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Short Call: Unusual bets fetch big bucks; HDFC Bank vs ICICI Bank; and ticking derivatives time bomb

Unknown traders and investors are making more money with unconventional bets than some of the seasoned players who are sticking to the tried-and-tested themes

Short Call: No surge on cards in weary markets; MCX makes big gains, HDFC Bank, Dalmia Bharat in focus

Valuations in most cases don’t make a compelling case for big upsides. But shoppers are standing by to pounce on any opportunity that may arise from a poor set of Q2 numbers

Short Call: Investors in a mood to buy; paint stocks look dull; RBI action ahead; defaults loom on lenders

Many analysts have been flagging the fact that there have been no significant earnings upgrades in the last couple of quarters and that the trend is likely to persist in this quarter as well

Short Call:  Hold is in vogue as war rages, polls near, inflation eases; Infy, HDFC AMC, Hero in focus

Nobody seems to be actually selling and, at the same time, nobody wants to buy big quantities ahead of the general elections. It is a stalemate situation for now

Short Call: IT s not as bad as you think, trust TCS; tech hiring returns; Gaza may dent metals

The bull argument for the IT sector is this: if you stop expecting the crazy growth rates of the pandemic era and make peace with the current rate of growth, then this is not a bad sector to be in

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