Tag Archives: equity markets

Be bold with fashion not with valuation!

Going purely by current valuations, it seems markets are still betting on dominant players operating in the premium segments. We thought of comparing two companies each from two areas where consumer spending is relatively inelastic—innerwear and footwear.

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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.

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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.

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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.

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20 Potential split and bonus candidates…

stock

When a company announces a stock split it increases the total outstanding shares by reducing the face value. Issuing bonus shares—a corporate action of capitalizing reserves—does the same without any change in the face value.

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FMCG: Moving fast in the times of cyclones and pandemic

FMCG

Coronavirus pandemic is reshaping business dynamics even for the most stable industries, such as FMCG. During the pandemic, consumer preferences have undergone a sea change.

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