Era of the Value Stocks
Era of the value stocks! Inflation feeds interest rates, raises cost of capital and risks equity multiples. Headwinds to earnings growth - risks...
Nurture Capital Advisory
404 Views
Quiddity Leaderboard BSE/SENSEX Dec 23: Bandhan Bank Could Underperform State Bank
The BSE SENSEX and BSE 100 index changes for Dec 23 could be announced in a few days. This might be good time to revisit Quiddity's final...
Janaghan Jeyakumar, CFA
683 Views
AMFI Stock Reclassification Preview (Dec 2023): HUGE Outperformance as Active and Passive Meet
We see 43 stocks migrating between different market cap segments in Jan. A lot of stocks will have passive flows from NIFTY, NIFTYJR and global...
Brian Freitas
333 Views
Consumer Durables - Likely Similar Print, Festive Season Delays to Impact
The sector has seen various challenges over the last few quarters due to (1) unseasonal rains in peak summer months; (2) weak consumer sentiment,...
HDFC Securities
315 Views
Consumer Durables: Unchanged demand trend, margin likely bottoming out
With Q2 being one of the weakest quarters for the industry, neither is there any real sequential improvement seen in B2C demand environment, nor...
HDFC Securities
297 Views