Page 2 - The Morning Show

Can rising Covid cases thwart contact-sensitive sectors’ recovery?

The economy is recovering from lockdowns, but the recent uptick in Covid-cases across the country is worrying the industry again. Here’s a report on the outlook for the contact-sensitive sector

April F&O expiry: Nifty eyeing a narrow trading range

Investors had a rollercoaster ride during the April F&O series, with bears having the slight edge. Will they triumph? Or will the bulls fight back today? Find out what to expect on the expiry day

Investors guide to benefitting from increased M&A activity in India Inc

India Inc is witnessing aggressive merger and acquisitions. While this underlines their desire for inorganic growth, analysts are cautioning investors. Find out how investors can benefit from them.

Can ICICI Bank dethrone HDFC Bank as sector leader?

ICICI Bank and HDFC Bank have been vying for the top position in banking space for quite some time. While ICICI seems to be beating HDFC now, there are certain trends that investors need to watch out

Will markets absorb Fed’s half-point whiplash?

At 8.5%, the US is feeling the inflation heat. After the US Fed Chief hinted at a 50-bps rate hike in May, the Indian markets crashed last Friday. Does this mean a bearish market for investors ahead?

What are FPIs & domestic investors thinking about the market?

Foreign portfolio investors have sold equities worth Rs 1.58 trillion since Oct 2021. Domestic retail and institutional investors have also slowed down their trading activity. What does this indicate?

Real estate sales pick up. Know how to play the theme

After a decade of downtrend, rising investments in industrial and household segments, and sustained demand have brightened the outlook for the real estate sector. How should investors play the theme?

Are current inflation worries overstretched?

With the economy facing inflationary pressures, concerns are mounting about its impact on markets and corporate performance. But are the fears overstretched? Is there a silver lining for investors?

What next for markets after the Monday mayhem?

With Monday’s 1.7% fall, the Nifty has shed nearly 6% from its recent high. As rising bond yields and weak earnings’ outlook cloud sentiment, here is what the market’s near-term trajectory looks like

Market outlook: What will dictate market trend this week?

The Q4 numbers and rising bond yields kept market sentiments subdued last week. Analysts expect the upcoming trading sessions to be volatile for equities as well because of global headwinds

IT stocks could underperform from here on

The fourth quarter corporate earnings season began this week with TCS and Infosys announcing their results. What does the results of the country’s top two IT companies signal for the industry?

Should you bet on new-age tech stocks in a rising interest rate regime?

After a lull, a rebound in the market has lifted new-age technology stocks off their lows in the last one month. Is the magic returning to new-age tech stocks or it’s a short-term euphoric overshoot?

Equities or bonds? Where to invest in a rising interest rate scenario

The RBI’s hawkish approach has taken markets by surprise. It has kicked-off a rate tightening cycle to tame inflation that spiked to 6.95% in March. What’re the investment options in this scenario?

Banks could shine in Q4 earnings season

While brokerages expect Q4 earnings of Nifty50 companies to hit record peak levels, the march is expected to be driven by banks and financials. Let’s dive into the Street expecting from Q4 results

Will the IT sector deliver a stellar show in Q4?

India Inc is all set to start the Q4 earnings season. IT major TCS will kick-start the season with its results later today. Will the sector’s performance be marred by the geo-political risks in Q4?

Markets strategy ahead of the Q4 result season

On Friday, the markets will track the RBI policy developments for cues on the future rate cycle and inflation forecast. Find out how the markets are placed ahead of the earnings season

What are equity and bond market investors expecting from RBI policy?

Inflation is soaring, but the RBI had refrained from raising interest rates. Will this week’s policy meeting be any different? Find out what the markets expect from governor Shaktikanta Das

Will India Inc see robust Q4 despite input cost pressure?

Against a tumultuous start to the year, India Inc’s March quarter results will start coming from next week. While earnings’ prospects have been shrouded by several headwinds, can we expect a surprise?

What does the HDFC-HDFC Bank merger mean for shareholders?

While the merger of HDFC twins will increase the bank’s product portfolio and ability to cross-sell, there are financial and regulatory concerns that investors should know. Find out in this report

Is the worst over for the markets?

Apart from the Ukraine-Russia war, high inflation and exit of easy money policy can be a risk for investors this fiscal. Can markets withstand turbulent times or is there a devil waiting in disguise?