QUANTITATIVE TOOLS
A new phase of the bull market begins? 5 midcap stocks which tick the qualitative and quantitative boxes
Given the way market breadth is panning out one is not far from a phase, where the probability of reading, nifty and sensex have touched new high becomes a regular feature. Now there are a couple of things which one needs to ensure in such times. Staying with age old and basic principles of investing which is focussing on fundamentals of business and management. Take time to select stocks and then stay with them with a long term perspective. In bull markets all segments of stock do well, but interest is always high in mid and small cap, because the price action is more in that segment. If one is able to find the right stocks then one may get higher than normal return. But don't forget the one simple principle that the risks in a bull market are higher and while being bullish it is important to be cautious also.
Midcaps stocks: Bullish, Selective, Long term, combined the three for wealth creation. 5 mid caps stocks with upside potential of upto 22 %
In a market where bulls are ruling every corner of the street, and stocks are either fairly valued or overvalued. The big question is how does one take care of the basic aspect of buying good quality stocks at reasonable valuations. While in this market reasonable valuation might be difficult to find so it would be better to focus on finding quality business knowing full well that one is paying premium in bullish times. Just do a little hard work and ask some questions about the business one is going to be owning after one buys the stock. Doing all this will help in selecting the right stock and staying with them in order to create long term wealth.
Bank of Japan to trim bond buying, keeps rates steady
Under Governor Kazuo Ueda, the Bank of Japan announced a tapering plan at its July meeting, aligning with previous decisions. The central bank's move towards normalising monetary policy comes amidst global central banks tightening policy to combat inflation.
Rupee halts 3-day losing streak on flows; election outcome eyed
The Indian rupee ended higher on Thursday, halting a three-day losing streak, supported by dollar inflows related to the rebalancing of the MSCI equity indices.
Tackling volatility, qualitative & quantitative way: 4 small cap stocks with long term perspective
The way the market slipped on Friday, probably is another reminder that even the best of the bull market corrections are going to come. The problem with the corrective move is that if it sustains for longer, it is the small caps stocks which come under more pressure and shed an inordinate amount of weight. There is a technical reason for this, the liquidity in small caps stocks is lower as compared to large and midcaps. So, whenever there is a selling in this segment, the impact cost is always higher. But the other fact is that if one is able to hold on small at the time when correction is taking place, probability of more than normal return is also higher. But the question is how does one develop the ability to hold onto stocks when the narrative which is being governed by price action becomes so negative. The solution lies in combining a couple of things, which include qualitative and quantitative measure and last but not least ability to ignore noise.
Weekly Midcap Top Picks: These midcap stocks scored 10 on 10 on Stock Reports Plus
Stock Reports Plus, powered by Refinitiv, undertakes detailed company analysis for 4,000+ listed stocks. In addition to detailed company analysis, the report also collates analysts¡¯ forecasts and trend analysis for each component. An average score in Stock Reports Plus is calculated by undertaking quantitative analysis of five key investment tools - earnings, fundamentals, relative valuation, risk and price momentum.
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Climate change poses a child labour ¡®threat multiplier¡¯
At least 160 million children, or one in 10, are part of the global workforce¡ªand climate change is a ¡°threat multiplier,¡± according to recent research published by the International Labour Organization.
Desire management, the quantitative way: A set of stocks for those who wish to do trade and invest at the same time
Out of 50 stocks, only 7 have delivered negative returns in the last one year. Out of these 7 stocks, four stocks belong to one industrial house which faced headwinds at the start of 2023. 6 stocks have delivered more than 100 percent return and 26 stocks have gained more than 20 % in the last one year. If you had focussed only on these set stocks and either invested or only traded in them only, the possibility of being able to satisfy your desire to be a trader and investor at same time would have been met.
Add quantitative checks to avoid mistakes: 5 smallcap stocks with upside potential of up to 52%
While it is a well known fact that small caps as a segment are more prone to risks of sharp decline. However, the reality is that when small caps are doing well, all the caution is thrown out of the window. The reason is, small gains also tend to gain very sharply in a short period of time and that is what makes them attractive to investors. Given the valuations, at this point of time, it would be logical that investors should put more checks and balances while navigating the small cap space. Also beware of rude shocks which this segment of the market may witness given the fact there are more headwinds ahead.ET screener powered by Refinitiv¡¯s Stock Report Plus applies different algorithms & filters to all BSE and NSE stocks, and lists stocks which fulfill the various criteria as specified into the algorithms & filters to find those which might help navigate the stock market.
Best Tools & Software's For Product Management
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Shaping Future Financial Leaders: The Journey of BBA in Finance
The BBA Finance program is a three-year course that provides students with comprehensive knowledge and skills in financial management. Admissions are based on merit, with some universities requiring entrance exams. The curriculum includes courses in management, accounting, communication, and law. After completing the program, students can pursue an MBA in finance or other postgraduate commerce options. BBA finance graduates can find employment in both the public and private sectors, with average salaries ranging from INR 30,000 to INR 5 Lakhs.
Weekly Top Picks: 5 stocks with score improvement and upside potential of up to 25%
In the last one month as more space comes under control of bulls, stocks from different sectors have seen an improvement in their analyst scores. The selected stocks depict a strong upward trajectory in their overall average score which is based on five key pillars i.e. earnings, fundamentals, relative valuation, risk and price momentum. This implies that there has been a significant improvement in their market outlook in the given time frame.
BOJ to weigh pros and cons of its tool-kit in review, says governor
The Bank of Japan (BOJ) is scheduled to conduct a long-term review of its unconventional monetary policy tools designed to combat deflation. Governor Kazuo Ueda said the review will examine the effect the Bank's monetary easing steps had on financial markets and the banking system, along with how globalisation and demographics have impacted on corporate and household activities, along with wage patterns. The BOJ will begin releasing details of its review plan from next month.
Gold firms on Fed rate pause hopes, softer dollar
Gold prices rose by 0.3% to $1,948.59 per ounce, while U.S. gold futures gained 0.1% to $1,961.20 on Wednesday, supported by anticipation of a pause in interest rates at the Federal Reserve's policy meeting. The outlook that the central bank is close to the peak of rate hikes and a weaker dollar continued to boost the appeal of bullion and make it more attractive to international investors. Although inflation remains double Federal Reserve's 2% target, markets were optimistic of a 95% chance of a pause in June and a 61% chance of a rate hike in July, according to CME's Fedwatch tool.
Stock picks of the week: 4 stocks with consistent score improvement and upside potential of up to 36%
For a short period volatility came back on the street and it was appearing that bias would turn toward bears. But bulls have not given an inch. In this small phase there are stocks which have seen an improvement in their analyst scores. The selected stocks depict a strong upward trajectory in their overall average score which is based on five key pillars i.e. earnings, fundamentals, relative valuation, risk and price momentum. This implies that there has been a significant improvement in their market outlook in the given time frame.
The role of AI in influencer marketing: How it¡¯s changing the marketing landscape
Influencers have taken the advertising industry by storm, and influencer marketing was valued at around Rs 12 billion in India in 2022. Brands are finding it difficult to identify authentic influencers, but AI could help with data analysis to measure engagement and growth rates. It can also help brands in discovering the right influencers, detecting frauds, creating and streamlining content, and optimizing campaigns.
Quantitative investing for wealth creation: 7 stocks with right combination of ROCE, ROE and Net Margin
At a time when worrying about what will happen to the global financial markets is the norm, it is better to stay focussed on long term wealth creation and companies which have the right combination to make it. Of all the stocks, which our algorithms come up with, we took companies from four sectors: defence, FMCG, agrochemical and natural resources. ET screener powered by Refinitiv¡¯s Stock Report Plus lists down stocks with high upside potential over the next 12 months, having an average recommendation rating of ¡°buy¡± or "strong buy".
Quantitative investing; 5 stocks with difference in trailing P/E and forward P/E with an upside potential of 38 %
There are multiple ways to select stocks on quantitative parameters, Some based on financial parameters and others on valuation parameters. We looked at the stocks where the differential in two most used PE ratio parameters, forward and trailing P/E ratio is indicating a potential increase in earnings. When used alone, the price earning valuation metric may not be a good indicator however its efficacy increases when compared with its last 5 years average multiple. ET screener powered by Refinitiv¡¯s Stock Report Plus lists down stocks with high upside potential of more than 20% over the next 12 months, having an average recommendation rating of ¡°buy¡± or "strong buy".
Quantitative investing; difference in trailing P/E and forward P/E in these 5 stocks indicates potential upside up to 43%
We have also looked at the CAGR of these stocks for a 10-year time period. Stocks with the CAGR of more than 15% form part of this selected list of stocks. While the past track record of stock movement is no guarantee of future returns, capital gains in markets are about probability. So, looking at the compounded annualized growth rate provides a valid sense about a stock to an investor.
Possible outliers; 6 NBFCs with strong parentage which meet quantitative investing parameters
After the NBFC crisis in 2018. Regulatory changes happened across the board in the financial sector. Whether it was NBFC or bank space, the post NBFC crisis made life tough for all players. After a period of 5 years, while clean up is still on, some companies have emerged stronger after all the changes. The NBFC which survived and emerged stronger had one thing in common, they had strong parentage in terms of them being backed by a strong promoter group, who value their reputation. In order to sift through the long list we have combined some both qualitative and quantitative parameters to reach a final list of stocks with an upside potential according to analysts.
Quantitative investing; difference in trailing P/E and forward P/E in these 6 stocks indicates potential upside up to 35%
There are many ways to select stocks on quantitative parameters, we looked at the stocks where the differential in two most used PE ratio parameters, forward and trailing P/E ratio is indicating a potential increase in earnings. When used alone Price earning valuation metric may not be a good indicator however its efficacy increases significantly when compared with its last 5 years average multiple. ET screener powered by Refinitiv¡¯s Stock Report Plus lists down stocks with high upside potential over the next 12 months, having an average recommendation rating of ¡°buy¡± or "strong buy".
Quantitative tightening looms for markets on hawkish Fed
Central banks shift from crisis support to fighting inflation
Investors brace for quantitative tightening as Fed sends hawkish message
Ten-year real yields, Treasury yields that adjust for expected inflation, jumped to -0.8% on Wednesday.
Insurance products emerge as preferred financial tools to meet future goals: Survey
Insurance products emerged as the preferred choice of savings and investments for parents after the pandemic, as they consider these as low-risk and reliable financial tools to meet future goals, according to a survey.
India's economy ready for faster growth, says Ashima Goyal
"Despite the Covid-19 severe shock, India's macroeconomy is more healthy and ready for faster growth than it has been for a long time. That recovery from both the first and second waves was faster than expected points towards inherent strengths of the economy," Goyal said.
View: Far from taper, ECB could tee up another $1 trillion of QE
Possible signals from Thursday's ECB policy meeting could be just as big a culprit behind the gloomy reading coming from world bonds. Another post-pandemic wave of bond buying looks likely in Europe, inevitably spilling through other markets even as other central banks start to gradually wind down emergency COVID-related stimuli.
Recovery path will be long; but assets will gain big: Craig Erlam
¡®Economies are still not prepared for a significant second wave¡¯
US Fed has tools to fight recession: Fed Chairman
Bernanke said the Fed should also consider adopting some of the tools employed by other central banks.
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