COAL TRADE EXCHANGE
These large- and mid-cap stocks can give more than 30% return in 1 year, according to analysts
There are two ways to approach the stock markets when there is a high element of uncertainty. One, sit it out. Or two, learn how to navigate volatility. If you are focused on learning how to navigate volatility, then you should also focus on diversification. A smart approach is to identify businesses with strong fundamentals, long-term growth potential, and the ability to adapt to global shifts which will gather strength in the years to come.
These large-caps have ‘strong buy’ & ‘buy’ recos and an upside potential of more than 31%
This is an undeniable fact. Most investors who have Rs. 1 lakh to invest would prefer to buy 5,000 shares of a small-cap company rather than put the same amount in Reliance and own just 73 shares. Or a Larsen and Toubro for just 30. Most investors also want the rapid returns that small- and mid-cap stocks seem to offer. We have, of course, nothing against small- and mid-caps. Some of them may indeed do well. Though many may not. The greater probability, however, is that, in the long term and from current levels, large-caps like RIL and LT may give higher returns and see less drawdown in volatile markets.
Is this bucking a trend?
The article examines the ongoing decline of the US dollar and its potential implications for India, considering whether this decline is a deliberate strategy aligned with the Trump administration's economic goals.
These large-caps have ‘strong buy’ & ‘buy’ recos and an upside potential of more than 30%
Why is President Trump gunning for the chair of the US Fed? Probably because he knows that his tariff war is bound to lead to inflation and he wants the US Fed to take pro-active measures, such as cutting interest rates. While that battle will continue, the question to ask is: What does a decline in US interest rates mean for us? It would mean a drop in the Dollar Index and some more money flowing to emerging markets. That’s bullish for India. So which stocks to focus on? Perhaps large-caps, as the six months of correction has brought many of them to a level where probably there is some comfort.
Coal Trade Exchange: Govt extends deadline until May 7 for comments on draft rules
The Coal Ministry extends the deadline for public input on the Coal Trade Exchange rules. The new deadline is May 7, 2025. The exchange aims to create a 'many-to-many' trading platform. This will allow commercial and captive miners to sell coal. Coal Controller Organisation will regulate the exchange. This reform will support India's growing coal production, expected to exceed 1.
Adani Ports to acquire Australian terminal in $2.4 bn non-cash deal
Adani Ports and SEZ Ltd is set to acquire North Queensland Export Terminal in Australia for USD 2.4 billion from a group company, marking its fourth overseas acquisition in two years. The non-cash deal, involving the issuance of new equity shares, aims to boost APSEZ's global presence and volume targets, leveraging the terminal's strategic location and long-term contracts.
Share market update: Most active stocks of the day in terms of traded value
The NSE Nifty index closed 414.46 points up at 23851.65
Japan's Nikkei climbs on upbeat US trade talks, TSMC earnings beat
Japan's Nikkei share average bounced back on Thursday from the previous session's declines, helped by a weaker yen after the first round of closely watched trade negotiations between Tokyo and Washington were lauded by President Donald Trump.
For good reasons & for all seasons: 9 stocks with the comfort called 'margin', and upside potential of more than 37%
The market is constantly changing its colour. One statement on tariff makes everything bleed red; then a retraction or a pause paints everything green. While there is a lot of talk about a New World Order, one thing is for sure: Even in the New World Order the stock market is going to remain focused on earnings. So, let all such narratives continue. Just focus on the basics of investing. And that is the earnings, the margins, and the growth potential of businesses.
These large-caps have ‘strong buy’ & ‘buy’ recos and an upside potential of more than 30%
As the dollar index declines, most emerging markets are seeing some sort of a bounce-back. While there is nothing wrong in changing your stance from bearish to neutral, it would be better to be wary of some of the street narratives which are likely to come, one of them being about the paint industry. Also, because there is a fair amount of uncertainty for companies that have relationships with global trade, either as exporters or needing raw material from other countries, it would be better to stick to ones that are focused on the domestic market.
Share market update: Most active stocks of the day in terms of traded value
The NSE Nifty index closed 429.4 points up at 22828.55
Share market update: Most active stocks of the day in terms of total traded value
The NSE Nifty index was trading 419.5 points up at 22818.65
These large- and mid-cap stocks can give more than 25% return in 1 year, according to analysts
The markets will do what they are supposed to do when a New World Order is being written. No one can control it. So, if volatility is forcing you to make decisions that you regret the next day, stay away from the markets. Or, focus on a few things as an investor. One, ignore short-term market movements. Two, evaluate the sectors and businesses behind the stocks you own or plan to own. There is no better time to do this exercise than when the earning season kicks off. While Trump-induced volatility will continue, what finally matters is earnings. So, focus on earning and diversifying your portfolio.
Strong balance sheets can survive Trump; focus on businesses: 9 large- and mid-cap stocks with upside potential of up to 47%
Some things are easier said than done. In today’s market, not being anxious is one of them. Especially so for the many investors who entered the market after Covid. This is the first time they are witnessing such a volatile correction. Many are also realizing for the first time that macro and geopolitical factors have an impact on stock prices in the short term. So here’s a message for all such investors: In the short term, whatever happens will happen. But in the medium- to long-term, only one thing matters: Earnings. And that depends on two factors: One, how long the runway for growth is for a business. And two, how capable is the management in dealing with uncertain times.
These large-caps have ‘strong buy’ & ‘buy’ recos and an upside potential of more than 30%
If the US markets continue to drop as they have been doing, there is no way the Indian market, or for that matter any other market, whether emerging or developed, will see a standalone uptrend. Yes, there will be phases of relative outperformance. But the question for you, as an investor, is: Should you, for instance, sell a stock like HDFC Bank because the Dow and Nasdaq have crashed? This underperformer for three years has outperformed the falling market these past three months.
How Trump's 'liberation day' tariffs will impact China
Trump raised tariffs on Chinese goods to 54%, escalating the trade war. China, heavily reliant on exports, faces economic strain, with GDP growth at risk. The tariffs may also hurt U.S. manufacturers. Beijing vows countermeasures, likely targeting Trump’s voter base, while calling for dialogue. Analysts warn the dispute could severely disrupt global supply chains.
US reciprocal tariff may erode India's GDP by up to 50 bps: Experts
India's GDP growth could decline up to 50 basis points to 6% due to the US reciprocal tariffs. EY and Standard Chartered predict a 2-3% fall in exports to the US. Experts suggest India could offset impacts by increasing imports from the US, especially in energy and high technology products. Key sectors remain exempt from higher tariffs.
The Chinese electric vehicle founder who wants in on Trump's America
Electric-truck maker Windrose Technology, founded by Wen Han, has investors that include an Australian property group, US venture capital financiers and Chinese state-owned funds. It is now based in Belgium. But at its heart, Windrose packs China's significant advantages in making electric vehicles.
India, US eye $500 billion trade target: Sectoral talks in coming weeks to drive the next big leap
India and the US will begin detailed sectoral discussions under their proposed bilateral trade agreement following four days of negotiations. The collaboration aims to enhance market access, reduce trade barriers, and deepen supply chain integration, targeting finalisation of the initial phase by fall 2025.
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