The Morning Show

Will softening inflation bring respite to QSR stocks?

High raw material costs and subdued demand patterns have dented near-term margin prospects of quick-service-restaurant companies. Their stocks have seen a steep correction over the past six months.

After FIIs, will retail investor flows into the equity market also shrink?

Indian markets outperformed even in the recent correction, thanks to retail participation. How are retail investors looking at the macro-economic situation? Can their investments shrink going ahead?

ICICI Prudential AMC’s S Naren on his investment mantra and more

Soaring inflation, global central bank policies and the Ukraine war have dampened sentiment across global financial markets. What does S Naren, of ICICI Prudential AMC think of the developments?

Distressing times await metals and OMCs

The govt has levied duties on steel exports to curb inflation. But it came as a setback for the metal and oil marketing companies. Find out the impact of this policy decisions and the sector outlook

What’s ahead for the defeated IT, banks, realty and metals?

Amid talks of an impending recession, select pockets in the market have been hit the hardest and have entered the bear zone. Find out the fundamental and technical outlook for these sectors

Are markets poised for deeper cuts down the road?

A sharp selloff hit domestic equity markets yesterday as concerns over high inflation and foreign outflows, butchered bulls. Here’s an analysis on what dented investors’ sentiment and what lies ahead

Has the crash in mid, small-caps bottomed out?

From their lifetime peaks, broader indices have tumbled upto 20% as against a 13-14% slide in benchmarks. Analysts expect these two segments to rebound once the economic growth prospects become clear

Will govt’s divestment enter slow lane after LIC’s weak debut?

LIC started its journey at secondary markets on a weak note. While analysts are unperturbed with the stock performance, take a dive into what LIC’s weak debut means for this year’s divestment target

Is Ambuja Cement & ACC merger on the cards after Adani’s Holcim deal?

Shares of ACC and Ambuja Cements soared up to 4% in yesterday’s trade after the Holcim Adani deal. Analysts believe the Adani Group may merge both these entities over the medium term. Find out more

How have different asset classes fared in 2022 so far?

Investors, who thronged the markets during the Covid-induced sell-off, are looking for cover. Rising interest rates and inflation have taken a toll on sentiment. Find out the road ahead for equities

Will summer cheer hydrate consumer durable stocks?

After two bad summers, the consumer durable sector is seeing signs of recovery this year. But the soaring inflation can cap the overall demand. Find out if you should bet on consumer durable stocks

Will the market volatility see companies trim IPO size?

Volatility in the secondary market against the backdrop of US Fed rate hike and global crisis made IPOs of LIC and Delhivery trim their sizes. Will more companies follow suit in the choppy markets?

Are the markets heading into a bear phase?

Business Standard’s Puneet Wadhwa speaks to Mark Matthews, head of research for Asia at Julius Baer to get his views on the road ahead for global equity markets as they adjust to rising interest rates

Power stocks build momentum amid India’s energy crisis

Stocks of power companies rise in tandem with the soaring mercury. But the sector is grappling with low coal inventories. Will the situation worsen amid high power demands? Should investors bet on it?

Is the selling in Indian equities overdone?

Anxiety ahead of Q4 numbers kept the market subdued last week. Analysts expect the upcoming trading sessions to be volatile for equities. Find out what will shape the markets’ trajectory this week.

Should investors rejig portfolio in a rising interest rate regime?

As most global central banks embark on a rate hike cycle to battle inflation, analysts expect markets to remain choppy. Here’s a report on where to invest in a rising interest rate regime

RBI’s unexpected repo rate hike surprises markets

The hike in repo rate by 40 basis points and a 50 bps hike in the CRR by the RBI took investors by surprise. With the RBI getting hawkish, here’s what the road ahead looks like for the markets

What makes LIC IPO a long-term investment bet?

The much-awaited IPO of Life Insurance Corporation is set to open for subscription today, after it recorded bumper participation from anchor investors. Find out if you should subscribe to it.

US Fed Policy Preview: What are the markets expecting?

The US Fed is all set to announce its second consecutive rate hike, a first in 16 years. A 50-basis point rate hike has already been priced in by the markets. But is it prepared for a higher quantum?

Should investors stick to the adage: ‘Sell in May and Go Away’?

Geopolitical tensions, rising inflation, skewing margin of India Inc and slow growth are casting a shadow over Dalal Street. Will May see investors following the adage ‘Sell in May and go away’?