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Nilesh Shah: 'Now May Be The Time To Go All In' - Rediff.com Business

For experienced and risk-taking investors, now may be the time to go all in.
By experienced and risk-taking , I refer to those who remained net buyers in equities during the early stages of the 2020 pandemic.
On the other hand, those who exited the markets during the pandemic may go the SIP way. ....

Abki Baar , Gautam Adani , Nilesh Shah , Mukesh Ambani , Lok Sabha , Dominic Xavier Rediff , Kotak Mahindra Asset Management Company , National Democratic Alliance , Puneet Wadhwa , West Asia ,

TMS Ep470: GST, Gift City, mid & small-cap stocks, Cape Town Convention

What are the changes that GST needs? What does Google's fintech hub mean for Gift City? Is it time to sell mid, small-cap stocks? What is Cape Town Convention Bill? All answers here ....

Cape Town , Western Cape , South Africa , Narendra Modi , Sundar Pichai , Puneet Wadhwa , Cape Town Convention , Prime Minister Narendra Modi , Interglobe Aviation ,

Analysts struggle to find investment-worthy themes in the current market

The sharp rally in the markets thus far in fiscal 2023-24 (FY24) has left analysts struggling to find investment-worthy themes.

The S&P BSE Sensex has surged nearly 7 per cent thus far in FY24 and hit a fresh 52-week high of 63,601.71 levels on June 22, mostly led by foreign institutional (FII) flows.

The Indian market has seen a broad rally in the past few months but headline indices have seen more modest performance.

We are not very clear about the reasons for the rally and the divergent performance and struggle to find ideas in the consumption, investment and outsourcing sectors after the sharp run-up in several of our favored sectors and stocks in the past two months, wrote Sanjeev Prasad, co-head, Kotak Institutional Equities, in a recent co-authored note with Anindya Bhowmik and Sunita Baldawa. ....

Puneet Wadhwa , Sanjeev Prasad , Sunita Baldawa , Uttam Ghosh Rediff , Anindya Bhowmik , Geojit Financial Services , Equinomics Research Advisory , India Inc , Kotak Institutional Equities , Equinomics Research , Business News , Usiness News India , Ndia Business News , Ndian Economy News , Ndian Financial News ,