Category Archives: Stock Gyaan

Is value unlocking a distant dream for PSUs?

Disinvestment

Many market experts and even fund managers have opined that, taking the strategic route versus ETF route for disinvestments has been the key change in government’s stance. It is expected to help Public Sector Undertakings (PSUs) unlock tremendous value.

Read more

Secrets revealed: Identifying pharma stocks for the post-COVID world

Some pharma companies are gearing up to achieve new-highs through intelligent selection of product portfolio, markets and marketing preferences. They are walking the tight-rope on cost management.

Read more

Finding sane companies under insane market conditions…

As in the case of individuals, the impact of the pandemic on various companies, their stock market performance and valuations has been quite different.

Read more

Do you have any distressed company in your portfolio?

Banks

COVID-19 might have affected good companies temporarily. But it has possibly opened the Pandora Box. You should carefully monitor Q2FY21 numbers of listed companies to know which companies are facing difficulties.

Read more

Are markets enjoying their jio ram bharose moment?

RBI

RBI’s remarks on COVID-inflicted economic challenges, demand trends and India’s fiscal position require immediate attention.

Read more

Decoding the dislocation between economy and stock market

In Q1FY21, companies in the consumer durables, leisure, hospitality, automobiles, construction, real estate, retailing and logistics, among others, have witnessed 30% to 94% fall in their revenue and PAT. Green patches can be found in the technology, pharmaceuticals, chemicals and consumer non-discretionary goods sectors.

Read more
« Older Entries