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Showing posts with the label market

Where are millionaires investing? Properties above Rs 2 crore gain share in Mumbai market

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[hfe_template id='11223'] [ad_1] Mumbai’s real estate market is seeing a notable shift towards luxury housing, with properties priced above Rs 2 crore gaining a larger share of total registrations. According to a recent report by Nuvama Institutional Equities, the share of high-value properties rose to 25% in April 2025, up from 22% in April 2024 and 19% in March 2025, signaling a clear resurgence in the premium housing segment. The report attributes this trend to increased new launches, improved city infrastructure, and a pick-up in demand for centrally located, well-connected homes—particularly in South and Central Mumbai, which saw a 1% year-on-year uptick in registration share. While the total number of housing units registered in Mumbai rose 12% YoY to 13,080 units, there was a 16% MoM decline, largely due to buyers advancing purchases to March 2025 ahead of the 3.4% hike in ready reckoner rates effective April. In value terms, the April 2025 registrations totaled R...

Why you should let data and not market beliefs guide your investment decisions

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[hfe_template id='11223'] [ad_1] In God we trust, everybody else brings data to the table. It was originally framed by renowned statistician Dr. W. Edwards Deming. But in India, it was popularized by Mr. Narayana Murthy, founder of Infosys - indicating that while faith has its place, but in the world of markets and business - data beats noise. There is a popular saying in the West that creates lots of noise when the month of May starts: “Sell in May and go away.” The belief is that stock markets tend to underperform from May to October and do better from November to April. Since this is an age old adage nobody questions it. But does it hold true today? Let’s dive deep into data and figure out. ETMarkets.com From the above data, it’s evident that despite the second half of the year being packed with major festivals and events, the six-month period from November to April delivered modest average returns of just 4%, with only 6 out of 10 years ending in the green. Live ...

Dipan Mehta sounds alarm on global financial crisis 2.0, sees shades of 2008 return

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[hfe_template id='11223'] [ad_1] Market veteran Dipan Mehta has raised a red flag, drawing parallels between the current global economic landscape and the 2008 global financial crisis, citing rising trade tensions, volatility, and the looming threat of a worldwide recession. In an interaction with ETNow, Mehta cautioned investors to brace for turbulent times and adopt a capital protection strategy over aggressive buying. “There are lots of shades of 2008 over here and it seems like season two of the global financial crisis,” Mehta remarked, emphasizing that the present environment is characterized by intense volatility and complete uncertainty on how tariff-related developments will unfold globally. According to him, the likely outcome is “very softer growth over the next few quarters, globally at least, and that is going to have an effect on India as well.” The paralysis of global trade, as Mehta described it, is eerily similar to the financial system freeze witnessed d...

Why top-ups matter during market downturns

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[hfe_template id='11223'] [ad_1] Investing in the stock market can often feel exciting during a bull market and challenging in a volatile or bearish market. During negative market phases,it's natural to feel uncertain or anxious for investment choices. However, market downturns can also present unique opportunities for those willing to think long-term. One strategy that seasoned investors often consider is ‘topping up’ i.e adding more funds to the investments when prices are lower. As of Feb 2025, Nifty has already corrected from the peak by 15%, Midcap 100 around 21% and Small cap 250 around 25%, so a meaningful correction is seen in the Market at Index level. In addition, 81% of NSE 500 stocks have corrected more than 20% and 58% of NSE 500 stocks have corrected by over 30% from their 52W high, indicating a higher level of selling in the last 5 months between Oct 2024 to Feb 2025. Case Study ETMarkets.com When markets are in turmoil, such as during the 2022 downt...

How to construct multi-factor portfolios for consistent performance

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[hfe_template id='11223'] [ad_1] Market fluctuations and economic cycles often leave investors questioning their next move—whether to stay invested, wait on the sidelines, or seek indicators for clarity. However, history has shown that markets are influenced by multiple forces, many of which are unpredictable. External events, corporate performance, investor sentiment, and macroeconomic trends all play a role, often in ways that defy expectations. In this uncertain environment, structured investment approaches like factor investing provide a data-driven framework to navigate market volatility. Rather than relying on speculation or short-term trends, factor-based strategies focus on measurable characteristics—such as quality, growth, and momentum—that have historically contributed to long-term returns. By combining multiple factors, investors can build more resilient portfolios that adapt to changing market conditions, reducing reliance on any single driver of performance...

Asian stocks rise on China hopes, US futures slip

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[hfe_template id='11223'] [ad_1] Asian shares climbed after China pledged more steps to revive consumption. US equity futures slid as Treasury Secretary Scott Bessent dismissed the market’s recent decline as healthy. Stocks rose in Australia, Japan and South Korea in early Monday trade, with futures in Hong Kong also pointing to a higher open. The gains came after the S&P 500 jumped 2.1% Friday as the government avoided a shutdown, while the tech-heavy Nasdaq 100 advanced 2.1%. The Golden Dragon index rose 2.7% with Chinese authorities set to announce measures to boost consumption on Monday. The dollar was steady. All eyes are on China after Xinhua reported authorities will provide details on policies to stabilize the stock and real estate markets, lift wages and boost the nation’s birth rate. A swath of Chinese data including industrial production and retail sales prints for February due Monday will also be closely parsed. “The initiatives announced over the weekend...

Market rebounds from oversold levels, Rajesh Palviya advises cautious optimism

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[hfe_template id='11223'] [ad_1] The Indian equity markets have shown signs of recovery, with the Nifty rebounding from its oversold trajectory. However, Rajesh Palviya, technicals and derivatives analyst at Axis Securities, cautions that the rally remains fragile unless key resistance levels are surpassed. In an interaction with ETNow, he highlighted the significance of 22,750 as a pivotal level that needs to be breached for a stronger uptrend. "There is a recovery from oversold trajectory of Nifty. But still, we are trading below to 20-day moving average, which is placed at around 22,750 kind of level. So, that level needs to cross in this recovery," he stated. A breakout above this level, he suggests, could fuel"substantial short covering action and then possible extension of rally could be there towards 22,900, even 23,000 level. While the broader market too has shown signs of improvement, Palviya stressed that Nifty must maintain a key support level f...

Opportunities & risks: Rohit Seksaria shares what investors need to know

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[hfe_template id='11223'] [ad_1] Rohit Seksaria of Sundaram Mutual, known to find gems within the small and mid end of the market, shared his insights on the broader market trends in a recent interaction with ETNow, while discussing how the recent corrections have impacted these stocks and provided his perspective on where investors should focus their attention. Additionally, he elaborated on his views regarding the lending financials, consumer discretionary sectors, and the global cyclical industries, highlighting the opportunities and risks present in the current market scenario: Outlook for small and mid cap stocks Rohit Seksaria believes that opportunities will always exist in the market, particularly in the small-cap space, where investors can find promising stocks despite fluctuations. He acknowledged that while the broader market has witnessed a significant correction in the mid and small-cap segments, they still remain slightly more expensive compared to large-ca...

Appointment of new Sebi chairman: A key moment for financial services regulation in India

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[hfe_template id='11223'] [ad_1] For the first time in a long while, the heads of India’s most important financial services regulators share a similar background. The Governor of the Reserve Bank of India (RBI) and the Chairman of the Securities and Exchange Board of India (SEBI) both worked together as peers at the Ministry of Finance. This strategic alignment, initiated by the Government of India (GoI), has been widely praised by market participants for its potential to improve coordination and accelerate decision-making. Given the multiple points of intersection between these two institutions and the markets, this move promises greater synergy. Unlike many high-profile appointments that spark differing opinions among stakeholders and market experts, the appointment of Shri Tuhin Kanta Pandey as the new SEBI Chairman has been met with unanimous approval. His appointment represents a significant milestone, as he is the first serving Finance Secretary to be appointed to ...

FPIs sell Rs 24,753 crore in March amid market jitters, but outflows slow down

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[hfe_template id='11223'] [ad_1] Foreign Portfolio Investors (FPIs) have continued their selling spree in Indian equities in March, with total equity outflows amounting to Rs 24,753 crore as of March 7, taking the total to Rs 137354 crore in CY25 so far. However, the pace of selling appears to have slowed down slightly in recent sessions, according to market experts. Dr. V K Vijayakumar, Chief Investment Strategist at Geojit Financial Services, noted that while the trend of FII selling in India continued in early March, there are now signs of slight decline in the intensifying in the last couple of days. Despite this, cumulative FPI equity outflows for 2025 have already reached over Rs 1.30 lakh crore, reflecting a sustained risk-off sentiment among foreign investors. The continued outperformance of Chinese equities has been a key factor diverting FPI flows from India. “Chinese stocks have seen big buying triggered by attractive valuations and expectations from the recen...

Jim Walker saw the 2008 stock market crash coming. Here’s what he predicts now

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[hfe_template id='11223'] [ad_1] Renowned economist Jim Walker of Alethia Capital, known for accurately predicting the 2008 financial crisis, has once again shared his views on the global economy. While many fear that the current market excesses could lead to another catastrophic downturn, similar to 2008, Walker disagrees. In an interaction with ETNow, he emphasized that while the world is facing a slowdown, the situation today is fundamentally different from the conditions that led to the global financial meltdown over a decade ago. Walker, who made his infamous 2006-07 forecast about the impending collapse of the U.S. housing market, noted that this time, the warning signs are not as apparent. He explained, “It is certainly not as apparent as it was in 2006-07 when we first made the forecast that the US economy was really headed for not just a recession, but a massive downturn on the back of the property sector excesses.” Unlike the pre-2008 period, there are no major...

Sandip Sabharwal on Tesla’s India entry: M&M still a strong bet

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[hfe_template id='11223'] [ad_1] Despite concerns over Tesla’s entry into the Indian market, analysts believe that leading domestic automakers like Mahindra & Mahindra remain well-positioned to thrive. Speaking in an interaction with ET Now, market expert Sandip Sabharwal of asksandipsabharwal.com dismissed fears surrounding Tesla’s impact on Indian companies, calling the recent sell-off in auto stocks exaggerated and irrational. Sabharwal pointed out that homegrown auto giants like Mahindra & Mahindra (M&M) continue to enjoy strong demand, despite concerns over Tesla’s entry. “The sell-off in these stocks started just a day after Mahindra’s new models received over Rs 8,000 crore in demand in a single day, which is completely irrational,” he noted. Tesla has announced its plans to set up a manufacturing facility in India, benefiting from duty concessions on its first 8,000 units if it commits to an investment of Rs 4,500 crore. While this has triggered nervo...

5 strategies that can help investors in this falling market

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[hfe_template id='11223'] [ad_1] The Indian equity market is currently in a downtrend, significantly impacting retail investors' portfolios. Since April 2023, despite occasional short-term corrections, Nifty experienced a continuous uptrend until September 2024. However, in recent months, a trend reversal has emerged. October saw a record foreign institutional investor (FII) outflow of over Rs. 1 lakh crore from the secondary market. In January, another record selloff of over Rs. 76,000 crore further pressured the market. As of 13th Feb 2025, Nifty has declined by 12% from its September peak, while Nifty Midcap 150 and Nifty Smallcap 250, which after making a recovery in December, fell by 14% and 19%, respectively. Let us discuss what factors have played a role in recent market turmoil and how should people navigate their investment journey further. Factors Behind the Steep Market Decline 1. US Yield Rise & FII Outflow The US 10-year government bond yield, which ...

FIIs maintain aggressive selling spree in Indian market, sell equities worth Rs 66,600 cr in Jan so far

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[hfe_template id='11223'] [ad_1] Foreign Institutional Investors (FIIs) have maintained a consistent selling trend in the Indian equity markets throughout January, being net sellers on almost every trading day this month, with total equity sales in the cash market reaching Rs 66,602 crore as of January 24th. The data has been procured from the National Securities Depository Limited (NSDL). “The sustained strengthening of the dollar and rise in US bond yields have been the principal factors driving the FII selling," said V K Vijayakumar, Chief Investment Strategist at Geojit Financial Services, attributing this sustained selling to macroeconomic factors. The strategic analyst further highlighted that the selling trend is likely to persist as long as two key global financial indicators remain elevated. "So long as the dollar index remains above 108 and the 10-year US bond yield remains above 4.5%, the selling is expected to continue," Vijayakumar noted. The ...

8 smallcap stocks that touched 52-week high this week, give up to 37% returns

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[hfe_template id='11223'] [ad_1] Friday's market surge lifted the weak indices, ending the week on a positive note. Easing food inflation, A gradual easing in food inflation and a price hike by FMCG companies, along with a recent correction in valuation, supported the sector to outperform. Additionally, the expectation of an increase in US spending is propelling the IT sector. Amid a highly volatile week, certain smallcap stocks hit their 52-week high, giving returns of up to 37% on a week-on-week (WoW) basis. Here is a list of 8 smallcap stocks among the lot, according to Ace Equity: Centum Electronics The stock hit its 52-week high of Rs 2,381.20 on the BSE this week, giving 36.8% returns in the said time period. Sunflag Iron And Steel Company The shares of Sunflag Iron And Steel Company hit a 52-week high of Rs 280 in this week. The week-on-week return stood at 27%. Gokaldas Exports Gokaldas Exports shares hit a 52-week high of Rs 1,210, gaining 23.4% WoW. Greaves...

Shakti Pumps shares hit 5% upper circuit as stock trades ex-bonus today

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[hfe_template id='11223'] [ad_1] Shares of Shakti Pumps zoomed 5% to hit their upper circuit of Rs 828 on the BSE today as the stock started trading on an ex-bonus basis from today. The company had announced a 5:1 bonus share issue for its shareholders. The company had announced November 25 as the record date for the purpose. After the implementation of the T+1 framework, the record date and ex-date are the same in most cases unless there is a market holiday after the ex-date. “This is further to our letters dated October 7, 2024 and November 11, 2024 intimating the approval by the members for issue of bonus shares in the ratio of 5:1. In this regard, we wish to inform you that the Company has fixed Monday, November 25, 2024 as the Record Date for the purpose of determining the equity shareholders of the Company eligible for bonus equity shares of the Company,” said the company in a previous filing to the stock exchanges. Hence, the investors who would have bought the st...

Goldman Sachs sees buying opportunity in oversold stocks. Trent, Shriram Finance are among 10 top buys - Oversold Stocks

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[hfe_template id='11223'] [ad_1] IRFC Share Price 142.15 03:59 PM | 22 Nov 2024 0.49(0.34%) Suzlon Energy Share Price 65.22 03:59 PM | 22 Nov 2024 -0.11(-0.17%) IREDA Share Price 185.5 03:59 PM | 22 Nov 2024 0.92(0.5%) Tata Motors Share Price 791.0 03:59 PM | 22 Nov 2024 17.15(2.22%) YES Bank Share Price 19.21 03:59 PM | 22 Nov 2024 0.09(0.42%) HDFC Bank Share Price 1745.6 03:58 PM | 22 Nov 2024 4.4(0.26%) NHPC Share Price 79.16 03:59 PM | 22 Nov 2024 -0.22(-0.28%) RVNL Share Price 420.2 03:59 PM | 22 Nov 2024 -1.66(-0.4%) SBI Share Price 816.05 03:59 PM | 22 Nov 2024 35.3(4.53%) Tata Power Share Price 413.75 03:59 PM | 22 Nov 2024 5.7(1.4%) Tata Steel Share Price 142.78 03:59 PM | 22 Nov 2024 2.57(1.83%) Adani Power Share Price 460.45 03:59 PM | 22 Nov 2024 -15.7(-3.3%) PayTM Share Price 900.95 04:00 PM | 22 Nov 2024 55.56(6.58%) PNB Share Price 99.82 03:59 PM | 22 Nov 2024 3.45(3.58%) Zomato Share Price 264.2 03:59 PM | 22 Nov 2024 -2.62(-0.98%) BEL Share Price 280.85 ...

62 BSE500 stocks give double-digit returns in September as market scales record highs. What's next?

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[hfe_template id='11223'] [ad_1] Indian equity markets scaled new highs in the month of September on the back of 50 bps rate cut by the US Federal Reserve, boosting the sentiments of investors that the easing cycle is here to stay. The markets clocked gains in three out of four weeks during the month. Benchmark Sensex rose 1.22% in September, as many as 62 stocks on BSE 500 clocked double-digit gains of up to 35%. Among these, about seven of them offered over 25% returns to investors during the month. These include Gujarat Fluorochemicals, JM Financial, Jubilant Pharmova, Campus Activewear, Himadri Speciality Chemical, Maharashtra Scooters, Cholamandalam Financial Holdings among others. The double-digit gains came from stocks of varied sectors of finance, pharmaceuticals, cement and construction, chemicals, textile and auto ancillary. In the smallcap space, as many as 146 stocks rose in double-digits with Ravindra Energy turning multibagger boasting a gain of 112%. About...

F&O Radar| Deploy Bull Call Spread in Nifty to gain from bullish market stance

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[hfe_template id='11223'] [ad_1] The Nifty Index opened positive above 25400 zones and after a slight slip in the initial hour, it rebuilt strength and touched the all-time high zones. It remained afloat in the second half of the session with consolidation at higher zones. It formed a Doji sort of candle on a daily frame and has been forming higher lows from the last four trading sessions which indicates support is shifting higher. “Now it has to hold above 25350 zones for an up move towards 25550 then 25750 zones whereas supports have shifted higher to 25300 then 25200 zones,” said Chandan Taparia, Senior VP, Equity Derivatives & Technicals, Wealth Management at Motilal Oswal. On option front, Maximum Call OI is at 26000 then 25400 strike while Maximum Put OI is at 25000 then 25400 strike. Call writing is seen at 26000 then 25500 strike while Put writing is seen at 25400 then 25300 strike. Option data suggests a broader trading range in between 25000 to 25800 zones ...