source: ChatGPT Interestingly, the response it gave had one common thread: all of them were middle-order players. While GPT’s responses may vary based on timing and prompts, one thing seems to be pretty clear: in a world obsessed with flashy openers, flamboyant power hitters and lightning-fast bowlers, the middle-order players often end up not getting the recognition they deserve. Yet, it’s these players who play a pivotal role in helping teams win tournaments. They bring balance to the team with their dependable run-scoring, stellar fielding, and sharp bowling skills. But what does this have to do with investing? Given the equity market volatility in recent months, there seems to be a renewed interest in large cap stocks.At first glance, it looks like large cap investors have a wide variety of options – perhaps too many - with indices such ...

[hfe_template id='11223'] [ad_1] Synopsis As the market experiences volatility, with more expected in the coming days, remember: This is a transient phase. What endures are investing principles. So, develop the ability to ignore the noise which volatility creates and focus on the business you either own or will own after you buy the stocks you are targeting. If the business presents a significant opportunity in terms of growth, and the management has a track record of smart execution, then all volatility and panic phases are opportunities for investing in such stocks. After a long time, stock prices and the indices have corrected in a very sharp manner. For almost four months now, the market has seen what is almost an across-the-board correction. The first phase of any correction is usually led by large-caps, and this time is no different. But remember: Large-caps also tend to recover first when there is a revival. So, before you buy or sell in the current market, consid...

[hfe_template id='11223'] [ad_1] 2025 will likely be very different from 2024 with possibly moderate returns from large-cap stocks and flat-to-negative returns for the bulk of mid-cap and small-cap stocks. In the case of 'narrative' stocks in capital goods, defence, electricity sectors and PSUs, despite the recent large correction, there is likelihood of 'large negative' returns. The Indian market's high valuations have been supported by the price-agonistic buying behaviour of domestic non-institutional investors that remain extremely confident of making high returns at all price points. Forced buying of domestic institutional investors led by equity mutual funds, which have been deploying funds irrespective of prices and valuations, also helped. Foreign investors, cautious about market valuations, sold shares worth $13 billion in 2024 (primary and passive flows support the overall modest positive FPI figure). The Nifty 50's valuation may look fai...

[hfe_template id='11223'] [ad_1] Synopsis As the market experiences volatility and more expected in the coming days, remember that this is a transient phase. What endures are investing principles which have . So, develop the ability to ignore the noise which volatility creates and focus on the business you either own or will own after you buy the stocks you are targeting. If the business presents a significant opportunity in terms of growth, and the management has a track record of smart execution, then all volatility and panic phases are opportunities for investing in such stocks. If not then whether bullish or bearish it What is the net profit margin of the company that is one of the biggest wealth creators of the last 20 years? Just 6.6%. And it’s not just in one year. In the last five years, the net profit margin has not moved into double-digits. At the same time, sales have been increasing year-on-year and profit on an absolute basis has been growing. And, of cours...

[hfe_template id='11223'] [ad_1] Synopsis When a broad-based correction is happening in the markets, all stocks witness a decline. The question is: Have the macros and micros of all the stocks and sectors turned negative enough to warrant such a correction? The answer clearly is, no. Just three months back, this industrial house issued an IPO of a group company. The issue was heavily oversubscribed, the listing was at a premium, and there was a mad rush to buy the stock post-listing. Today, that stock is not in the limelight. Does this correction provide an opportunity to get into that stock with a medium- to long-term perspective? The answer tilts toward yes, and there is enough evidence to show that staying with a select few pays in the long term. Just a couple of months back, an industrial house issued an IPO for one of its group companies. It was heavily oversubscribed. The listing, as mentioned above, was at a premium, and there was a mad rush to buy the stock. The ...