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[hfe_template id='11223'] [ad_1] Synopsis Crude oil prices are something which impacts the whole of the Indian economy. Right from the fiscal deficit of the government, to the profit of companies where crude is direct raw material or its derivatives part of the raw material chain, to even the individuals. Lower oil prices means stable petrol and diesel prices at pump level which means more money to spend. So, there is a bull case for the whole of India but for some this relationship with crude oil is stronger and has a bigger impact on the margins. While for others it takes time to show an impact, we take a look at ten companies where the relationship is stronger. When oil prices rise sharply, tensions in the Middle East come into picture, but when they decline sharply, then what are the factors which are pushing it down. Has the tension in the middle east come down ? The answer is No. So, there is more to what determines the oil prices. Similarly there are some companie...

[hfe_template id='11223'] [ad_1] Synopsis May 2024, everyone is rushing to buy defence stocks. On the day of election results, they were badly battered. Come July a number of them are higher than what they were on the day of the election results. Come August, they are not performing as well as they were in the first five months of 2024, The result, a narrative on the street starts that they are overpriced and to add icing on the cake, some fund managers make statements about not owning them or that they have booked profit in them. The question to be asked from these so-called alpha fund managers, some of them who run PMS, is whether they bought these defence stocks 5 years back when no one was looking at them or they bought just as they became momentum stocks. Sometimes narratives get formed on the street, which may lead to wrong decisions if one does not question them. Before you react to news / opinion / narrative and decide on buying / selling/ holding any of the def...

[hfe_template id='11223'] [ad_1] Synopsis In another two weeks, Ganesh Chaturthi will kick off the official festive season 2024. A season in which some companies look forward to for one simple reason, they tend to see the highest sales in this period as consumers loosen their purse strings. Now why look at these stocks ahead of the festive season. Look at what happened to stocks of white good markets like Voltas. The first indication of strong summer had just come in March, stock started gaining and in less than 6 months more than 50% gain from its low. Given the fact that there is too much liquidity which is prevailing in markets, a small hint that the performance of the company is going to be good, stock tends to gain very sharply. So, in bullish markets, before you see in headlines “ festive season sales”, it is time to look at them. If you want to see what difference the festive season makes, just have a look at how different two quarters, a festive quarter and non ...