Economic Times Expert Views
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Next 2 months look dicey for market as V-shaped recovery hopes fade: Sandip Sabharwal
‘Over the next two-three months, we could see a reversal of that optimism as the impact of the fiscal stimulus wears off.’
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A market correction of 5-10% is okay: BOI AXA
‘After a wonderful run, we had a consolidation phase for the last two weeks and that may have frustrated many of the traders.’
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Privatisation of discoms to unlock a market bigger than telecom: Vinayak Chatterjee
‘Keep an eye on goods and services companies that enter the electricity distribution space.’
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When IPOs get oversubscribed 100 times, market normally peaks: Samir Arora
‘I do not like the consumer stocks in India as much as I liked them say six months ago.’
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Sept-Oct has always been volatile period for market in last 15 years: Nischal Maheshwari
‘IT pack is going to be the next market leader and I would not be surprised if within Nifty itself, weightages move away from the BFSI sector to IT.’
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3 themes Krishna Sanghavi is betting on to Covid-proof his portfolio
'Our overweights in financials have come down and focus has increased on companies which have business outside India.’
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EM equities, commodities look very attractive after many years: Ruchir Sharma
'History teaches us that not to get too carried away by the moment and the second lesson is that many of the trends that were already in place have merely been accelerated by this extraordinary crisis.'
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As we get a vaccine approved in the next 4 months, India can play a big role:Bill Gates
‘I hope the AstraZeneca vaccine works because then we will be able to start vaccinating people in India and other developing countries in the first half of next year.’
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Pharma would outstrip FMCG in next 2 years by a significant margin: Andrew Holland
‘Money flows will come to Asia and India will capture quite a large slice of that.’
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Lockdown in top 20 cities impacted Bajaj Finance: Sanjiv Bajaj
‘We may not be the cheapest but we are quick, we are fair, we are transparent not only in policy issuances but in claim handling.’
ET Stocks
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More than half of Nifty 500 stocks in technical bear zone
More than half of Nifty 500 stocks in technical bear zone
Index heavyweights HDFC Bank, Hindustan Unilever, HDFC, Kotak Mahindra Bank, ICICI Bank, Bharti Airtel, ITC, Bajaj Finance and Nestle India are currently trading below their 200-DMA.
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Low F&O rollovers to Oct series hint at growing unease
Low F&O rollovers to Oct series hint at growing unease
“The outlook is turning negative as foreign investors are selling. Provisional rollovers are lower than the previous series and people have exited long positions,” said Chandan Taparia, derivatives analyst at Motilal Oswal. “10500 is likely to be hit in the[…]
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Fed's Powell says evictions, mortgage defaults may rise without more fiscal aid
Fed's Powell says evictions, mortgage defaults may rise without more fiscal aid
While households are spending now, perhaps using what's left of money from the $2.3 trillion package passed by Congress in March, "the risk is they will go through that money, ultimately, and have to cut back on spending and maybe[…]
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NSE-BSE bulk deals: Vanguard laps up Dixon; Integrated Core laps up ZEE
NSE-BSE bulk deals: Vanguard laps up Dixon; Integrated Core laps up ZEE
Max Life Insurance Co sold 65,000 shares of Dixon Technologies at Rs 8,402.01 per share.
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Ahead of Market: 12 things that will decide stock action on Friday
Ahead of Market: 12 things that will decide stock action on Friday
Nagaraj Shetti of HDFC Securities said the short term trend of Nifty has turned sharply down and there is a possibility of more weakness in the short run.
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Equity investors should brace for more pain: D-Street veterans
Equity investors should brace for more pain: D-Street veterans
Analysts believe there is more pain in the offing, and investors should not expect any respite just as yet.
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Anshul Specialty settles takeover norms violation case with Sebi, pays Rs 38 lakh
Anshul Specialty settles takeover norms violation case with Sebi, pays Rs 38 lakh
The settlement order comes after Anshul Specialty filed an application with the regulator proposing to settle the matter without admitting and denying the alleged violation of SAST norms.
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Will Robinhood investors give in to market fall? What analysts say
Will Robinhood investors give in to market fall? What analysts say
Registered stocks investors in India stood at 5,48,21,836 as of September 24, a rise of 2.51 per cent or 13.41 lakh over a comparable date last month.
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SAT suspends judicial work till October 1 amid COVID-19
SAT suspends judicial work till October 1 amid COVID-19
"The judicial work of the tribunal shall further remain suspended till October 1, 2020," the notification said.
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Raymond to raise Rs 100 crore through NCDs
Raymond to raise Rs 100 crore through NCDs
The NCDs, which would have a coupon rate of 8.60 per cent, would be listed on the National Stock Exchange of India, it added.
ET Companies
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Government must step up spending to boost demand: India Inc
Government must step up spending to boost demand: India Inc
Sangita Reddy, President – Ficci, said, "Now, what we need is a stimulus to significantly ramp up demand, because the consumer sentiment is still extremely low and without that the economy will not bounce back. We've also lost 20 million[…]
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Staggering majority of Indian organisations facing workforce shortage: Survey
Staggering majority of Indian organisations facing workforce shortage: Survey
The survey confirms that organisations have been incurring higher workforce costs both for remote and on-site employees; however, one third of respondents believe that this challenge can be mitigated through visibility into daily employee costs.
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Six degrees of separation: From starry-eyed start to messy finish, the anatomy of Tata-Mistry divorce
Six degrees of separation: From starry-eyed start to messy finish, the anatomy of Tata-Mistry divorce
Here’s a summarised timeline of how the Tata-Mistry relationship came to this pass, from a starry-eyed start to a disgruntled finish.
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Quick response to pandemic may help India in recovery: Bill Winters, Group CEO Standard Chartered
Quick response to pandemic may help India in recovery: Bill Winters, Group CEO Standard Chartered
The Asia-focused global bank will concentrate on expanding its business in India and South Korea, which offer distinct talent pools and demanding customers well versed with digital technologies.
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Tech Mahindra sells Altiostar stake to Rakuten for $45 mn
Tech Mahindra sells Altiostar stake to Rakuten for $45 mn
India's fifth-largest IT services provider, Tech Mahindra, has sold its entire stake in US-based Altiostar Networks to Rakuten for $45 million, making the Japanese company a majority shareholder in the virtualised radio access network (RAN) technology firm.
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Work from home culture to continue even after pandemic ends: Bill Gates
Work from home culture to continue even after pandemic ends: Bill Gates
Bill Gates, who co-founded Microsoft and also the Bill and Melinda Gates Foundation, said he has not travelled for work this whole year.
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What the exit of Shapoorji Pallonji Group will mean for the Tatas
What the exit of Shapoorji Pallonji Group will mean for the Tatas
The Shapoorji Pallonji Group’s (SP Group) decision yesterday to sever its relationship with the Tata Group will likely bring an end to the on-going battle between the two groups.
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Denied relief by Supreme Court, Shapoorji Pallonji Group offers to sell Tata Sons stake
Denied relief by Supreme Court, Shapoorji Pallonji Group offers to sell Tata Sons stake
The Mistry family-owned group's decision - after it failed to get a favourable order in the Supreme Court on Tuesday - could bring to an end a four-year legal and boardroom battle sparked by the ouster of Cyrus Mistry from[…]
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Reliance Industries moves CCI for Future Group deal nod
Reliance Industries moves CCI for Future Group deal nod
In August, RIL announced the deal to acquire the Kishore Biyani-promoted Future Group as going concerns on a slump sale basis for Rs 24,713 crore. The sale would include key brands like Big Bazaar, fbb, Foodhall, Easyday, Nilgiris, Central and[…]
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SP Group says separation from Tata Group is in best interest of all stakeholders
SP Group says separation from Tata Group is in best interest of all stakeholders
It was crucial that an early resolution is reached to arrive at a fair and equitable solution reflecting the value of the underlying tangible and intangible assets. In the midst of a global crisis triggered by the COVID Pandemic, the[…]
