Stocks

Seven stocks where Prof Sanjay Bakshi’s Fund is betting on ‘moat’ to create value

ValueQuest India Moat Fund is an offshore fund, which specialises in making long-term investment in high-quality businesses (‘moats’) at attractive valuations. Sanjay Bakshi, eminent teacher and practitioner of value investing and behavioural economics, is better known for his moat investing philosophy. A close look at the holdings of Bakshi’s ValueQuest India Moat Fund gives some idea where the ‘Fundoo Professor’ ... Read More »

What is stock lending and borrowing & how it works

What is SLB? Securities Lending and Borrowing is a mechanism through which investors can borrow or lend shares to other market participants. The platform provides a viable alternative to derivatives market for purposes of hedging. Borrowers in SLB are usually short-sellers i.e. traders who want to sell shares that they don’t own. Lenders on the other hand are those investors who have bought ... Read More »

Kotak removes Vedanta from largecap portfolio; 15 stocks that are part of its midcap portfolio

Kotak Institutional Equities has made a few changes to their recommended large-cap model portfolio. They have removed Vedanta, and reduced weight in Infosys by 100 bps, bringing down the weight to an ‘internal’ cap of 10 percent. Apart from Infosys, reduction of weight was seen in M&M (30 bps) and RIL (70 bps) and allocated the same weightage to Bajaj Finance(200 bps), ICICI Bank (50 bps) and Maruti Suzuki India (100 bps). On ... Read More »

TechM, HUL, Ultratech among 7 stocks that analysts say will deliver gains in 3 weeks

NEW DELHI: The domestic equity market suffered sharp losses in morning trade on Monday, as the euphoria over Fed pause and Budget booster fizzled out and investors embarked on a selling spree amid poor health of the rupee, which fell nearly 48 paise against the US dollar this morning. In the absence of fresh directional cues, the market moved towards ... Read More »

Nifty may head above 11,000 towards 11,320; top 5 stocks which can give 5-10% return

Rudra Shares and Stock Brokers The much awaited Interim Budget presented on February 1 has hem in positive slant. Macro factors far and wide seem quite affirmative and indicators too look appealing for the market ahead. Having said that, comments stated thereon (in the proposed Budget) is expected to bring in a pre-Lok Sabha election rally in the next couple of ... Read More »

‘Populist measures likely, rural theme stocks to benefit from the Budget’

Consumption and rural plays should see an increase in allocation from the budget perspective. HUL is seeing good rural traction and other plays associated with a rural theme like Dabur, ITC or Escorts are likely to see increased allocation, Naveen Kulkarni, Head of Research, Reliance Securities, said in an interview with Moneycontrol’s Kshitij Anand. Q. What are your expectations from ... Read More »

China worries slam stocks, rising supply hits oil

Global stock markets tumbled on Monday after Caterpillar and Nvidia Corp warned of weak Chinese demand while oil posted its biggest one-day drop in a month on expectations of growing US crude supply. Equities also were slammed by plunging shares of Brazilian miner Vale SA, which lost some $19.3 billion of its market value following the collapse of a tailing ... Read More »

Budget 2019 to set tone for markets; banks, consumers, cement stocks in focus

The New Year started positive but slightly on a somber note with the Indian equity market making a marginal gain in the first 15 days of the year. Both Nifty50 index and BSE Sensex rose 0.2 percent and 0.7 percent, respectively. The surge in the global equity market and continuation of buying interest by domestic institutional investors (DIIs) helped the ... Read More »

Sensex, Nifty jumps 1%; Heads up as 45 stocks hit 52-week low this week

The Indian market which started on a somber note managed to push the index back above crucial resistance levels in the week gone by, which was largely positive for the bulls. The Nifty50 reclaimed its crucial resistance level of 10,900 and closed the week with gains of 1.04 percent. Similarly, the S&P BSE Sensex reclaimed 36,000 and closed 1.05 percent ... Read More »

ICICI Securities stock tumbles 6.29% after 34.3% decline in Q3 net profit

The ICICI Securities stock fell in trade today after the investment services arm of ICICI Group reported a 34.3 per cent decline in consolidated profit to Rs 101.1 crore for the third quarter ended December 31. The company’s profit stood at Rs 153.9 crore in the October-December quarter of 2017-18, ICICI Securities said. The midcap stock touched an intra day ... Read More »